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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 %
CCA
501
Checchi Capital Advisers
California
$295K +$40.1K +475 +16%
William Blair & Company
502
William Blair & Company
Illinois
$294K -$14.3K -169 -5%
IHWM
503
Iron Horse Wealth Management
Iowa
$293K -$3.8K -45 -1%
RG
504
Renaissance Group
Kentucky
$291K -$13.6K -161 -4%
BJL
505
Brighton Jones LLC
Washington
$289K +$41.7K +494 +17%
1WA
506
180 Wealth Advisors
Washington
$287K -$506 -6 -0.2%
LSPW
507
Lake Street Private Wealth
Illinois
$286K +$591 +7 +0.2%
CIBC Private Wealth Group
508
CIBC Private Wealth Group
Georgia
$284K +$109K +1,572 +63%
MCP
509
Martin Capital Partners
Oregon
$283K +$51.6K +612 +22%
PCMC
510
Paragon Capital Management (Colorado)
Colorado
$282K +$2.53K +30 +0.9%
KeyBank National Association
511
KeyBank National Association
Ohio
$282K +$12.7K +150 +5%
BCP
512
Blackhawk Capital Partners
Wisconsin
$281K +$281K +3,336 New
BIG
513
Brooklyn Investment Group
New York
$281K -$1.1K -13 -0.4%
CPBTD
514
Central Pacific Bank - Trust Division
Hawaii
$279K +$279K +3,306 New
JF
515
Jump Financial
Illinois
$278K -$538K -6,372 -66%
KNFPWM
516
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$277K – – –
FFN
517
Focus Financial Network
Minnesota
$275K +$275K +3,262 New
CTA
518
Chesley Taft & Associates
Illinois
$275K +$253 +3 +0.1%
ASN
519
Advisory Services Network
Georgia
$271K -$30.1K -357 -10%
CG
520
Caprock Group
Idaho
$270K -$180K -2,136 -40%
MS
521
Maven Securities
Jersey
$269K +$269K +3,186 New
Brown Advisory
522
Brown Advisory
Maryland
$268K -$169 -2 -0.1%
DWP
523
Daymark Wealth Partners
Ohio
$267K +$2.36K +28 +0.9%
IPWA
524
International Private Wealth Advisors
California
$265K +$22.9K +272 +9%
SNBOSD
525
Security National Bank of So Dak
Iowa
$263K +$10.2K +121 +4%
19 20
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