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Principal Financial Group
PFG

Overview Fund Activity

801 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, 314 increasing their positions, 268 reducing their positions, and 97 closing their positions.

Holders
801
Holders Change
-31
Holders Change %
-3.73%
% of All Funds
10.75%
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
314
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
1
Bank of America
North Carolina
$983M
2
Amundi
2
Amundi
France
$144M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$138M
4
BlackRock
4
BlackRock
New York
$1.6B
5
Victory Capital Management
5
Victory Capital Management
Texas
$341M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$8.95M
3
Goldman Sachs
3
Goldman Sachs
New York
$153M
4
MPI
4
Mairs & Power Inc
Minnesota
$28.8M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
326
West Bancorporation
Iowa
$843K – – –
MSRPS
327
Maryland State Retirement & Pension System
Maryland
$843K – – –
Handelsbanken Fonder
328
Handelsbanken Fonder
Sweden
$823K -$253K -3,188 -24%
MCP
329
Martin Capital Partners
Oregon
$816K +$549K +6,919 +206%
PEA
330
Park Edge Advisors
Ohio
$813K – – –
EWA
331
EP Wealth Advisors
California
$812K -$159 -2 -0%
IG
332
ING Group
Netherlands
$797K +$42.7K +537 +6%
ECA
333
Elevated Capital Advisors
Utah
$791K – – –
NMERB
334
New Mexico Educational Retirement Board
New Mexico
$783K – – –
SS
335
Sunbelt Securities
Texas
$765K +$234K +3,024 +44%
AFP
336
Ausdal Financial Partners
Iowa
$764K -$4.29K -54 -0.6%
QCM
337
QRG Capital Management
Illinois
$762K -$197K -2,477 -21%
Fifth Third Bancorp
338
Fifth Third Bancorp
Ohio
$757K -$41.4K -521 -5%
Allspring Global Investments
339
Allspring Global Investments
North Carolina
$749K -$68.1K -842 -8%
BAMF
340
BI Asset Management Fondsmaeglerselskab
Denmark
$741K +$161K +2,025 +28%
HIC
341
Holderness Investments Company
North Carolina
$735K – – –
SFA
342
Sequoia Financial Advisors
Ohio
$733K +$361K +4,540 +97%
HAG
343
HighPoint Advisor Group
Illinois
$732K -$30.9K -389 -4%
IC
344
IEQ Capital
California
$720K -$863K -10,864 -55%
AAS
345
Avantax Advisory Services
Texas
$712K +$68.7K +865 +11%
APWM
346
Argonautica Private Wealth Management
Massachusetts
$701K -$33.4K -421 -5%
WA
347
Waverly Advisors
Alabama
$698K +$1.51K +19 +0.2%
Bessemer Group
348
Bessemer Group
New Jersey
$696K -$654K -8,232 -48%
MYLI
349
Meiji Yasuda Life Insurance
Japan
$696K +$164K +2,062 +31%
VCA
350
Verdence Capital Advisors
Maryland
$686K +$340K +4,276 +98%
12 13
14
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