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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 %
Brown Advisory
501
Brown Advisory
Maryland
$256K +$4.37K +55 +2%
William Blair & Company
502
William Blair & Company
Illinois
$255K -$22.4K -282 -8%
IPWA
503
International Private Wealth Advisors
California
$254K +$4.45K +56 +2%
ATPW
504
Ashton Thomas Private Wealth
Arizona
$250K +$250K +3,151 New
MPM
505
MBB Public Markets
Illinois
$250K -$57.8K -728 -19%
SI
506
Seeds Investor
New York
$246K -$90.2K -1,135 -27%
RIL
507
Rothschild Investment LLC
Illinois
$245K +$1.11K +14 +0.5%
KeyBank National Association
508
KeyBank National Association
Ohio
$245K -$20.3K -256 -8%
RWS
509
Resolute Wealth Strategies
Mississippi
$243K +$1.19K +15 +0.5%
RG
510
Renaissance Group
Kentucky
$243K -$31.6K -398 -12%
RT
511
Rockland Trust
Massachusetts
$242K – – –
SFP
512
Shepherd Financial Partners
Massachusetts
$239K -$477 -6 -0.2%
SNBOSD
513
Security National Bank of So Dak
Iowa
$238K -$9.61K -121 -4%
GMA
514
Glassy Mountain Advisors
Maryland
$238K – – –
PFM
515
Patton Fund Management
Texas
$238K +$238K +2,998 New
RAG
516
RIA Advisory Group
Iowa
$237K +$556 +7 +0.2%
TRCT
517
Tower Research Capital (TRC)
New York
$235K -$396K -4,990 -63%
WPC
518
Wedmont Private Capital
Pennsylvania
$233K -$18K -223 -7%
BB
519
Busey Bank
Illinois
$231K -$397 -5 -0.2%
FMII
520
Farmers & Merchants Investments Inc
Nebraska
$231K -$57K -718 -20%
BCM
521
Brookstone Capital Management
Illinois
$231K +$3.1K +39 +1%
DS
522
DRW Securities
Illinois
$231K +$231K +2,903 New
AC
523
Apella Capital
Connecticut
$229K +$229K +2,851 New
VAG
524
VisionPoint Advisory Group
Texas
$226K +$30.7K +387 +16%
STA
525
Summit Trail Advisors
New York
$226K +$226K +2,847 New
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