PFG icon

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 %
NMIMC
401
Northwestern Mutual Investment Management Company
Wisconsin
$565K +$928 +11 +0.2%
BBVA
402
Banco Bilbao Vizcaya Argentaria
Spain
$560K -$169K -2,013 -23%
DA
403
Denali Advisors
California
$560K – – –
Nomura Holdings
404
Nomura Holdings
Japan
$560K -$25.1K -297 -4%
HH
405
Hilltop Holdings
Texas
$559K +$41.4K +491 +8%
KRSITF
406
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$557K -$261K -3,097 -32%
OWP
407
Obermeyer Wealth Partners
Colorado
$551K -$252K -2,985 -31%
RBC
408
Romano Brothers & Co
Illinois
$547K – – –
FFM
409
Forum Financial Management
Illinois
$544K +$169 +2 +0%
Kovitz Investment Group Partners
410
Kovitz Investment Group Partners
Illinois
$542K +$5.57K +66 +1%
P
411
&Partners
Tennessee
$542K -$17.9K -216 -3%
IMCOOI
412
Investment Management Corp of Ontario (IMCO)
Canada
$542K – – –
GAM
413
Gotham Asset Management
New York
$535K +$535K +6,341 New
JCM
414
Jacobi Capital Management
Pennsylvania
$529K +$1.27K +15 +0.2%
RFC
415
Regions Financial Corp
Alabama
$528K – – –
CCM
416
Coldstream Capital Management
Washington
$527K +$21.8K +258 +4%
VVP
417
Venture Visionary Partners
Ohio
$526K -$1.94K -23 -0.4%
CIA
418
Capital Investment Advisors
Georgia
$526K -$16.3K -193 -3%
CIM
419
Contravisory Investment Management
Massachusetts
$524K +$524K +6,207 New
JWCA
420
J.W. Cole Advisors
Florida
$518K +$518K +6,143 New
CG
421
Curat Global
New Hampshire
$518K +$518K +6,139 New
Vontobel Holding
422
Vontobel Holding
Switzerland
$515K -$46K -545 -8%
ISB
423
Iowa State Bank
Iowa
$509K -$47.5K -563 -9%
MAS
424
Meeder Advisory Services
Ohio
$501K +$80K +948 +19%
PIM
425
Plato Investment Management
Australia
$483K -$28K -328 -5%
15 16
17
18 19