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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
+$86.1M
2
Amundi
Amundi
France
+$52.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$52.2M
4
BlackRock
BlackRock
New York
+$48.9M
5
Victory Capital Management
Victory Capital Management
Texas
+$46.6M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$420M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$156M
3
Goldman Sachs
Goldman Sachs
New York
-$54.2M
4
MPI
Mairs & Power Inc
Minnesota
-$34.1M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
801
TwinBeech Capital
New York
– -$9.55M -113,227 Closed
TI
802
Trexquant Investment
Connecticut
– -$9.01M -106,820 Closed
Renaissance Technologies
803
Renaissance Technologies
New York
– -$7.68M -91,000 Closed
CF
804
Corebridge Financial
Texas
– -$4.09M -48,461 Closed
PI
805
PGGM Investments
Netherlands
– -$4.07M -48,179 Closed
SM
806
Sciencast Management
New Jersey
– -$3.39M -40,224 Closed
APF
807
Alaska Permanent Fund
Alaska
– -$2.51M -33,843 Closed
MF
808
Magnetar Financial
Illinois
– -$1.93M -22,878 Closed
IFU
809
iSAM Funds (UK)
United Kingdom
– -$1.89M -22,403 Closed
WAM
810
Wakefield Asset Management
Colorado
– -$1.8M -21,318 Closed
ACM
811
Aster Capital Management
United Arab Emirates
– -$1.61M -18,131 Closed
DT
812
Diversified Trust
Tennessee
– -$1.25M -14,803 Closed
CIP
813
Convergence Investment Partners
Florida
– -$957K -11,343 Closed
HFM
814
Hartford Funds Management
Pennsylvania
– -$953K -11,298 Closed
MGP
815
M&G plc
United Kingdom
– -$936K -11,148 Closed
ALMGDA
816
AG2R La Mondiale Gestion d'Actifs
France
– -$806K -10,349 Closed
FRA
817
Frank Rimerman Advisors
California
– -$811K -9,617 Closed
VF
818
Virtu Financial
New York
– -$780K -9,251 Closed
MC
819
Machina Capital
France
– -$763K -9,048 Closed
TC
820
TownSquare Capital
Utah
– -$756K -8,956 Closed
AC
821
Allstate Corporation
Illinois
– -$687K -8,140 Closed
WCM Investment Management
822
WCM Investment Management
California
– -$583K -7,023 Closed
BC
823
Bridgefront Capital
Texas
– -$568K -6,737 Closed
Nomura Holdings
824
Nomura Holdings
Japan
– -$560K -6,634 Closed
GS
825
GWN Securities
Florida
– -$471K -5,751 Closed
31 32
33
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