PFG icon

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 %
RIL
526
Rothschild Investment LLC
Illinois
$259K -$1.6K -19 -0.6%
UB
527
UMB Bank
Missouri
$259K -$128K -1,521 -33%
HNB
528
Huntington National Bank
Ohio
$258K -$12.8K -152 -5%
ETC
529
Exchange Traded Concepts
Oklahoma
$258K -$19K -225 -7%
RT
530
Rockland Trust
Massachusetts
$257K -$26.5K -314 -9%
RWS
531
Resolute Wealth Strategies
Mississippi
$257K +$1.18K +14 +0.5%
HI
532
Horizon Investments
North Carolina
$255K +$9.11K +108 +4%
SFP
533
Shepherd Financial Partners
Massachusetts
$254K +$253 +3 +0.1%
GMA
534
Glassy Mountain Advisors
Maryland
$253K – – –
CIA
535
Concurrent Investment Advisors
Florida
$253K +$6.08K +72 +2%
GCM
536
Graham Capital Management
Connecticut
$252K -$433K -5,131 -63%
RAG
537
RIA Advisory Group
Iowa
$251K -$391K -4,632 -61%
LI
538
LifeWealth Investments
Florida
$249K +$249K +2,955 New
AFG
539
Atomi Financial Group
New York
$248K +$248K +2,934 New
BB
540
Busey Bank
Illinois
$246K -$591 -7 -0.2%
IWC
541
Integrated Wealth Concepts
Massachusetts
$244K +$244K +2,896 New
PA
542
Profund Advisors
Maryland
$242K -$6.5K -77 -3%
BCM
543
Brookstone Capital Management
Illinois
$242K +$242K +2,865 New
NB
544
Nicolet Bankshares
Wisconsin
$240K -$4.22K -50 -2%
GS
545
GTS Securities
New York
$238K -$15.8K -187 -6%
MHB
546
Midwest Heritage Bank
Iowa
$236K +$236K +2,803 New
SNB
547
Security National Bank
Nebraska
$236K – – –
BP
548
Ballentine Partners
Massachusetts
$236K +$2.28K +27 +1%
PNC
549
Park National Corp
Ohio
$235K – – –
SAG
550
SageView Advisory Group
California
$234K -$11.9K -141 -5%
20 21
22
23 24