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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 %
EFS
551
Essex Financial Services
Connecticut
$231K -$253 -3 -0.1%
BFG
552
Beacon Financial Group
Texas
$230K -$99.9K -1,184 -30%
P
553
Pitcairn
Pennsylvania
$229K -$1.27K -15 -0.5%
N
554
Numerai
California
$228K -$111K -1,321 -33%
HSA
555
HBK Sorce Advisory
Pennsylvania
$228K -$2.28K -27 -1%
AIP
556
Arrowpoint Investment Partners
Singapore
$228K +$228K +2,700 New
LIM
557
Leavell Investment Management
Alabama
$227K – – –
WP
558
Westmount Partners
California
$227K – – –
WPC
559
Wedmont Private Capital
Pennsylvania
$226K +$3.49K +48 +2%
KC
560
Kinloch Capital
Virginia
$226K – – –
GIA
561
Gladstone Institutional Advisory
Florida
$225K +$225K +2,669 New
PA
562
Prossimo Advisors
California
$225K -$1.85K -22 -0.8%
BBA
563
Baader Bank Aktiengesellschaft
Germany
$223K +$223K +2,647 New
BS
564
Banco Santander
Spain
$223K +$223K +2,639 New
GA
565
Goldstein Advisors
Wisconsin
$222K +$222K +2,637 New
CAM
566
Cidel Asset Management
Ontario, Canada
$222K – – –
JFG
567
Jefferies Financial Group
New York
$220K +$220K +2,603 New
WW
568
Winnow Wealth
Texas
$219K +$2.11K +25 +1%
WT
569
Whittier Trust
California
$219K -$7.85K -93 -3%
ST
570
Sageworth Trust
Pennsylvania
$217K +$217K +2,577 New
S
571
SignatureFD
Georgia
$215K -$844 -10 -0.4%
Koshinski Asset Management
572
Koshinski Asset Management
Illinois
$215K +$215K +2,544 New
TFGT
573
TS Financial Group (TSFG)
Illinois
$211K +$1.86K +22 +0.9%
NSEDCP
574
NJ State Employees Deferred Compensation Plan
New Jersey
$211K +$211K +2,500 New
SCI
575
S&CO Inc
Massachusetts
$210K +$210K +2,500 New
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