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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 %
HIA
826
HFM Investment Advisors
New Jersey
$422 5 +5 New
RWM
827
Ruedi Wealth Management
Illinois
$337 4 – –
HWP
828
Highline Wealth Partners
California
$169 2 +2 New
ACA
829
American Capital Advisory
Idaho
$169 2 +2 New
SWA
830
SOA Wealth Advisors
New York
$96 1 – –
CIA
831
Cape Investment Advisory
Georgia
$84 1 – –
YDMI
832
Y.D. More Investments
Israel
$68 301 +35 +13%
Norges Bank
833
Norges Bank
Norway
– – -2,803,530 Closed
WP
834
Woodline Partners
California
– – -367,504 Closed
PCM
835
Prana Capital Management
Connecticut
– – -105,399 Closed
AC
836
Arjuna Capital
North Carolina
– – -81,532 Closed
Jane Street
837
Jane Street
New York
– – -61,557 Closed
HF
838
HRT Financial
New York
– – -44,807 Closed
CM
839
Crestline Management
Texas
– – -19,588 Closed
I
840
InceptionR
California
– – -17,116 Closed
VEA
841
Virtus ETF Advisers
New York
– – -13,623 Closed
Fidelity International
842
Fidelity International
Bermuda
– – -11,709 Closed
OMC
843
Old Mission Capital
Illinois
– – -8,808 Closed
Capstone Investment Advisors
844
Capstone Investment Advisors
New York
– – -8,414 Closed
OTL
845
Oak Thistle LLC
New York
– – -8,026 Closed
IPW
846
Impact Partnership Wealth
Georgia
– – -7,784 Closed
BAM
847
Blueshift Asset Management
New Jersey
– – -7,152 Closed
JG
848
Jain Global
New York
– – -6,117 Closed
LGF
849
LGT Group Foundation
Liechtenstein
– – -6,000 Closed
Tudor Investment Corp
850
Tudor Investment Corp
Connecticut
– – -5,497 Closed
32 33
34
35 36