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Principal Financial Group
PFG

Overview Fund Activity

800 hedge funds and large institutions have $13.1B invested in Principal Financial Group in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 313 increasing their positions, 268 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
800
Holders Change
-31
Holders Change %
-3.73%
% of All Funds
10.72%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
82
Increased
313
Reduced
268
Closed
97
Calls
$11.4M
Puts
$8.31M
Net Calls
+$3.14M
Net Calls Change
+$1.15M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$86.1M
2
Amundi
Amundi
France
+$52.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$52.2M
4
BlackRock
BlackRock
New York
+$48.9M
5
Victory Capital Management
Victory Capital Management
Texas
+$46.6M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$420M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$156M
3
Goldman Sachs
Goldman Sachs
New York
-$54.2M
4
MPI
Mairs & Power Inc
Minnesota
-$34.1M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Impax Asset Management Group
301
Impax Asset Management Group
United Kingdom
$1.07M +$1.07M +13,450 New
OIA
302
OneDigital Investment Advisors
Kansas
$1.06M -$98.3K -1,238 -8%
DADC
303
D.A. Davidson & Co
Montana
$1.05M +$794 +10 +0.1%
PA
304
PSI Advisors
Florida
$1.05M +$225K +2,829 +27%
BMSSC
305
B. Metzler seel. Sohn & Co
Germany
$1.02M +$103K +1,300 +11%
GIBU
306
Gulf International Bank (UK)
United Kingdom
$1.01M – – –
SG Americas Securities
307
SG Americas Securities
New York
$977K +$89.7K +1,130 +10%
GIM
308
Glenmede Investment Management
Pennsylvania
$956K +$956K +12,038 New
PS
309
Principal Securities
Iowa
$954K +$129K +1,623 +16%
NB
310
Norinchukin Bank
Japan
$948K +$55.6K +700 +6%
PIA
311
Pinion Investment Advisors
Kansas
$944K -$886K -11,160 -48%
TFA
312
Transamerica Financial Advisors
Florida
$929K -$79 -1 -0%
VF
313
Vest Financial
Virginia
$926K +$185K +2,326 +25%
TAP
314
Tounjian Advisory Partners
Florida
$925K -$12.3K -146 -1%
FFA
315
Farther Finance Advisors
California
$918K +$62.2K +783 +7%
QCG
316
Quadrant Capital Group
Ohio
$897K +$362K +4,560 +68%
SDIC
317
South Dakota Investment Council
South Dakota
$883K – – –
MWM
318
Modern Wealth Management
Kansas
$882K +$66.8K +841 +8%
AG
319
Ascent Group
Virginia
$868K -$46.1K -580 -5%
LSERS
320
Louisiana State Employees Retirement System
Louisiana
$866K -$31.8K -400 -4%
EOJOAM
321
E. Ohman J:or Asset Management
Sweden
$866K – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
322
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$861K +$861K +10,839 New
CAM
323
Cresset Asset Management
Illinois
$854K +$42.9K +540 +5%
SAM
324
Securian Asset Management
Minnesota
$853K -$23.8K -300 -3%
Legacy Financial Group (Iowa)
325
Legacy Financial Group (Iowa)
Iowa
$851K +$19.1K +241 +2%
11 12
13
14 15