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Principal Financial Group
PFG

Overview Fund Activity

801 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, 268 reducing their positions, and 97 closing their positions.

Holders
801
Holders Change
-31
Holders Change %
-3.73%
% of All Funds
10.75%
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
314
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
1
Bank of America
North Carolina
$983M
2
Amundi
2
Amundi
France
$144M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$138M
4
BlackRock
4
BlackRock
New York
$1.6B
5
Victory Capital Management
5
Victory Capital Management
Texas
$341M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$8.95M
3
Goldman Sachs
3
Goldman Sachs
New York
$153M
4
MPI
4
Mairs & Power Inc
Minnesota
$28.8M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
576
Clarity Asset Management
Iowa
$97.9K +$397 +5 +0.4%
JWA
577
JFS Wealth Advisors
Pennsylvania
$97.5K -$9.21K -116 -9%
CAL
578
Capital Advisors Ltd
Ohio
$95K -$2.37K -30 -2%
RFS
579
Richardson Financial Services
Massachusetts
$93K +$808 +10 +0.9%
VCM
580
Versant Capital Management
Arizona
$90.8K -$31.9K -402 -26%
OW
581
Olistico Wealth
Oklahoma
$90.3K +$874 +11 +1%
CFO
582
CVA Family Office
Colorado
$89.1K +$7.07K +89 +9%
CA
583
CoreCap Advisors
Michigan
$87.5K -$238 -3 -0.3%
PCM
584
Prospera Capital Management
Arizona
$87.4K +$13 +6 +0%
OIAM
585
OFI Invest Asset Management
France
$82.7K +$82.7K +1,222 New
RWM
586
RMG Wealth Management
Wisconsin
$80.4K +$80.4K +992 New
PP
587
Pingora Partners
Wyoming
$79.4K – – –
BTI
588
Blue Trust Inc
Georgia
$76.7K -$3.02K -38 -4%
SNB
589
Security National Bank
Nebraska
$76.3K -$146K -1,835 -66%
PB
590
Pinnacle Bancorp
Nebraska
$75.5K – – –
LWCFA
591
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$75.5K – – –
MYIA
592
Mount Yale Investment Advisors
Colorado
$74.5K +$74.5K +938 New
CFB
593
Cullen/Frost Bankers
Texas
$70K -$5.72K -72 -8%
TH
594
TCTC Holdings
Texas
$69.5K – – –
TFM
595
TFC Financial Management
Massachusetts
$69.2K +$2.46K +31 +4%
FCAS
596
First Command Advisory Services
Texas
$68.6K – – –
BI
597
Binnacle Investments
Iowa
$61.1K – – –
PTC
598
Private Trust Company
Ohio
$61K +$34.2K +430 +127%
CA
599
Clearstead Advisors
Ohio
$60.9K +$8.9K +112 +17%
C
600
Covestor
United Kingdom
$60K +$6.26K +79 +12%
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