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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 %
NS
701
NBC Securities
Alabama
$15K – – –
SS
702
SBI Securities
Japan
$14.7K -$1.91K -24 -11%
IRC
703
Investors Research Corp
Georgia
$13.7K – – –
SWP
704
Strategic Wealth Partners
Ohio
$13.7K +$13.7K +173 New
TFG
705
Team Financial Group
California
$13.6K +$13.6K +171 New
BGAI
706
Bruce G. Allen Investments
Colorado
$13.5K -$3.34K -42 -20%
HWA
707
HHM Wealth Advisors
Tennessee
$13.4K – – –
MAM
708
Marquette Asset Management
Minnesota
$13.3K -$440K -5,534 -97%
SIC
709
SJS Investment Consulting
Ohio
$13.1K -$1.19K -15 -8%
ADL
710
Asset Dedication LLC
California
$12.8K – – –
QPBE
711
Quintet Private Bank (Europe)
Luxembourg
$12.7K +$12.7K +160 New
TCOV
712
Trust Company of Vermont
Vermont
$12.5K – – –
ZBNA
713
Zions Bancorporation, National Association
Utah
$11.9K -$20.2K -254 -63%
CBT
714
CoreFirst Bank & Trust
Kansas
$11.9K +$11.9K +150 New
PWMG
715
Private Wealth Management Group
New Jersey
$11.5K -$1.27K -16 -10%
TIM
716
Total Investment Management
Arizona
$11.5K +$11.5K +145 New
SSG
717
Summit Securities Group
New York
$11K +$11K +138 New
BFS
718
Burkett Financial Services
South Carolina
$10.8K +$80 +1 +0.7%
HIW
719
Holos Integrated Wealth
Pennsylvania
$10.6K – – –
Twin Tree Management
720
Twin Tree Management
Texas
$10.6K +$10.6K +133 New
VWM
721
Vermillion Wealth Management
Minnesota
$10.5K – – –
BDPWM
722
Barnes Dennig Private Wealth Management
Ohio
$10.3K +$10.3K +130 New
WTFG
723
Wood Tarver Financial Group
Idaho
$10K – – –
AA
724
Ancora Advisors
Ohio
$9.85K +$2.7K +34 +38%
CPG
725
Cornerstone Planning Group
New Jersey
$9.82K +$381 +5 +4%
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