PFG icon

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
$313M
2
Bank of America
Bank of America
North Carolina
$952M
3
Goldman Sachs
Goldman Sachs
New York
$220M
4
State Street
State Street
Massachusetts
$908M
5
AQR Capital Management
AQR Capital Management
Connecticut
$53.6M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$175M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$107M
3
Deutsche Bank
Deutsche Bank
Germany
$84.4M
4
WP
Woodline Partners
California
$0
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$36M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
676
Parkside Financial Bank & Trust
Missouri
$40.5K +$2.7K +32 +7%
JFGIW
677
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$40.3K – – –
GM
678
GeoWealth Management
Illinois
$39.5K -$33.8K -401 -46%
MPWT
679
MassMutual Private Wealth & Trust
Connecticut
$39.4K -$3.63K -43 -8%
FGA
680
Fortis Group Advisors
New Jersey
$38.6K – – –
AG
681
AmeriFlex Group
Nevada
$38.1K +$337 +4 +0.9%
PAG
682
Paladin Advisory Group
Iowa
$37.9K – – –
GWSG
683
GPS Wealth Strategies Group
Colorado
$37.5K – – –
FFO
684
Fortitude Family Office
Arizona
$35.9K +$10.3K +122 +40%
BLC
685
Brown, Lisle/Cummings
Rhode Island
$35.7K +$591 +7 +2%
BTD
686
BankPlus Trust Department
Mississippi
$35.6K – – –
AIM
687
Anchor Investment Management
South Carolina
$34.9K -$8.44K -100 -19%
ZBNA
688
Zions Bancorporation, National Association
Utah
$34.1K +$34.1K +404 New
RTC
689
Riverview Trust Company
Washington
$33.4K – – –
MWA
690
Miller Wealth Advisors
Colorado
$33.4K – – –
MA
691
MCF Advisors
Kentucky
$33.2K -$8.94K -106 -21%
SWM
692
Spire Wealth Management
Virginia
$33K -$759 -9 -2%
GIA
693
GHP Investment Advisors
Colorado
$32.4K – – –
VBA
694
von Borstel & Associates
Oregon
$32K +$32K +380 New
PWA
695
Physician Wealth Advisors
Utah
$31.6K – – –
RAM
696
Riggs Asset Management
Pennsylvania
$31.4K – – –
TFA
697
Toth Financial Advisory
Virginia
$30.8K – – –
BIA
698
Bell Investment Advisors
California
$30.2K – – –
TCM
699
TD Capital Management
Tennessee
$29.8K +$253 +3 +0.9%
CW
700
Curio Wealth
Maryland
$29.3K -$11.1M -378 -100%
26 27
28
29 30