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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 %
FMP
776
Financial Management Professionals
Texas
$7K 83 +7 +9%
CIAM
777
Caitong International Asset Management
Hong Kong
$6.83K 81 -605 -88%
WCM
778
Westend Capital Management
California
$6.75K 80 – –
Q1WB
779
Quest 10 Wealth Builders
Virginia
$6.55K 78 -25 -24%
VFM
780
Vision Financial Markets
Connecticut
$6.19K 73 – –
LWMI
781
Legacy Wealth Management (Idaho)
Idaho
$6.08K 72 – –
POIA
782
Pin Oak Investment Advisors
Texas
$6K 78 – –
ME
783
McIlrath & Eck
Washington
$5.99K 71 – –
FFA
784
Frazier Financial Advisors
Ohio
$5.57K 66 – –
RS
785
Rakuten Securities
Japan
$5.48K 65 +65 New
PBK
786
Peoples Bank (Kansas)
Kansas
$4.22K 50 – –
DCM
787
Davis Capital Management
Florida
$3.88K 46 – –
PSFG
788
Park Square Financial Group
Georgia
$3.8K 45 -15 -25%
WCM
789
WealthTrak Capital Management
Virginia
$3.8K 45 +40 +800%
AIC
790
Archer Investment Corporation
Indiana
$3.71K 44 – –
AWM
791
Abound Wealth Management
Tennessee
$3.46K 41 – –
HPC
792
HM Payson & Co
Maine
$3.29K 39 – –
DPW
793
DiNuzzo Private Wealth
Pennsylvania
$3.04K 36 +1 +3%
SO
794
Sierra Ocean
California
$3K 35 – –
RJA
795
Ross\Johnson & Associates
Minnesota
$2.95K 35 – –
AWM
796
Activest Wealth Management
Florida
$2.95K 35 +35 New
PWMG
797
Prestige Wealth Management Group
New Jersey
$2.87K 34 – –
CIAS
798
CBIZ Investment Advisory Services
Ohio
$2.53K 30 +30 New
HWA
799
Heritage Wealth Advisors
Virginia
$2.45K 29 -43 -60%
CWC
800
Carolinas Wealth Consulting
North Carolina
$2.45K 29 – –
30 31
32
33 34