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Principal Financial Group
PFG

Overview Fund Activity

832 hedge funds and large institutions have $13.8B invested in Principal Financial Group in 2025 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 302 increasing their positions, 257 reducing their positions, and 55 closing their positions.

Holders
832
Holders Change
+54
Holders Change %
+6.94%
% of All Funds
11.3%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
124
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
1
Victory Capital Management
Texas
$313M
2
Bank of America
2
Bank of America
North Carolina
$952M
3
Goldman Sachs
3
Goldman Sachs
New York
$220M
4
State Street
4
State Street
Massachusetts
$908M
5
NL
5
Nuveen LLC
North Carolina
$48M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$175M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$107M
4
Deutsche Bank
4
Deutsche Bank
Germany
$84.4M
5
WP
5
Woodline Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MPI
26
Mairs & Power Inc
Minnesota
$66.8M 791,944 -31,534 -4%
Barclays
27
Barclays
United Kingdom
$66.3M 785,461 +244,359 +45%
Voloridge Investment Management
28
Voloridge Investment Management
Florida
$65.2M 773,019 -106,685 -12%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$54.8M 649,543 +169,563 +35%
Swiss National Bank
30
Swiss National Bank
Switzerland
$54.4M 645,100 -9,100 -1%
AQR Capital Management
31
AQR Capital Management
Connecticut
$53.6M 645,431 +526,701 +444%
BNP Paribas Financial Markets
32
BNP Paribas Financial Markets
France
$51M 604,121 +134,697 +29%
Massachusetts Financial Services
33
Massachusetts Financial Services
Massachusetts
$49.9M 591,970 +134,828 +29%
NL
34
Nuveen LLC
North Carolina
$48M 568,757 +568,757 New
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$44.4M 526,649 +13,483 +3%
Verition Fund Management
36
Verition Fund Management
Connecticut
$43.4M 514,608 +32,393 +7%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$40.1M 474,956 +36,309 +8%
BA
38
Bridgewater Associates
Connecticut
$38.3M 454,436 +200,684 +79%
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$36M 426,383 -285,640 -40%
CI
40
Conning Inc
Connecticut
$34.2M 404,953 +397,138 +5,082%
NSAM
41
North Star Asset Management
Wisconsin
$33.7M 399,769 +2,224 +0.6%
Mitsubishi UFJ Asset Management
42
Mitsubishi UFJ Asset Management
Japan
$33.5M 397,103 +43,257 +12%
National Pension Service
43
National Pension Service
South Korea
$32M 379,861 +29,318 +8%
TPI
44
Trust Point Inc
Wisconsin
$31.2M 369,684 -360 -0.1%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$31M 367,039 -4,054 -1%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$30.3M 358,997 -6,443 -2%
FWIA
47
Fort Washington Investment Advisors
Ohio
$26.2M 310,103 +5,906 +2%
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$25.8M 305,217 +2,638 +0.9%
Citadel Advisors
49
Citadel Advisors
Florida
$25.6M 303,662 -108,069 -26%
Zurich Cantonal Bank
50
Zurich Cantonal Bank
Switzerland
$24.6M 291,979 +137,445 +89%
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