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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 %
CWM
801
Crowley Wealth Management
Delaware
$2.36K 28 – –
SIC
802
Salem Investment Counselors
North Carolina
$2.28K 27 +27 New
LI
803
LRI Investments
Florida
$2.19K 26 – –
GC
804
Garde Capital
Washington
$2.11K 25 +25 New
Optiver Holding
805
Optiver Holding
Netherlands
$2.03K 24 +24 New
DF
806
Dunhill Financial
United Kingdom
$1.73K 20 -13 -39%
GWSA
807
Global Wealth Strategies & Associates
Colorado
$1.69K 20 – –
AP
808
Aspect Partners
Virginia
$1.43K 17 – –
WWM
809
Wolff Wiese Magana
California
$1.27K 15 – –
RWM
810
Rialto Wealth Management
New York
$1.27K 15 +15 New
HHGA
811
Halbert Hargrove Global Advisors
California
$1.18K 14 +14 New
AGWCA
812
Annis Gardner Whiting Capital Advisors
Florida
$1.01K 12 – –
PCM
813
Penserra Capital Management
California
$1K 21 -532 -96%
AW
814
Avion Wealth
Texas
$1K 20 – –
GP
815
Greenline Partners
New York
$928 11 +11 New
VWA
816
Valued Wealth Advisors
Utah
$678 8 – –
Kayne Anderson Rudnick Investment Management
817
Kayne Anderson Rudnick Investment Management
California
$675 8 – –
CTWM
818
Cherry Tree Wealth Management
Minnesota
$675 8 – –
BHWM
819
Bay Harbor Wealth Management
Maryland
$590 7 +7 New
HFS
820
Hughes Financial Services
Virginia
$511 6 +6 New
PWM
821
Parkworth Wealth Management
California
$506 6 – –
CAWM
822
Capital A Wealth Management
Pennsylvania
$506 6 +3 +100%
WA
823
WestEnd Advisors
North Carolina
$506 6 +4 +200%
PWA
824
Principia Wealth Advisory
Texas
$464 6 +2 +50%
CFD
825
Creative Financial Designs
Indiana
$422 5 -76 -94%
31 32
33
34 35