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Principal Financial Group
PFG

Overview Fund Activity

797 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, 312 increasing their positions, 266 reducing their positions, and 97 closing their positions.

Holders
797
Holders Change
-35
Holders Change %
-4.21%
% of All Funds
10.7%
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
312
Reduced
266
Closed
97
Calls
$8.6M
Puts
$5.67M
Net Calls
+$2.93M
Net Calls Change
+$940K

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$227M
2
Bank of America
2
Bank of America
North Carolina
$983M
3
Amundi
3
Amundi
France
$144M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$138M
5
BlackRock
5
BlackRock
New York
$1.6B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$8.95M
3
Goldman Sachs
3
Goldman Sachs
New York
$153M
4
MPI
4
Mairs & Power Inc
Minnesota
$28.8M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$35.2M
Name Market Value Shares Shares
Change 		Shares
Change %
IWM
751
IMG Wealth Management
Florida
$4.61K 58 +58 New
TPWA
752
Twin Peaks Wealth Advisors
California
$3.86K 50 +50 New
PSFG
753
Park Square Financial Group
Georgia
$3.57K 45 – –
HHMI
754
Howard Hughes Medical Institute
Maryland
$3.57K 45 +45 New
AIC
755
Archer Investment Corporation
Indiana
$3.5K 44 – –
AGWCA
756
Annis Gardner Whiting Capital Advisors
Florida
$3.34K 42 +30 +250%
AWM
757
Abound Wealth Management
Tennessee
$3.26K 41 – –
FMP
758
Financial Management Professionals
Texas
$3.02K 38 -45 -54%
DPW
759
DiNuzzo Private Wealth
Pennsylvania
$2.78K 35 -1 -3%
RJA
760
Ross\Johnson & Associates
Minnesota
$2.78K 35 – –
PWMG
761
Prestige Wealth Management Group
New Jersey
$2.7K 34 – –
HWA
762
Heritage Wealth Advisors
Virginia
$2.3K 29 – –
TIM
763
Tortoise Investment Management
New York
$2.22K 28 +28 New
LI
764
LRI Investments
Florida
$2.07K 26 – –
MPW
765
MASECO Private Wealth
$2.06K 26 +26 New
WCM
766
WealthTrak Capital Management
Virginia
$1.99K 25 -20 -44%
GC
767
Garde Capital
Washington
$1.99K 25 – –
SO
768
Sierra Ocean
California
$1.63K 20 -15 -43%
HFS
769
Hughes Financial Services
Virginia
$1.61K 21 +15 +250%
DF
770
Dunhill Financial
United Kingdom
$1.6K 20 – –
GWSA
771
Global Wealth Strategies & Associates
Colorado
$1.59K 20 – –
KG
772
Kilter Group
New York
$1.51K 19 +19 New
NWM
773
Nova Wealth Management
Florida
$1.43K 18 +18 New
WWM
774
Wolff Wiese Magana
California
$1.19K 15 – –
PWA
775
Principia Wealth Advisory
Texas
$1.19K 15 +9 +150%
29 30
31
32 33