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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
+$86.1M
2
Amundi
Amundi
France
+$52.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$52.2M
4
BlackRock
BlackRock
New York
+$48.9M
5
Victory Capital Management
Victory Capital Management
Texas
+$46.6M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$420M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$156M
3
Goldman Sachs
Goldman Sachs
New York
-$54.2M
4
MPI
Mairs & Power Inc
Minnesota
-$34.1M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$26.2M
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%
OIAM
584
OFI Invest Asset Management
France
$82.7K +$82.7K +1,222 New
RWM
585
RMG Wealth Management
Wisconsin
$80.4K +$80.4K +992 New
PP
586
Pingora Partners
Wyoming
$79.4K – – –
BTI
587
Blue Trust Inc
Georgia
$76.7K -$3.02K -38 -4%
SNB
588
Security National Bank
Nebraska
$76.3K -$146K -1,835 -66%
PB
589
Pinnacle Bancorp
Nebraska
$75.5K – – –
LWCFA
590
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$75.5K – – –
MYIA
591
Mount Yale Investment Advisors
Colorado
$74.5K +$74.5K +938 New
CFB
592
Cullen/Frost Bankers
Texas
$70K -$5.72K -72 -8%
TH
593
TCTC Holdings
Texas
$69.5K – – –
TFM
594
TFC Financial Management
Massachusetts
$69.2K +$2.46K +31 +4%
FCAS
595
First Command Advisory Services
Texas
$68.6K – – –
BI
596
Binnacle Investments
Iowa
$61.1K – – –
PTC
597
Private Trust Company
Ohio
$61K +$34.2K +430 +127%
CA
598
Clearstead Advisors
Ohio
$60.9K +$8.9K +112 +17%
C
599
Covestor
United Kingdom
$60K +$6.26K +79 +12%
SC
600
Stephens Consulting
Michigan
$57.7K +$79 +1 +0.1%
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