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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 %
CWA
426
Centennial Wealth Advisory
Michigan
$412K +$54.5K +686 +15%
GCP
427
GSA Capital Partners
United Kingdom
$407K -$834K -10,504 -67%
AWS
428
Atria Wealth Solutions
New York
$404K -$2.08K -26 -0.5%
NP
429
NorthRock Partners
Minnesota
$402K +$34.1K +429 +9%
IPW
430
Impact Partnership Wealth
Georgia
$402K +$402K +5,064 New
TCM
431
Twin Capital Management
Pennsylvania
$402K -$3.73K -47 -0.9%
TPA
432
Trivium Point Advisory
Connecticut
$402K -$44.7K -563 -10%
IAA
433
Independent Advisor Alliance
North Carolina
$399K +$953 +12 +0.2%
HW
434
Hancock Whitney
Mississippi
$390K -$2.38K -30 -0.6%
CT
435
ClearAlpha Technologies
Connecticut
$389K +$389K +4,897 New
ALAM
436
Asahi Life Asset Management
Japan
$387K +$387K +4,870 New
EWM
437
Empirical Wealth Management
Washington
$381K -$64.8K -816 -15%
PTC
438
Petrus Trust Company
Texas
$378K +$32.1K +404 +9%
HWM
439
HB Wealth Management
Georgia
$376K -$29.2K -367 -7%
TSS
440
Two Sigma Securities
New York
$375K +$375K +4,726 New
CFO
441
Callan Family Office
Pennsylvania
$375K +$375K +4,718 New
BAM
442
Blueshift Asset Management
New Jersey
$372K +$372K +4,685 New
WPW
443
Waldron Private Wealth
Pennsylvania
$370K – – –
CWM
444
Cornerstone Wealth Management
Missouri
$369K +$179K +2,253 +94%
ECM
445
Everence Capital Management
Indiana
$368K -$197K -2,480 -35%
BBVA
446
Banco Bilbao Vizcaya Argentaria
Spain
$366K -$163K -2,055 -31%
FFN
447
Focus Financial Network
Minnesota
$364K +$105K +1,322 +41%
MSA
448
MUFG Securities Americas
New York
$363K +$67.2K +846 +23%
CAG
449
Csenge Advisory Group
Florida
$358K +$1.79K +23 +0.5%
NP
450
Nilsine Partners
Colorado
$356K -$9.14K -115 -3%
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