PFG icon

Principal Financial Group

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
Name Holding Trade Value Shares
Change
Shares
Change %
HRC
676
Hoertkorn Richard Charles
$21.6K
BCMLT
677
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.1K +$79 +1 +0.4%
CFFP
678
Center for Financial Planning
Michigan
$21K
TWD
679
True Wealth Design
Ohio
$20.7K +$12.7K +160 +158%
KFI
680
Key Financial Inc
Pennsylvania
$20.1K
YP
681
YANKCOM Partnership
South Dakota
$19.7K
DJSG
682
D.J. St. Germain
Massachusetts
$19K -$4.93K -62 -21%
FP
683
Financial Perspectives
Minnesota
$18.9K -$6.04K -76 -24%
GBT
684
Grove Bank & Trust
Florida
$18.7K +$2.15K +27 +13%
VNA
685
Valley National Advisers
Pennsylvania
$18K -$77 -1 -0.4%
TSMHT
686
Thurston Springer Miller Herd & Titak
Indiana
$17.7K +$7.94K +100 +81%
GKIM
687
GW&K Investment Management
Massachusetts
$17K +$6.09K +76 +56%
SA
688
SRH Advisors
Kansas
$16.8K
DIP
689
DT Investment Partners
Pennsylvania
$16.7K
FHA
690
First Horizon Advisors
Tennessee
$16.7K
FFA
691
Frazier Financial Advisors
Ohio
$16.5K +$11.3K +142 +215%
ACA
692
Atlas Capital Advisors
Wyoming
$16.5K -$128K -1,610 -89%
KTC
693
Kentucky Trust Company
Kentucky
$15.9K
TCOT
694
Trust Company of Toledo
Ohio
$15.9K +$15.9K +200 New
NECFA
695
New England Capital Financial Advisors
Connecticut
$15.9K +$15.9K +200 New
CT
696
Clearstead Trust
Maine
$15.7K -$2.22K -28 -12%
USB
697
Union Savings Bank
Connecticut
$15.2K
ABWM
698
Alpine Bank Wealth Management
Colorado
$15K
SIS
699
Strategic Investment Solutions
Illinois
$15K
NS
700
NBC Securities
Alabama
$15K