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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 %
WW
851
Winnow Wealth
Texas
– – -2,602 Closed
Koshinski Asset Management
852
Koshinski Asset Management
Illinois
– – -2,544 Closed
SCI
853
S&CO Inc
Massachusetts
– – -2,500 Closed
NSEDCP
854
NJ State Employees Deferred Compensation Plan
New Jersey
– – -2,500 Closed
PCA
855
Pallas Capital Advisors
Massachusetts
– – -2,479 Closed
RFA
856
Resurgent Financial Advisors
Georgia
– – -2,477 Closed
TAM
857
Trust Asset Management
Texas
– – -2,444 Closed
LRWA
858
Long Run Wealth Advisors
New York
– – -2,419 Closed
HAIM
859
Hunter Associates Investment Management
Pennsylvania
– – -2,411 Closed
EC
860
EntryPoint Capital
New York
– – -2,395 Closed
AIM
861
Acropolis Investment Management
Missouri
– – -2,235 Closed
FH
862
Financial Harvest
Florida
– – -2,226 Closed
SW
863
SVB Wealth
Massachusetts
– – -2,122 Closed
CA
864
Continuum Advisory
Idaho
– – -1,827 Closed
MG
865
Mather Group
Illinois
– – -1,803 Closed
Walleye Capital
866
Walleye Capital
New York
– – -1,430 Closed
QC
867
Quent Capital
New York
– – -1,305 Closed
SFG
868
Stonebridge Financial Group
Pennsylvania
– – -1,273 Closed
EF
869
Elite Financial
Idaho
– – -1,175 Closed
DSC
870
Duncker Streett & Co
Missouri
– – -1,010 Closed
HCP
871
Hexagon Capital Partners
Arkansas
– – -534 Closed
GFPC
872
Global Financial Private Client
Florida
– – -530 Closed
RTC
873
Riverview Trust Company
Washington
– – -396 Closed
VBA
874
von Borstel & Associates
Oregon
– – -380 Closed
MFA
875
McClarren Financial Advisors
Pennsylvania
– – -274 Closed
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