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Principal Financial Group
PFG

Overview Fund Activity

832 hedge funds and large institutions have $13.8B invested in Principal Financial Group in 2025 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 302 increasing their positions, 257 reducing their positions, and 55 closing their positions.

Holders
832
Holders Change
+54
Holders Change %
+6.94%
% of All Funds
11.3%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
124
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
1
Victory Capital Management
Texas
$313M
2
Bank of America
2
Bank of America
North Carolina
$952M
3
Goldman Sachs
3
Goldman Sachs
New York
$220M
4
State Street
4
State Street
Massachusetts
$908M
5
NL
5
Nuveen LLC
North Carolina
$48M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$175M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$107M
4
Deutsche Bank
4
Deutsche Bank
Germany
$84.4M
5
WP
5
Woodline Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AllianceBernstein
51
AllianceBernstein
Tennessee
$21.2M 251,296 +11,521 +5%
Marshall Wace
52
Marshall Wace
United Kingdom
$20.9M 248,102 +239,964 +2,949%
SIS
53
Sound Income Strategies
Florida
$20M 236,617 +7,940 +3%
Principal Financial Group
54
Principal Financial Group
Iowa
$19.4M 229,603 +2,513 +1%
Canada Life
55
Canada Life
Manitoba, Canada
$19.1M 226,579 -18,737 -8%
First Trust Advisors
56
First Trust Advisors
Illinois
$18.9M 223,742 +32,650 +17%
State Board of Administration of Florida Retirement System
57
State Board of Administration of Florida Retirement System
Florida
$18.4M 218,115 – –
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$18.1M 214,617 -38,787 -15%
Allianz Asset Management
59
Allianz Asset Management
Germany
$17.9M 212,050 +18,481 +10%
Two Sigma Advisers
60
Two Sigma Advisers
New York
$17.7M 209,600 +124,200 +145%
GHA
61
GW Henssler & Associates
Georgia
$17.7M 209,494 +8,403 +4%
Citigroup
62
Citigroup
New York
$17.4M 206,726 +56,418 +38%
Teacher Retirement System of Texas
63
Teacher Retirement System of Texas
Texas
$16.9M 199,900 +199,900 New
Raymond James Financial
64
Raymond James Financial
Florida
$16.9M 199,878 -4,507 -2%
Wells Fargo
65
Wells Fargo
California
$16.6M 197,062 +14,740 +8%
Ameriprise
66
Ameriprise
Minnesota
$16.5M 195,731 +45,929 +31%
Man Group
67
Man Group
United Kingdom
$15.5M 183,877 +43,359 +31%
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$15.2M 180,325 +1,043 +0.6%
National Bank of Canada
69
National Bank of Canada
Quebec, Canada
$15.1M 179,095 +60,024 +50%
Russell Investments Group
70
Russell Investments Group
United Kingdom
$14.1M 167,481 +17,738 +12%
KBC Group
71
KBC Group
Belgium
$14M 165,753 -125,626 -43%
Aberdeen Group
72
Aberdeen Group
United Kingdom
$13.9M 165,700 +88,100 +114%
Swedbank
73
Swedbank
Sweden
$13.7M 162,158 – –
Aviva
74
Aviva
United Kingdom
$13.5M 159,647 +20,162 +14%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$12.8M 152,034 -1,648 -1%
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