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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 %
PWAM
751
Private Wealth Asset Management
Iowa
$12.9K 153 +153 New
HIW
752
Holos Integrated Wealth
Pennsylvania
$11.6K 138 – –
BFS
753
Burkett Financial Services
South Carolina
$11.3K 134 +1 +0.8%
VWM
754
Vermillion Wealth Management
Minnesota
$11.1K 132 – –
GKIM
755
GW&K Investment Management
Massachusetts
$11K 136 +5 +4%
WTFG
756
Wood Tarver Financial Group
Idaho
$11K 130 – –
TSMHT
757
Thurston Springer Miller Herd & Titak
Indiana
$10.4K 123 – –
PPA
758
Painted Porch Advisors
California
$10K 119 – –
WPA
759
West Paces Advisors
Georgia
$10K 119 +100 +526%
OAJ
760
Ogorek Anthony Joseph
New York
$10K 121 +121 New
MSWA
761
Marshall & Sterling Wealth Advisors
New York
$9.89K 117 +117 New
S
762
Sachetta
Massachusetts
$9.7K 115 -2 -2%
CWM
763
Centricity Wealth Management
Ohio
$9.7K 115 – –
RFG
764
REAP Financial Group
Texas
$9.53K 113 +1 +0.9%
MFT
765
Moisand Fitzgerald Tamayo
Florida
$9.28K 110 – –
SL
766
Salomon & Ludwin
Virginia
$9.2K 109 – –
CPG
767
Cornerstone Planning Group
New Jersey
$9.18K 124 +11 +10%
RA
768
Rise Advisors
New York
$8.69K 103 +103 New
TWD
769
True Wealth Design
Ohio
$8.52K 101 +101 New
AEPWM
770
Atlantic Edge Private Wealth Management
Florida
$8.44K 100 – –
FNWA
771
Financial Network Wealth Advisors
Utah
$8.44K 100 – –
AP
772
Atwood & Palmer
Missouri
$8.44K 100 – –
RDFA
773
Ritter Daniher Financial Advisory
Ohio
$8.44K 100 – –
AA
774
Ancora Advisors
Ohio
$7.59K 90 – –
SCB
775
Saudi Central Bank
Saudi Arabia
$7.59K 90 +90 New
29 30
31
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