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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
$983M
2
Amundi
Amundi
France
$144M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$138M
4
BlackRock
BlackRock
New York
$1.6B
5
Victory Capital Management
Victory Capital Management
Texas
$341M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$8.95M
3
Goldman Sachs
Goldman Sachs
New York
$153M
4
MPI
Mairs & Power Inc
Minnesota
$28.8M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWIA
51
Fort Washington Investment Advisors
Ohio
$25M +$338K +4,251 +1%
Zurich Cantonal Bank
52
Zurich Cantonal Bank
Switzerland
$24.9M +$1.73M +21,787 +7%
T. Rowe Price Associates
53
T. Rowe Price Associates
Maryland
$24.4M +$165K +2,080 +0.7%
Millennium Management
54
Millennium Management
New York
$23.1M +$12.7M +159,961 +123%
Two Sigma Advisers
55
Two Sigma Advisers
New York
$21.8M +$5.12M +64,400 +31%
PCM
56
Prana Capital Management
Connecticut
$20.6M +$20.6M +259,230 New
SIS
57
Sound Income Strategies
Florida
$19.8M +$972K +12,241 +5%
Ameriprise
58
Ameriprise
Minnesota
$19.4M +$3.86M +48,657 +25%
Citadel Advisors
59
Citadel Advisors
Florida
$19.1M -$5M -62,940 -21%
LIP
60
Lighthouse Investment Partners
Florida
$19M +$19M +239,806 New
American Century Companies
61
American Century Companies
Missouri
$19M +$7.04M +88,646 +59%
AllianceBernstein
62
AllianceBernstein
Tennessee
$18.5M -$1.45M -18,207 -7%
Canada Life
63
Canada Life
Manitoba, Canada
$18.5M +$480K +6,039 +3%
Wells Fargo
64
Wells Fargo
California
$18.4M +$2.77M +34,818 +18%
Raymond James Financial
65
Raymond James Financial
Florida
$18.1M +$2.24M +28,159 +14%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$17.5M +$175K +2,200 +1%
Principal Financial Group
67
Principal Financial Group
Iowa
$17.2M -$1.06M -13,311 -6%
Citigroup
68
Citigroup
New York
$17.2M +$748K +9,415 +5%
GHA
69
GW Henssler & Associates
Georgia
$17M +$328K +4,124 +2%
Man Group
70
Man Group
United Kingdom
$16.9M +$2.32M +29,250 +16%
State of Wisconsin Investment Board
71
State of Wisconsin Investment Board
Wisconsin
$16.8M +$6.07M +76,414 +57%
Treasurer of the State of North Carolina
72
Treasurer of the State of North Carolina
North Carolina
$16.3M +$4.91M +61,873 +43%
Swedbank
73
Swedbank
Sweden
$15.7M +$2.8M +35,228 +22%
Tudor Investment Corp
74
Tudor Investment Corp
Connecticut
$15.6M +$15.6M +195,789 New
Korea Investment Corp
75
Korea Investment Corp
South Korea
$15.3M +$4.69M +59,000 +44%
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