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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
+$278M
2
Bank of America
Bank of America
North Carolina
+$125M
3
Goldman Sachs
Goldman Sachs
New York
+$118M
4
State Street
State Street
Massachusetts
+$92.6M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$43.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$179M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$59.9M
3
Deutsche Bank
Deutsche Bank
Germany
-$40.6M
4
WP
Woodline Partners
California
-$28.4M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$24.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
426
Apollon Wealth Management
South Carolina
$483K +$48.7K +577 +11%
AFCM
427
Applied Finance Capital Management
Puerto Rico
$482K +$482K +5,711 New
MAM
428
Marquette Asset Management
Minnesota
$481K – – –
GI
429
GAMMA Investing
California
$479K +$139K +1,645 +41%
TPA
430
Trivium Point Advisory
Connecticut
$474K -$63.4K -752 -12%
EWM
431
Empirical Wealth Management
Washington
$474K -$36.5K -433 -7%
GS
432
GWN Securities
Florida
$471K +$471K +5,751 New
IA
433
Integrity Alliance
Iowa
$470K +$470K +5,576 New
DTL
434
Dynamic Technology Lab
Singapore
$467K +$89.3K +1,059 +24%
FCM
435
Fieldview Capital Management
Michigan
$461K +$461K +5,460 New
FPAS
436
Focus Partners Advisor Solutions
Missouri
$459K +$129K +1,534 +39%
MML Investors Services
437
MML Investors Services
Massachusetts
$458K +$60.9K +723 +15%
CAMG
438
CWA Asset Management Group
Florida
$456K +$9.28K +110 +2%
PPWP
439
Premier Path Wealth Partners
New Jersey
$455K -$4.22K -50 -0.9%
LP
440
LMR Partners
United Kingdom
$451K -$308K -3,653 -41%
IWM
441
IHT Wealth Management
Illinois
$443K +$16.6K +197 +4%
BMC
442
Benin Management Corp
Connecticut
$439K – – –
IGAM
443
iA Global Asset Management
Quebec, Canada
$436K +$436K +5,162 New
AIM
444
Aigen Investment Management
New York
$436K +$436K +5,163 New
YIH
445
Y-Intercept (HK)
Hong Kong
$433K -$556K -6,592 -56%
TCM
446
Twin Capital Management
Pennsylvania
$431K -$12.2K -145 -3%
HWM
447
HB Wealth Management
Georgia
$430K +$77.6K +919 +22%
AWS
448
Atria Wealth Solutions
New York
$429K +$429K +5,088 New
IAA
449
Independent Advisor Alliance
North Carolina
$422K +$36.5K +433 +9%
CPIG
450
Chicago Partners Investment Group
Illinois
$420K +$420K +5,413 New
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