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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 %
CCA
626
Catalyst Capital Advisors
New York
$88.8K +$27.6K +327 +45%
CFO
627
CVA Family Office
Colorado
$87.2K +$1.6K +19 +2%
DSC
628
Duncker Streett & Co
Missouri
$85.2K – – –
BTI
629
Blue Trust Inc
Georgia
$84.6K +$38.1K +451 +82%
PP
630
Pingora Partners
Wyoming
$84.4K – – –
CFB
631
Cullen/Frost Bankers
Texas
$80.4K -$9.37K -111 -10%
PB
632
Pinnacle Bancorp
Nebraska
$80.2K – – –
TH
633
TCTC Holdings
Texas
$73.8K – – –
FCAS
634
First Command Advisory Services
Texas
$72.9K – – –
TFM
635
TFC Financial Management
Massachusetts
$70.9K – – –
LWCFA
636
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$70.3K – – –
FCT
637
First Community Trust
Iowa
$68.9K – – –
MFA
638
McClarren Financial Advisors
Pennsylvania
$68K -$133K -536 -66%
BI
639
Binnacle Investments
Iowa
$64.9K +$64.9K +769 New
SC
640
Stephens Consulting
Michigan
$61.2K – – –
WA
641
Whipplewood Advisors
Colorado
$59.1K -$10.3M -696 -99%
GGI
642
Godsey & Gibb Inc
Virginia
$59.1K – – –
WAM
643
WFA Asset Management
Wisconsin
$59.1K +$14.4K +167 +32%
LFG
644
Larson Financial Group
Missouri
$57.5K +$8.77K +104 +18%
NEWAS
645
N.E.W. Advisory Services
Wisconsin
$57.2K +$57.2K +678 New
C
646
Covestor
United Kingdom
$57K +$11.6K +138 +26%
CA
647
Clearstead Advisors
Ohio
$55.3K +$10.6K +126 +24%
TF
648
Tompkins Financial
New York
$54.8K +$54.8K +650 New
CHC
649
City Holding Co
West Virginia
$53.6K -$23K -273 -30%
WAS
650
Winch Advisory Services
Wisconsin
$52.1K +$337 +4 +0.7%
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