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Principal Financial Group
PFG

Overview Fund Activity

831 hedge funds and large institutions have $13.8B invested in Principal Financial Group in 2025 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 302 increasing their positions, 257 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
831
Holders Change
+53
Holders Change %
+6.81%
% of All Funds
11.29%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
123
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
Victory Capital Management
Texas
+$278M
2
Bank of America
Bank of America
North Carolina
+$125M
3
Goldman Sachs
Goldman Sachs
New York
+$118M
4
State Street
State Street
Massachusetts
+$92.6M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$43.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$179M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$59.9M
3
Deutsche Bank
Deutsche Bank
Germany
-$40.6M
4
WP
Woodline Partners
California
-$28.4M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$24.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
476
Bartlett & Co Wealth Management
Ohio
$351K – – –
SIMG
477
Sonora Investment Management Group
Arizona
$349K – – –
AWA
478
Arete Wealth Advisors
Illinois
$349K -$13.2K -156 -4%
PP
479
Prudential plc
United Kingdom
$344K – – –
FH
480
Financial Harvest
Florida
$344K +$344K +2,226 New
AI
481
Atria Investments
North Carolina
$344K +$12.1K +143 +4%
JGIA
482
Jackson Grant Investment Advisers
Connecticut
$337K – – –
CAG
483
Csenge Advisory Group
Florida
$330K -$1.73K -24 -0.5%
SWP
484
Sagespring Wealth Partners
Tennessee
$327K +$23.8K +282 +8%
MPM
485
MBB Public Markets
Illinois
$327K +$327K +3,870 New
GCM
486
Glaxis Capital Management
Florida
$323K +$2.87K +34 +0.9%
SWP
487
Stratos Wealth Partners
Ohio
$323K +$12.2K +144 +4%
RSWA
488
Robinson Smith Wealth Advisors
Maine
$322K – – –
BCM
489
Bayesian Capital Management
New York
$321K +$321K +3,800 New
MSA
490
MUFG Securities Americas
New York
$314K +$52.1K +618 +20%
STCOSD
491
Sageworth Trust Company of South Dakota
South Dakota
$312K – – –
BC
492
Burney Company
Virginia
$310K -$6.75K -80 -2%
KWM
493
Kingsview Wealth Management
Oregon
$308K -$12.5K -148 -4%
FMII
494
Farmers & Merchants Investments Inc
Nebraska
$306K -$43.4K -514 -12%
SAM
495
Sompo Asset Management
Japan
$303K -$138K -1,630 -31%
MME
496
Meag Munich Ergo
Germany
$300K +$300K +3,556 New
SCM
497
Stevens Capital Management
Pennsylvania
$300K +$300K +3,553 New
RIA
498
Regal Investment Advisors
Michigan
$299K -$6.07K -72 -2%
ACA
499
Aptus Capital Advisors
Alabama
$299K +$36.4K +431 +14%
FCFC
500
First Citizens Financial Corp
Iowa
$297K – – –
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