PFG icon

Principal Financial Group

809 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, 273 reducing their positions, and 98 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: 834809 (-25)

5% less capital invested

Capital invested by funds: $13.9B → $13.1B (-$751M)

16% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 98

Holders
809
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
CIAS
801
CBIZ Investment Advisory Services
Ohio
$556
SFCL
802
Strengthening Families & Communities LLC
Massachusetts
$481
AA
803
Addison Advisors
Vermont
$477
WA
804
WestEnd Advisors
North Carolina
$318
QWM
805
Quaker Wealth Management
New Jersey
$318
DF
806
DecisionPoint Financial
Arizona
$162
SWA
807
SOA Wealth Advisors
New York
$91
YDMI
808
Y.D. More Investments
Israel
$46
Capital Research Global Investors
809
Capital Research Global Investors
California
TC
810
TwinBeech Capital
New York
TI
811
Trexquant Investment
Connecticut
Renaissance Technologies
812
Renaissance Technologies
New York
CF
813
Corebridge Financial
Texas
PI
814
PGGM Investments
Netherlands
SM
815
Sciencast Management
New Jersey
APF
816
Alaska Permanent Fund
Alaska
MF
817
Magnetar Financial
Illinois
IFU
818
iSAM Funds (UK)
United Kingdom
WAM
819
Wakefield Asset Management
Colorado
ACM
820
Aster Capital Management
United Arab Emirates
DT
821
Diversified Trust
Tennessee
CIP
822
Convergence Investment Partners
Florida
HFM
823
Hartford Funds Management
Pennsylvania
MGP
824
M&G plc
United Kingdom
ALMGDA
825
AG2R La Mondiale Gestion d'Actifs
France