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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 %
TCM
451
Teza Capital Management
Illinois
$355K -$1.05M -13,207 -75%
HCA
452
Harbor Capital Advisors
Illinois
$354K -$2.14K -27 -0.6%
AWA
453
Arete Wealth Advisors
Illinois
$354K +$25.6K +322 +8%
RC
454
Rexford Capital
Texas
$354K +$354K +4,456 New
LI
455
LifeWealth Investments
Florida
$347K +$113K +1,419 +48%
FPAS
456
Focus Partners Advisor Solutions
Missouri
$343K -$88.5K -1,115 -21%
CIBC Private Wealth Group
457
CIBC Private Wealth Group
Georgia
$342K +$17.2K +216 +5%
ACM
458
AlphaStar Capital Management
North Carolina
$334K +$334K +4,210 New
BEI
459
Benjamin Edwards Inc
Missouri
$334K -$19.6K -247 -6%
LS
460
Livforsakringsbolaget Skandia
Sweden
$332K – – –
BCWM
461
Bartlett & Co Wealth Management
Ohio
$331K +$556 +7 +0.2%
OC
462
Optima Capital
Oregon
$330K +$330K +4,152 New
SWP
463
Sagespring Wealth Partners
Tennessee
$321K +$12.2K +154 +4%
JGIA
464
Jackson Grant Investment Advisers
Connecticut
$317K – – –
CPCPP
465
Canada Post Corporation Pension Plan
Canada
$315K +$315K +3,966 New
AC
466
AXQ Capital
New Jersey
$311K +$311K +3,912 New
BCI
467
Brinker Capital Investments
Pennsylvania
$310K -$26.6K -335 -8%
BIG
468
Brooklyn Investment Group
New York
$308K +$43.5K +548 +16%
GCM
469
Glaxis Capital Management
Florida
$307K +$2.94K +37 +1%
SWP
470
Stratos Wealth Partners
Ohio
$307K +$2.78K +35 +0.9%
RSWA
471
Robinson Smith Wealth Advisors
Maine
$304K – – –
LA
472
LVW Advisors
New York
$297K +$297K +3,741 New
STCOSD
473
Sageworth Trust Company of South Dakota
South Dakota
$294K – – –
GAM
474
Gotham Asset Management
New York
$292K -$212K -2,670 -42%
CPBTD
475
Central Pacific Bank - Trust Division
Hawaii
$289K +$26.7K +336 +10%
17 18
19
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