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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 %
BF
601
BOK Financial
Oklahoma
$56.8K -$77.9K -981 -58%
GGI
602
Godsey & Gibb Inc
Virginia
$55.6K – – –
WA
603
Whipplewood Advisors
Colorado
$55.6K +$55.3K +696 +17,400%
WAM
604
WFA Asset Management
Wisconsin
$54K +$314 +4 +0.6%
MCM
605
MV Capital Management
Maryland
$53.9K +$37.6K +473 +230%
PMFA
606
Plante Moran Financial Advisors
Michigan
$51.9K +$8.58K +108 +20%
TF
607
Tompkins Financial
New York
$51.6K – – –
BBHC
608
Brown Brothers Harriman & Co
New York
$51.3K +$12.7K +160 +33%
SIM
609
Sentry Investment Management
Wisconsin
$51K – – –
CHC
610
City Holding Co
West Virginia
$50.4K – – –
AF
611
Advisornet Financial
Minnesota
$49.6K +$24.1K +304 +95%
MSE
612
MUFG Securities EMEA
United Kingdom
$49.2K +$49.2K +620 New
FAM
613
Flaharty Asset Management
Florida
$48.4K – – –
BL
614
BFSG LLC
California
$48.4K +$1.43K +18 +3%
HFS
615
Hantz Financial Services
Michigan
$48K +$32.3K +407 +207%
GSWM
616
Golden State Wealth Management
California
$47.3K – – –
HWM
617
Hemington Wealth Management
Virginia
$47K +$396 +5 +0.9%
HBW
618
Hazlett, Burt & Watson
West Virginia
$46K – – –
SIA
619
Sit Investment Associates
Minnesota
$46K – – –
DMBA
620
Deseret Mutual Benefit Administrators
Utah
$45.8K – – –
WAS
621
Winch Advisory Services
Wisconsin
$45.4K -$3.65K -46 -7%
LB
622
Legacy Bridge
Iowa
$45.3K – – –
M
623
MOTCO
Texas
$45.2K -$1.95K -25 -4%
OL
624
OneFund LLC
Florida
$45K +$45K +565 New
NEWAS
625
N.E.W. Advisory Services
Wisconsin
$44.5K -$9.37K -118 -17%
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