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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 %
CTC
601
Central Trust Company
Missouri
$146K – – –
BF
602
BOK Financial
Oklahoma
$143K -$8.44K -100 -6%
CAL
603
Capital Analysts LLC
Pennsylvania
$140K – – –
NRG
604
Nemes Rush Group
Michigan
$137K – – –
HIA
605
Harbor Investment Advisory
Maryland
$133K – – –
VCM
606
Versant Capital Management
Arizona
$130K +$107K +1,274 +470%
LFA
607
LGT Financial Advisors
Texas
$128K +$128K +1,518 New
JFA
608
JNBA Financial Advisors
Minnesota
$121K -$8.44K -100 -7%
Walleye Capital
609
Walleye Capital
New York
$121K +$121K +1,430 New
HBT
610
Hills Bank & Trust
Iowa
$118K – – –
RBI
611
Raiffeisen Bank International
Austria
$115K +$12.8K +154 +13%
JWA
612
JFS Wealth Advisors
Pennsylvania
$113K +$506 +6 +0.4%
QC
613
Quent Capital
New York
$110K +$5.32K +63 +5%
WSFS
614
Wilmington Savings Fund Society
Delaware
$109K +$4.13K +49 +4%
SFG
615
Stonebridge Financial Group
Pennsylvania
$107K +$169 +2 +0.2%
MCM
616
Manchester Capital Management
Vermont
$107K +$3.8K +45 +4%
CAL
617
Capital Advisors Ltd
Ohio
$104K -$1.86K -22 -2%
CAM
618
Clarity Asset Management
Iowa
$104K +$338 +4 +0.3%
EF
619
Elite Financial
Idaho
$99K +$99K +1,175 New
EWA
620
EverSource Wealth Advisors
Alabama
$98K +$37.4K +443 +62%
RFS
621
Richardson Financial Services
Massachusetts
$96.2K +$1.69K +20 +2%
OW
622
Olistico Wealth
Oklahoma
$95K +$760 +9 +0.8%
AAP
623
Arax Advisory Partners
Colorado
$94.3K -$163K -1,930 -63%
CA
624
CoreCap Advisors
Michigan
$93.2K +$253 +3 +0.3%
CFS
625
Compass Financial Services
Iowa
$91.2K -$5.23K -62 -5%
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