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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 %
TSS
851
Two Sigma Securities
New York
– – -5,029 Closed
HBT
852
Heartland Bank & Trust
Illinois
– – -4,829 Closed
BFG
853
Bleakley Financial Group
New Jersey
– – -4,798 Closed
CFGS
854
Concourse Financial Group Securities
Alabama
– – -4,759 Closed
ALAM
855
Asahi Life Asset Management
Japan
– – -4,280 Closed
CPCPP
856
Canada Post Corporation Pension Plan
Canada
– – -3,966 Closed
CFO
857
Callan Family Office
Pennsylvania
– – -3,520 Closed
OFS
858
Oldfather Financial Services
Nebraska
– – -3,430 Closed
ICM
859
IMS Capital Management
Oregon
– – -2,900 Closed
LIM
860
Longfellow Investment Management
Massachusetts
– – -2,818 Closed
CAS
861
CTC Alternative Strategies
Illinois
– – -2,706 Closed
BFM
862
Boothbay Fund Management
New York
– – -2,587 Closed
KG
863
Kieckhefer Group
Wisconsin
– – -1,840 Closed
AWM
864
Avior Wealth Management
Nebraska
– – -1,047 Closed
QL
865
Quarry LP
New York
– – -948 Closed
CPL
866
Capital & Planning LLC
Georgia
– – -424 Closed
NFSG
867
Newbridge Financial Services Group
Florida
– – -418 Closed
VWM
868
Venturi Wealth Management
Texas
– – -376 Closed
Walleye Trading
869
Walleye Trading
New York
– – -376 Closed
HWM
870
HighMark Wealth Management
Minnesota
– – -310 Closed
MRP
871
Measured Risk Portfolios
California
– – -276 Closed
KIM
872
Kestra Investment Management
Texas
– – -230 Closed
LWANC
873
Laurel Wealth Advisors (North Carolina)
North Carolina
– – -180 Closed
RCM
874
Raleigh Capital Management
North Carolina
– – -152 Closed
CBT
875
CoreFirst Bank & Trust
Kansas
– – -150 Closed
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