PFG icon

Principal Financial Group

809 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, 314 increasing their positions, 273 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

3% less funds holding

Funds holding: 834809 (-25)

5% less capital invested

Capital invested by funds: $13.9B → $13.1B (-$751M)

16% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 98

Holders
809
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.4M
Puts
$8.31M
Net Calls
Net Calls Change

Top Buyers

1 +$86.1M
2 +$52.7M
3 +$52.2M
4
BlackRock
BlackRock
New York
+$48.9M
5
Victory Capital Management
Victory Capital Management
Texas
+$46.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RSWA
476
Robinson Smith Wealth Advisors
Maine
$304K
LA
477
LVW Advisors
New York
$297K
STCOSD
478
Sageworth Trust Company of South Dakota
South Dakota
$294K
GAM
479
Gotham Asset Management
New York
$292K
CPBTD
480
Central Pacific Bank - Trust Division
Hawaii
$289K
BJL
481
Brighton Jones LLC
Washington
$287K
AI
482
Atria Investments
North Carolina
$287K
OWA
483
One Wealth Advisors
California
$287K
IGAM
484
iA Global Asset Management
Quebec, Canada
$287K
SIMG
485
Sonora Investment Management Group
Arizona
$286K
SAM
486
Sompo Asset Management
Japan
$285K
IHWM
487
Iron Horse Wealth Management
Iowa
$285K
BC
488
Burney Company
Virginia
$285K
SRL
489
Scientech Research LLC
New Jersey
$283K
FCFC
490
First Citizens Financial Corp
Iowa
$280K
MA
491
Mutual Advisors
Nebraska
$270K
LSPW
492
Lake Street Private Wealth
Illinois
$270K
CIA
493
Concurrent Investment Advisors
Florida
$265K
CCA
494
Checchi Capital Advisers
California
$265K
KNFPWM
495
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$265K
ACA
496
Aptus Capital Advisors
Alabama
$264K
HI
497
Horizon Investments
North Carolina
$263K
CIEC
498
Crédit Industriel et Commercial
France
$262K
1WA
499
180 Wealth Advisors
Washington
$261K
HNB
500
Huntington National Bank
Ohio
$260K