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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
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 %
BJL
476
Brighton Jones LLC
Washington
$287K +$15K +189 +6%
AI
477
Atria Investments
North Carolina
$287K -$36.1K -454 -11%
OWA
478
One Wealth Advisors
California
$287K +$287K +3,617 New
IGAM
479
iA Global Asset Management
Quebec, Canada
$287K -$124K -1,555 -30%
SIMG
480
Sonora Investment Management Group
Arizona
$286K -$43.1K -542 -13%
SAM
481
Sompo Asset Management
Japan
$285K – – –
IHWM
482
Iron Horse Wealth Management
Iowa
$285K +$9.53K +120 +3%
BC
483
Burney Company
Virginia
$285K -$6.67K -84 -2%
SRL
484
Scientech Research LLC
New Jersey
$283K -$555K -6,987 -66%
FCFC
485
First Citizens Financial Corp
Iowa
$280K – – –
MA
486
Mutual Advisors
Nebraska
$270K +$46.9K +578 +21%
LSPW
487
Lake Street Private Wealth
Illinois
$270K – – –
CIA
488
Concurrent Investment Advisors
Florida
$265K +$27.3K +344 +11%
CCA
489
Checchi Capital Advisers
California
$265K -$12.3K -155 -4%
KNFPWM
490
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$265K – – –
ACA
491
Aptus Capital Advisors
Alabama
$264K -$17K -214 -6%
HI
492
Horizon Investments
North Carolina
$263K +$22.8K +287 +9%
CDIEC
493
Crédit Industriel et Commercial
France
$262K +$102K +1,289 +64%
1WA
494
180 Wealth Advisors
Washington
$261K -$9.37K -118 -3%
HNB
495
Huntington National Bank
Ohio
$260K +$17K +214 +7%
ETC
496
Exchange Traded Concepts
Oklahoma
$260K +$16.8K +212 +7%
CTA
497
Chesley Taft & Associates
Illinois
$259K +$159 +2 +0.1%
DWP
498
Daymark Wealth Partners
Ohio
$258K +$6.75K +85 +3%
RIA
499
Regal Investment Advisors
Michigan
$258K -$24.2K -305 -9%
BCP
500
Blackhawk Capital Partners
Wisconsin
$257K -$8.26K -104 -3%
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