PFG icon

Principal Financial Group

809 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, 273 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

3% less funds holding

Funds holding: 834809 (-25)

5% less capital invested

Capital invested by funds: $13.9B → $13.1B (-$751M)

16% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 98

Holders
809
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.4M
Puts
$8.31M
Net Calls
Net Calls Change

Top Buyers

1 +$86.1M
2 +$52.7M
3 +$52.2M
4
BlackRock
BlackRock
New York
+$48.9M
5
Victory Capital Management
Victory Capital Management
Texas
+$46.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
376
Park Avenue Securities
New York
$568K
GPW
377
Gentry Private Wealth
Kansas
$564K
MAG
378
Mokosak Advisory Group
Iowa
$563K
LNWWM
379
Laird Norton Wetherby Wealth Management
California
$562K
EAM
380
Erste Asset Management
Austria
$559K
DZ Bank
381
DZ Bank
Germany
$556K
GC
382
Guggenheim Capital
Illinois
$554K
CAM
383
Carret Asset Management
New York
$552K
JCM
384
Jacobi Capital Management
Pennsylvania
$552K
SC
385
Syon Capital
California
$551K
FFM
386
Forum Financial Management
Illinois
$551K
A
387
Argentarii
Ohio
$549K
VI
388
Vestcor Inc
New Brunswick, Canada
$543K
HH
389
Hilltop Holdings
Texas
$539K
M&T Bank
390
M&T Bank
New York
$538K
LSA
391
Lion Street Advisors
Texas
$536K
JWCA
392
J.W. Cole Advisors
Florida
$527K
PCG
393
Prosperity Consulting Group
Maryland
$523K
NMIMC
394
Northwestern Mutual Investment Management Company
Wisconsin
$523K
Vontobel Holding
395
Vontobel Holding
Switzerland
$515K
GT
396
Greenleaf Trust
Michigan
$505K
OWP
397
Obermeyer Wealth Partners
Colorado
$504K
UCFA
398
United Capital Financial Advisors
Texas
$502K
HNB
399
Hilltop National Bank
Wyoming
$500K
RFC
400
Regions Financial Corp
Alabama
$500K