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Principal Financial Group
PFG

Overview Fund Activity

831 hedge funds and large institutions have $13.8B invested in Principal Financial Group in 2025 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 302 increasing their positions, 257 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
831
Holders Change
+53
Holders Change %
+6.81%
% of All Funds
11.29%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
123
Increased
302
Reduced
257
Closed
55
Calls
$15.6M
Puts
$13.6M
Net Calls
+$1.99M
Net Calls Change
-$10.8M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$313M
2
Bank of America
Bank of America
North Carolina
$952M
3
Goldman Sachs
Goldman Sachs
New York
$220M
4
State Street
State Street
Massachusetts
$908M
5
AQR Capital Management
AQR Capital Management
Connecticut
$53.6M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$175M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$107M
3
Deutsche Bank
Deutsche Bank
Germany
$84.4M
4
WP
Woodline Partners
California
$0
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$36M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
351
Machina Capital
France
$763K +$763K +9,048 New
TC
352
TownSquare Capital
Utah
$756K +$212K +2,511 +39%
MGP
353
Metis Global Partners
California
$742K +$120K +1,424 +19%
WA
354
Waverly Advisors
Alabama
$740K +$65.4K +775 +10%
CSB
355
City State Bank
Iowa
$735K -$12.7K -150 -2%
SPIA
356
Steward Partners Investment Advisory
New York
$732K -$2.7K -32 -0.4%
PA
357
Pinnacle Associates
New York
$732K +$1.18K +14 +0.2%
CC
358
Centiva Capital
New York
$727K -$2.87M -34,022 -80%
HAG
359
HighPoint Advisor Group
Illinois
$717K -$12.5K -168 -2%
SC
360
SummitTX Capital
Texas
$716K +$716K +8,491 New
Truist Financial
361
Truist Financial
North Carolina
$712K -$116K -1,378 -14%
IA
362
IFP Advisors
Florida
$692K -$169K -1,994 -20%
VSQM
363
V-Square Quantitative Management
Illinois
$690K -$337 -4 -0%
A
364
Argentarii
Ohio
$687K -$11.3K -134 -2%
AC
365
Allstate Corporation
Illinois
$687K +$120K +1,426 +21%
AAS
366
Avantax Advisory Services
Texas
$683K +$78K +924 +13%
EF
367
Empirical Finance
Pennsylvania
$681K +$25.1K +297 +4%
LSA
368
Lion Street Advisors
Texas
$680K -$25.8K -306 -4%
PCIA
369
Prime Capital Investment Advisors
Kansas
$679K +$140K +1,661 +26%
PAS
370
Park Avenue Securities
New York
$678K -$35K -414 -5%
EH
371
Equitable Holdings
New York
$677K +$2.95K +35 +0.4%
TRCT
372
Tower Research Capital (TRC)
New York
$665K -$798K -9,537 -55%
WFM
373
Wolff Financial Management
Michigan
$659K – – –
GC
374
Gilbert & Cook
Iowa
$657K +$85.3K +1,011 +15%
GT
375
Greenleaf Trust
Michigan
$650K +$89.9K +1,066 +16%
13 14
15
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