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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 %
MCI
726
MRP Capital Investments
Georgia
$19K – – –
WF
727
Wayfinding Financial
Washington
$18K +$18K +222 New
SC
728
SouthState Corp
Florida
$18K +$13.2K +156 +274%
BGAI
729
Bruce G. Allen Investments
Colorado
$17.9K – – –
SA
730
SRH Advisors
Kansas
$17.8K – – –
DIP
731
DT Investment Partners
Pennsylvania
$17.7K – – –
FHA
732
First Horizon Advisors
Tennessee
$17.7K -$9.74K -115 -35%
SS
733
SBI Securities
Japan
$17.6K +$2.03K +24 +13%
GBT
734
Grove Bank & Trust
Florida
$17.6K +$10.1K +120 +135%
MCM
735
MV Capital Management
Maryland
$17.4K -$506 -6 -3%
NMG
736
New Millennium Group
Utah
$17.2K -$422 -5 -2%
HFS
737
Hantz Financial Services
Michigan
$17K +$17K +197 New
KTC
738
Kentucky Trust Company
Kentucky
$16.9K – – –
USB
739
Union Savings Bank
Connecticut
$16.5K – – –
ST
740
Smithfield Trust
Pennsylvania
$16K – – –
NS
741
NBC Securities
Alabama
$16K +$16K +190 New
ABWM
742
Alpine Bank Wealth Management
Colorado
$15.9K +$15.9K +189 New
SIS
743
Strategic Investment Solutions
Illinois
$15.9K – – –
SIC
744
SJS Investment Consulting
Ohio
$15.2K – – –
IRC
745
Investors Research Corp
Georgia
$14.6K – – –
HWA
746
HHM Wealth Advisors
Tennessee
$14.3K +$14.3K +169 New
ADL
747
Asset Dedication LLC
California
$13.6K -$28.7K -340 -68%
PWMG
748
Private Wealth Management Group
New Jersey
$13.6K – – –
TCOV
749
Trust Company of Vermont
Vermont
$13.2K – – –
PWAM
750
Private Wealth Asset Management
Iowa
$12.9K +$12.9K +153 New
28 29
30
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