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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
10.73%
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
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 %
IA
351
IFP Advisors
Florida
$677K -$17.7K -209 -3%
CG
352
Curat Global
New Hampshire
$669K +$181K +2,285 +37%
CSB
353
City State Bank
Iowa
$659K -$32.2K -405 -5%
AF
354
Allworth Financial
California
$659K +$28.8K +362 +5%
MM
355
MQS Management
New York
$657K +$657K +8,271 New
PP
356
Prudential plc
United Kingdom
$654K +$330K +4,151 +102%
GC
357
Gilbert & Cook
Iowa
$649K +$31K +390 +5%
EH
358
Equitable Holdings
New York
$646K +$8.9K +112 +1%
EF
359
Empirical Finance
Pennsylvania
$645K +$4.05K +51 +0.6%
NA
360
NewEdge Advisors
Louisiana
$639K +$42.6K +536 +7%
AssetMark Inc
361
AssetMark Inc
California
$638K +$450K +5,659 +238%
N
362
Natixis
France
$626K -$2.33M -29,276 -79%
WFM
363
Wolff Financial Management
Michigan
$621K – – –
MGP
364
Metis Global Partners
California
$612K -$86.4K -1,088 -12%
SPIA
365
Steward Partners Investment Advisory
New York
$606K -$83.2K -1,047 -12%
PT
366
Plimoth Trust
Massachusetts
$601K -$7.94K -100 -1%
P
367
&Partners
Tennessee
$592K +$73.9K +930 +14%
VWM
368
Vivid Wealth Management
Iowa
$591K +$159 +2 +0%
TMAM
369
Tokio Marine Asset Management
Japan
$589K +$21.3K +268 +4%
Truist Financial
370
Truist Financial
North Carolina
$588K -$82.2K -1,035 -12%
MFG
371
Merit Financial Group
Georgia
$584K -$148K -1,869 -20%
PA
372
Pinnacle Associates
New York
$578K -$111K -1,395 -16%
PAS
373
Park Avenue Securities
New York
$568K -$70.3K -884 -11%
GPW
374
Gentry Private Wealth
Kansas
$564K +$12.4K +156 +2%
MAG
375
Mokosak Advisory Group
Iowa
$563K +$5K +63 +0.9%
13 14
15
16 17