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Principal Financial Group
PFG

Overview Fund Activity

797 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, 312 increasing their positions, 266 reducing their positions, and 97 closing their positions.

Holders
797
Holders Change
-35
Holders Change %
-4.21%
% of All Funds
10.7%
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
312
Reduced
266
Closed
97
Calls
$8.6M
Puts
$5.67M
Net Calls
+$2.93M
Net Calls Change
+$940K

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$227M
2
Bank of America
2
Bank of America
North Carolina
$983M
3
Amundi
3
Amundi
France
$144M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$138M
5
BlackRock
5
BlackRock
New York
$1.6B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$8.95M
3
Goldman Sachs
3
Goldman Sachs
New York
$153M
4
MPI
4
Mairs & Power Inc
Minnesota
$28.8M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$35.2M
Name Market Value Shares Shares
Change 		Shares
Change %
LP
826
LMR Partners
United Kingdom
– – -5,342 Closed
AIM
827
Aigen Investment Management
New York
– – -5,163 Closed
YIH
828
Y-Intercept (HK)
Hong Kong
– – -5,133 Closed
LFA
829
Legacy Financial Advisors
Kentucky
– – -4,936 Closed
USAA
830
United Services Automobile Association
Texas
– – -4,920 Closed
MLA
831
My Legacy Advisors
Oregon
– – -4,480 Closed
BCM
832
Bayesian Capital Management
New York
– – -3,800 Closed
MME
833
Meag Munich Ergo
Germany
– – -3,556 Closed
SCM
834
Stevens Capital Management
Pennsylvania
– – -3,553 Closed
PCMC
835
Paragon Capital Management (Colorado)
Colorado
– – -3,343 Closed
JF
836
Jump Financial
Illinois
– – -3,300 Closed
ASN
837
Advisory Services Network
Georgia
– – -3,211 Closed
MS
838
Maven Securities
Jersey
– – -3,186 Closed
AFG
839
Atomi Financial Group
New York
– – -2,934 Closed
IWC
840
Integrated Wealth Concepts
Massachusetts
– – -2,896 Closed
PA
841
Profund Advisors
Maryland
– – -2,873 Closed
GS
842
GTS Securities
New York
– – -2,819 Closed
MHB
843
Midwest Heritage Bank
Iowa
– – -2,803 Closed
P
844
Pitcairn
Pennsylvania
– – -2,713 Closed
N
845
Numerai
California
– – -2,705 Closed
AIP
846
Arrowpoint Investment Partners
Singapore
– – -2,700 Closed
PA
847
Prossimo Advisors
California
– – -2,670 Closed
GA
848
Goldstein Advisors
Wisconsin
– – -2,637 Closed
CAM
849
Cidel Asset Management
Ontario, Canada
– – -2,636 Closed
JFG
850
Jefferies Financial Group
New York
– – -2,603 Closed
32 33
34
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