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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
$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 %
CT
701
Colonial Trust
South Carolina
$29.3K +$2.03K +24 +7%
PTC
702
Private Trust Company
Ohio
$28.5K -$4.13K -49 -13%
AF
703
Advisornet Financial
Minnesota
$27.1K +$84 +1 +0.3%
FP
704
Financial Perspectives
Minnesota
$26.5K – – –
CWP
705
Concord Wealth Partners
Virginia
$26.2K – – –
TPCW
706
TD Private Client Wealth
New York
$25.8K -$3.46K -41 -12%
BWL
707
Bogart Wealth LLC
Virginia
$25.8K +$506 +6 +2%
NAAA
708
New Age Alpha Advisors
New York
$25.5K +$1.52K +18 +6%
DJSG
709
D.J. St. Germain
Massachusetts
$25.4K -$5.4K -64 -18%
OSNBOA
710
Old Second National Bank of Aurora
Illinois
$25.3K -$675 -8 -3%
FPF
711
First Pacific Financial
Washington
$24.9K – – –
PK
712
Pflug Koory
Nebraska
$24K – – –
NSIM
713
North Star Investment Management
Illinois
$23.4K – – –
HRC
714
Hoertkorn Richard Charles
$22.9K – – –
CFFP
715
Center for Financial Planning
Michigan
$22.3K – – –
BCMLT
716
Beacon Capital Management LLC (Tennessee)
Tennessee
$22.3K +$253 +3 +1%
BWAM
717
Boyd Watterson Asset Management
Ohio
$21.3K -$11K -130 -34%
KFI
718
Key Financial Inc
Pennsylvania
$21.3K – – –
RF
719
Rossby Financial
Florida
$21.3K +$21.3K +290 New
HNW
720
High Note Wealth
Minnesota
$21K +$21K +249 New
YP
721
YANKCOM Partnership
South Dakota
$20.9K – – –
MAM
722
Meeder Asset Management
Ohio
$20.1K +$8.27K +98 +70%
UFF
723
USA Financial Formulas
Michigan
$19.5K +$19.5K +231 New
CT
724
Clearstead Trust
Maine
$19.1K +$19.1K +226 New
VNA
725
Valley National Advisers
Pennsylvania
$19K +$483 +6 +3%
27 28
29
30 31