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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 %
PWAM
651
Private Wealth Asset Management
Iowa
$32K +$19.9K +250 +163%
MWA
652
Miller Wealth Advisors
Colorado
$31.5K – – –
MA
653
MCF Advisors
Kentucky
$31.3K – – –
GIA
654
GHP Investment Advisors
Colorado
$30.5K – – –
CW
655
Curio Wealth
Maryland
$30.1K +$30K +378 +37,800%
QL
656
Quarry LP
New York
$30.1K +$30.1K +379 New
PWA
657
Physician Wealth Advisors
Utah
$29.7K – – –
RAM
658
Riggs Asset Management
Pennsylvania
$29.5K – – –
TFA
659
Toth Financial Advisory
Virginia
$29K – – –
BIA
660
Bell Investment Advisors
California
$28.4K – – –
TCM
661
TD Capital Management
Tennessee
$28.3K +$318 +4 +1%
ANBT
662
American National Bank & Trust
Texas
$27.7K +$27.7K +349 New
TCM
663
Traub Capital Management
Massachusetts
$26.3K +$26.3K +331 New
Acadian Asset Management
664
Acadian Asset Management
Massachusetts
$25K -$7.81M -100,313 -100%
OLVIG
665
Oliver Lagore Vanvalin Investment Group
Michigan
$25K +$25K +296 New
CWP
666
Concord Wealth Partners
Virginia
$24.6K – – –
TPCW
667
TD Private Client Wealth
New York
$24.5K +$238 +3 +1%
MAM
668
Meeder Asset Management
Ohio
$24.3K +$5.4K +68 +29%
NAAA
669
New Age Alpha Advisors
New York
$24K – – –
BWL
670
Bogart Wealth LLC
Virginia
$23.8K -$477 -6 -2%
OSNBOA
671
Old Second National Bank of Aurora
Illinois
$23.8K – – –
FPF
672
First Pacific Financial
Washington
$23.4K – – –
PK
673
Pflug Koory
Nebraska
$22.6K – – –
NSIM
674
North Star Investment Management
Illinois
$22K – – –
NC
675
NewSquare Capital
Pennsylvania
$21.7K -$2.53K -215 -10%
25 26
27
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