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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 %
NWM
776
Nova Wealth Management
Florida
$1.43K +$1.43K +18 New
WWM
777
Wolff Wiese Magana
California
$1.19K – – –
PWA
778
Principia Wealth Advisory
Texas
$1.19K +$715 +9 +150%
NL
779
NVWM LLC
Pennsylvania
$1.19K +$1.19K +15 New
AW
780
Avion Wealth
Texas
$1K -$111 -2 -10%
PCM
781
Penserra Capital Management
California
$1K – – –
BHWM
782
Bay Harbor Wealth Management
Maryland
$953 +$397 +5 +71%
AP
783
Aspect Partners
Virginia
$874 -$477 -6 -35%
HIA
784
HFM Investment Advisors
New Jersey
$874 +$477 +6 +120%
RWM
785
Rialto Wealth Management
New York
$715 -$477 -6 -40%
PWM
786
Parkworth Wealth Management
California
$715 +$238 +3 +50%
VWA
787
Valued Wealth Advisors
Utah
$640 – – –
CTWM
788
Cherry Tree Wealth Management
Minnesota
$636 – – –
Kayne Anderson Rudnick Investment Management
789
Kayne Anderson Rudnick Investment Management
California
$635 – – –
ACA
790
American Capital Advisory
Idaho
$557 +$398 +5 +250%
AWM
791
Activest Wealth Management
Florida
$556 -$2.22K -28 -80%
CIAS
792
CBIZ Investment Advisory Services
Ohio
$556 -$1.83K -23 -77%
SFCL
793
Strengthening Families & Communities LLC
Massachusetts
$481 +$481 +6 New
AA
794
Addison Advisors
Vermont
$477 +$477 +6 New
WA
795
WestEnd Advisors
North Carolina
$318 -$159 -2 -33%
QWM
796
Quaker Wealth Management
New Jersey
$318 +$318 +4 New
DF
797
DecisionPoint Financial
Arizona
$162 +$162 +2 New
SWA
798
SOA Wealth Advisors
New York
$91 – – –
YDMI
799
Y.D. More Investments
Israel
$46 -$25 -105 -35%
Capital Research Global Investors
800
Capital Research Global Investors
California
– -$420M -4,983,302 Closed
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