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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 %
NL
776
NVWM LLC
Pennsylvania
$1.19K 15 +15 New
AW
777
Avion Wealth
Texas
$1K 18 -2 -10%
PCM
778
Penserra Capital Management
California
$1K 21 – –
BHWM
779
Bay Harbor Wealth Management
Maryland
$953 12 +5 +71%
AP
780
Aspect Partners
Virginia
$874 11 -6 -35%
HIA
781
HFM Investment Advisors
New Jersey
$874 11 +6 +120%
RWM
782
Rialto Wealth Management
New York
$715 9 -6 -40%
PWM
783
Parkworth Wealth Management
California
$715 9 +3 +50%
VWA
784
Valued Wealth Advisors
Utah
$640 8 – –
CTWM
785
Cherry Tree Wealth Management
Minnesota
$636 8 – –
Kayne Anderson Rudnick Investment Management
786
Kayne Anderson Rudnick Investment Management
California
$635 8 – –
ACA
787
American Capital Advisory
Idaho
$557 7 +5 +250%
AWM
788
Activest Wealth Management
Florida
$556 7 -28 -80%
CIAS
789
CBIZ Investment Advisory Services
Ohio
$556 7 -23 -77%
SFCL
790
Strengthening Families & Communities LLC
Massachusetts
$481 6 +6 New
AA
791
Addison Advisors
Vermont
$477 6 +6 New
WA
792
WestEnd Advisors
North Carolina
$318 4 -2 -33%
QWM
793
Quaker Wealth Management
New Jersey
$318 4 +4 New
DF
794
DecisionPoint Financial
Arizona
$162 2 +2 New
SWA
795
SOA Wealth Advisors
New York
$91 1 – –
YDMI
796
Y.D. More Investments
Israel
$46 196 -105 -35%
Capital Research Global Investors
797
Capital Research Global Investors
California
– – -4,983,302 Closed
TC
798
TwinBeech Capital
New York
– – -113,227 Closed
TI
799
Trexquant Investment
Connecticut
– – -106,820 Closed
Renaissance Technologies
800
Renaissance Technologies
New York
– – -91,000 Closed
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32
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