PFG icon

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 %
LIS
751
Legacy Investment Solutions
Idaho
$5.72K +$5.72K +72 New
ME
752
McIlrath & Eck
Washington
$5.64K – – –
NMG
753
New Millennium Group
Utah
$5.4K -$10.8K -136 -67%
IWM
754
IMG Wealth Management
Florida
$4.61K +$4.61K +58 New
TPWA
755
Twin Peaks Wealth Advisors
California
$3.86K +$3.86K +50 New
PSFG
756
Park Square Financial Group
Georgia
$3.57K – – –
HHMI
757
Howard Hughes Medical Institute
Maryland
$3.57K +$3.57K +45 New
AIC
758
Archer Investment Corporation
Indiana
$3.5K – – –
AGWCA
759
Annis Gardner Whiting Capital Advisors
Florida
$3.34K +$2.38K +30 +250%
AWM
760
Abound Wealth Management
Tennessee
$3.26K – – –
FMP
761
Financial Management Professionals
Texas
$3.02K -$3.57K -45 -54%
DPW
762
DiNuzzo Private Wealth
Pennsylvania
$2.78K -$79 -1 -3%
RJA
763
Ross\Johnson & Associates
Minnesota
$2.78K – – –
PWMG
764
Prestige Wealth Management Group
New Jersey
$2.7K – – –
HWA
765
Heritage Wealth Advisors
Virginia
$2.3K – – –
TIM
766
Tortoise Investment Management
New York
$2.22K +$2.22K +28 New
LI
767
LRI Investments
Florida
$2.07K – – –
MPW
768
MASECO Private Wealth
$2.06K +$2.06K +26 New
WCM
769
WealthTrak Capital Management
Virginia
$1.99K -$1.59K -20 -44%
GC
770
Garde Capital
Washington
$1.99K – – –
SO
771
Sierra Ocean
California
$1.63K -$1.22K -15 -43%
HFS
772
Hughes Financial Services
Virginia
$1.61K +$1.15K +15 +250%
DF
773
Dunhill Financial
United Kingdom
$1.6K – – –
GWSA
774
Global Wealth Strategies & Associates
Colorado
$1.59K – – –
KG
775
Kilter Group
New York
$1.51K +$1.51K +19 New
29 30
31
32 33