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Principal Financial Group

814 hedge funds and large institutions have $13.2B invested in Principal Financial Group in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 315 increasing their positions, 277 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $8.31M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

14% more repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 277

0.51% less ownership

Funds ownership: 74.48%73.97% (-0.51%)

3% less funds holding

Funds holding: 841814 (-27)

7% less capital invested

Capital invested by funds: $14.2B → $13.2B (-$994M)

18% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 100

Holders
814
Holders Change
-27
Holders Change %
-3.21%
% of All Funds
10.72%
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
315
Reduced
277
Closed
100
Calls
$11.4M
Puts
$8.31M
Net Calls
+$3.13M
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
26
Barclays
United Kingdom
$62.7M +$261K +3,399 +0.4%
First Trust Advisors
27
First Trust Advisors
Illinois
$54.8M +$35.8M +466,786 +209%
Swiss National Bank
28
Swiss National Bank
Switzerland
$54.1M +$2.76M +35,900 +6%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$49M -$2.5M -32,553 -5%
Massachusetts Financial Services
30
Massachusetts Financial Services
Massachusetts
$48.4M +$1.3M +16,984 +3%
AQR Capital Management
31
AQR Capital Management
Connecticut
$47.4M -$3.74M -48,707 -8%
SLAM
32
Swiss Life Asset Management
$46.6M -$6.37K -83 -0%
N
33
Nuveen
North Carolina
$45.1M -$36.8K -480 -0.1%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$43.7M +$1.85M +24,063 +5%
BNP Paribas Financial Markets
35
BNP Paribas Financial Markets
France
$41.6M -$6.2M -80,740 -13%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$38.5M +$729K +9,501 +2%
BA
37
Bridgewater Associates
Connecticut
$35.9M -$222K -2,888 -0.6%
CI
38
Conning Inc
Connecticut
$35.4M +$3.12M +40,707 +10%
Voloridge Investment Management
39
Voloridge Investment Management
Florida
$35.2M -$25.3M -329,341 -43%
Marshall Wace
40
Marshall Wace
United Kingdom
$32.7M +$12.5M +163,083 +66%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$32.1M +$2.89M +37,668 +10%
NSAM
42
North Star Asset Management
Wisconsin
$31.9M +$165K +2,150 +0.5%
Mitsubishi UFJ Asset Management
43
Mitsubishi UFJ Asset Management
Japan
$31.8M +$235K +3,058 +0.8%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$31.4M +$2.77M +36,148 +10%
National Pension Service
45
National Pension Service
South Korea
$30.4M +$198K +2,576 +0.7%
TPI
46
Trust Point Inc
Wisconsin
$29.4M
MPI
47
Mairs & Power Inc
Minnesota
$28.8M -$32.9M -429,146 -54%
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$28.1M +$22.2M +289,703 +456%
Two Sigma Investments
49
Two Sigma Investments
New York
$27.6M +$19M +247,009 +247%
Verition Fund Management
50
Verition Fund Management
Connecticut
$25.4M -$15M -194,977 -38%

PFG Hedge Fund Activity: Q2 2025 in Review

814 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q2 2025, worth a combined $13.2B — down 7% from $14.2B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of PFG and 82 opened new positions — a net loss of 18 holders — while 277 trimmed existing stakes and 315 added.

The largest buyer was Bank of America, adding an estimated $83.2M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $420M sold.

  • 814 institutional investors held Principal Financial Group (PFG) as of Q2 2025, down from 841 in Q1 2025.
  • Funds reported $13.2B of Principal Financial Group stock for Q2 2025, down 7% quarter-over-quarter.
  • 82 funds opened new Principal Financial Group positions in Q2 2025 and 100 closed out, a net change of -18 holders.
  • The largest Principal Financial Group buyer in Q2 2025 was Bank of America, an estimated $83.2M added.
  • The largest Principal Financial Group seller in Q2 2025 was Capital Research Global Investors, an estimated $420M sold.

Based on aggregated 13F filings for Q2 2025.