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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 %
CYG
626
Clean Yield Group
Vermont
$44.4K – – –
OP
627
ORG Partners
Indiana
$44.2K +$3.15K +39 +8%
GM
628
GeoWealth Management
Illinois
$44K +$6.83K +86 +18%
MWM
629
MorganRosel Wealth Management
Colorado
$43.5K – – –
SV
630
Stilwell Value
New York
$43.4K – – –
CH
631
Cromwell Holdings
Wyoming
$42.1K +$2.22K +28 +6%
DWS
632
Dynamic Wealth Strategies
California
$41.9K – – –
MPWT
633
MassMutual Private Wealth & Trust
Connecticut
$40.7K +$3.57K +45 +10%
WBC
634
Westpac Banking Corp
Australia
$40.6K – – –
PFBT
635
Parkside Financial Bank & Trust
Missouri
$39.2K +$1.11K +14 +3%
PP
636
PrairieView Partners
Minnesota
$39K – – –
NWM
637
Navigoe Wealth Management
California
$38K – – –
JFGIW
638
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$38K – – –
FCT
639
First Community Trust
Iowa
$37.8K -$27.1K -341 -42%
AG
640
AmeriFlex Group
Nevada
$37.1K +$1.65K +21 +5%
FGA
641
Fortis Group Advisors
New Jersey
$36.4K – – –
CCA
642
Catalyst Capital Advisors
New York
$36K -$47.7K -600 -57%
GWSG
643
GPS Wealth Strategies Group
Colorado
$35.7K +$477 +6 +1%
PAG
644
Paladin Advisory Group
Iowa
$35.7K – – –
Group One Trading
645
Group One Trading
Illinois
$35.5K +$35.5K +447 New
BLC
646
Brown, Lisle/Cummings
Rhode Island
$33.6K – – –
BTD
647
BankPlus Trust Department
Mississippi
$33.5K – – –
AIM
648
Anchor Investment Management
South Carolina
$32.9K – – –
FFO
649
Fortitude Family Office
Arizona
$32.2K -$1.59K -20 -5%
CT
650
Colonial Trust
South Carolina
$32K +$4.45K +56 +16%
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