PFG icon

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
Bank of America
North Carolina
$983M
2
Amundi
Amundi
France
$144M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$138M
4
BlackRock
BlackRock
New York
$1.6B
5
Victory Capital Management
Victory Capital Management
Texas
$341M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$8.95M
3
Goldman Sachs
Goldman Sachs
New York
$153M
4
MPI
Mairs & Power Inc
Minnesota
$28.8M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
26
Barclays
United Kingdom
$62.7M +$270K +3,399 +0.4%
First Trust Advisors
27
First Trust Advisors
Illinois
$54.8M +$37.1M +466,786 +209%
Swiss National Bank
28
Swiss National Bank
Switzerland
$54.1M +$2.85M +35,900 +6%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$49M -$2.59M -32,553 -5%
Massachusetts Financial Services
30
Massachusetts Financial Services
Massachusetts
$48.4M +$1.35M +16,984 +3%
AQR Capital Management
31
AQR Capital Management
Connecticut
$47.4M -$3.87M -48,707 -8%
NL
32
Nuveen LLC
North Carolina
$45.1M -$38.1K -480 -0.1%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$43.7M +$1.91M +24,063 +5%
BNP Paribas Financial Markets
34
BNP Paribas Financial Markets
France
$41.6M -$6.41M -80,740 -13%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$38.5M +$755K +9,501 +2%
BA
36
Bridgewater Associates
Connecticut
$35.9M -$229K -2,888 -0.6%
CI
37
Conning Inc
Connecticut
$35.4M +$3.23M +40,707 +10%
Voloridge Investment Management
38
Voloridge Investment Management
Florida
$35.2M -$26.2M -329,341 -43%
Marshall Wace
39
Marshall Wace
United Kingdom
$32.7M +$13M +163,083 +66%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$32.1M +$2.99M +37,668 +10%
NSAM
41
North Star Asset Management
Wisconsin
$31.9M +$171K +2,150 +0.5%
Mitsubishi UFJ Asset Management
42
Mitsubishi UFJ Asset Management
Japan
$31.8M +$243K +3,058 +0.8%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$31.4M +$2.87M +36,148 +10%
National Pension Service
44
National Pension Service
South Korea
$30.4M +$205K +2,576 +0.7%
TPI
45
Trust Point Inc
Wisconsin
$29.4M – – –
MPI
46
Mairs & Power Inc
Minnesota
$28.8M -$34.1M -429,146 -54%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$28.1M +$23M +289,703 +456%
Two Sigma Investments
48
Two Sigma Investments
New York
$27.6M +$19.6M +247,009 +247%
Verition Fund Management
49
Verition Fund Management
Connecticut
$25.4M -$15.5M -194,977 -38%
BNP Paribas Asset Management
50
BNP Paribas Asset Management
France
$25M +$13.8M +173,992 +124%
1
2
3 4 5