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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 %
PT
376
Plimoth Trust
Massachusetts
$647K -$15.6K -185 -2%
SSA
377
Schonfeld Strategic Advisors
New York
$640K -$3.36M -39,829 -84%
NA
378
NewEdge Advisors
Louisiana
$633K +$123K +1,455 +24%
VWM
379
Vivid Wealth Management
Iowa
$628K +$169 +2 +0%
CAU
380
Caxton Associates (UK)
$620K +$620K +7,351 New
M&T Bank
381
M&T Bank
New York
$620K -$375K -4,446 -38%
BAMF
382
BI Asset Management Fondsmaeglerselskab
Denmark
$616K -$351K -4,156 -36%
SC
383
Syon Capital
California
$615K +$71.2K +844 +13%
GC
384
Guggenheim Capital
Illinois
$610K +$45.4K +538 +8%
PAM
385
Palisade Asset Management
Minnesota
$604K – – –
TMAM
386
Tokio Marine Asset Management
Japan
$603K +$19.8K +235 +3%
ECM
387
Everence Capital Management
Indiana
$600K – – –
AF
388
Allworth Financial
California
$595K +$5.33K +71 +0.9%
MAG
389
Mokosak Advisory Group
Iowa
$593K -$1.1K -13 -0.2%
CAM
390
Carret Asset Management
New York
$593K – – –
DZ Bank
391
DZ Bank
Germany
$591K -$2.62M -31,022 -82%
GPW
392
Gentry Private Wealth
Kansas
$586K +$586K +6,943 New
WCM Investment Management
393
WCM Investment Management
California
$583K +$39.8K +479 +7%
PCG
394
Prosperity Consulting Group
Maryland
$583K -$33.7K -399 -5%
SS
395
Sunbelt Securities
Texas
$578K -$255K -3,024 -31%
BC
396
Bridgefront Capital
Texas
$568K +$568K +6,737 New
UCFA
397
United Capital Financial Advisors
Texas
$568K +$90K +1,067 +19%
QCG
398
Quadrant Capital Group
Ohio
$568K +$387K +4,583 +213%
Canada Pension Plan Investment Board
399
Canada Pension Plan Investment Board
Ontario, Canada
$568K -$6.23M -73,872 -92%
MYLI
400
Meiji Yasuda Life Insurance
Japan
$565K +$565K +6,699 New
14 15
16
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