PFG icon

Principal Financial Group

807 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, 314 increasing their positions, 272 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

3% less funds holding

Funds holding: 833807 (-26)

5% less capital invested

Capital invested by funds: $13.8B → $13.1B (-$749M)

15% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 97

Holders
807
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.4M
Puts
$8.31M
Net Calls
Net Calls Change

Top Buyers

1 +$86.1M
2 +$52.7M
3 +$52.2M
4
BlackRock
BlackRock
New York
+$48.9M
5
Victory Capital Management
Victory Capital Management
Texas
+$46.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
776
WealthTrak Capital Management
Virginia
$1.99K
GC
777
Garde Capital
Washington
$1.99K
SO
778
Sierra Ocean
California
$1.63K
HFS
779
Hughes Financial Services
Virginia
$1.61K
DF
780
Dunhill Financial
United Kingdom
$1.6K
GWSA
781
Global Wealth Strategies & Associates
Colorado
$1.59K
KG
782
Kilter Group
New York
$1.51K
NWM
783
Nova Wealth Management
Florida
$1.43K
WWM
784
Wolff Wiese Magana
California
$1.19K
PWA
785
Principia Wealth Advisory
Texas
$1.19K
NL
786
NVWM LLC
Pennsylvania
$1.19K
AW
787
Avion Wealth
Texas
$1K
PCM
788
Penserra Capital Management
California
$1K
BHWM
789
Bay Harbor Wealth Management
Maryland
$953
AP
790
Aspect Partners
Virginia
$874
HIA
791
HFM Investment Advisors
New Jersey
$874
RWM
792
Rialto Wealth Management
New York
$715
PWM
793
Parkworth Wealth Management
California
$715
VWA
794
Valued Wealth Advisors
Utah
$640
CTWM
795
Cherry Tree Wealth Management
Minnesota
$636
Kayne Anderson Rudnick Investment Management
796
Kayne Anderson Rudnick Investment Management
California
$635
ACA
797
American Capital Advisory
Idaho
$557
AWM
798
Activest Wealth Management
Florida
$556
CIAS
799
CBIZ Investment Advisory Services
Ohio
$556
SFCL
800
Strengthening Families & Communities LLC
Massachusetts
$481