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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
$983M
2
Amundi
Amundi
France
$144M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$138M
4
BlackRock
BlackRock
New York
$1.6B
5
Victory Capital Management
Victory Capital Management
Texas
$341M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$8.95M
3
Goldman Sachs
Goldman Sachs
New York
$153M
4
MPI
Mairs & Power Inc
Minnesota
$28.8M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFCM
826
Applied Finance Capital Management
Puerto Rico
– -$482K -5,711 Closed
DTL
827
Dynamic Technology Lab
Singapore
– -$467K -5,540 Closed
FCM
828
Fieldview Capital Management
Michigan
– -$461K -5,460 Closed
LP
829
LMR Partners
United Kingdom
– -$451K -5,342 Closed
AIM
830
Aigen Investment Management
New York
– -$436K -5,163 Closed
YIH
831
Y-Intercept (HK)
Hong Kong
– -$433K -5,133 Closed
LFA
832
Legacy Financial Advisors
Kentucky
– -$416K -4,936 Closed
USAA
833
United Services Automobile Association
Texas
– -$409K -4,920 Closed
MLA
834
My Legacy Advisors
Oregon
– -$378K -4,480 Closed
BCM
835
Bayesian Capital Management
New York
– -$321K -3,800 Closed
MME
836
Meag Munich Ergo
Germany
– -$300K -3,556 Closed
SCM
837
Stevens Capital Management
Pennsylvania
– -$300K -3,553 Closed
PCMC
838
Paragon Capital Management (Colorado)
Colorado
– -$282K -3,343 Closed
JF
839
Jump Financial
Illinois
– -$278K -3,300 Closed
ASN
840
Advisory Services Network
Georgia
– -$271K -3,211 Closed
MS
841
Maven Securities
Jersey
– -$269K -3,186 Closed
AFG
842
Atomi Financial Group
New York
– -$248K -2,934 Closed
IWC
843
Integrated Wealth Concepts
Massachusetts
– -$244K -2,896 Closed
PA
844
Profund Advisors
Maryland
– -$242K -2,873 Closed
GS
845
GTS Securities
New York
– -$238K -2,819 Closed
MHB
846
Midwest Heritage Bank
Iowa
– -$236K -2,803 Closed
P
847
Pitcairn
Pennsylvania
– -$229K -2,713 Closed
N
848
Numerai
California
– -$228K -2,705 Closed
AIP
849
Arrowpoint Investment Partners
Singapore
– -$228K -2,700 Closed
PA
850
Prossimo Advisors
California
– -$225K -2,670 Closed
32 33
34
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