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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
+$86.1M
2
Amundi
Amundi
France
+$52.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$52.2M
4
BlackRock
BlackRock
New York
+$48.9M
5
Victory Capital Management
Victory Capital Management
Texas
+$46.6M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$420M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$156M
3
Goldman Sachs
Goldman Sachs
New York
-$54.2M
4
MPI
Mairs & Power Inc
Minnesota
-$34.1M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
851
Goldstein Advisors
Wisconsin
– -$222K -2,637 Closed
CAM
852
Cidel Asset Management
Ontario, Canada
– -$222K -2,636 Closed
JFG
853
Jefferies Financial Group
New York
– -$220K -2,603 Closed
WW
854
Winnow Wealth
Texas
– -$219K -2,602 Closed
Koshinski Asset Management
855
Koshinski Asset Management
Illinois
– -$215K -2,544 Closed
NSEDCP
856
NJ State Employees Deferred Compensation Plan
New Jersey
– -$211K -2,500 Closed
SCI
857
S&CO Inc
Massachusetts
– -$210K -2,500 Closed
PCA
858
Pallas Capital Advisors
Massachusetts
– -$209K -2,479 Closed
RFA
859
Resurgent Financial Advisors
Georgia
– -$209K -2,477 Closed
TAM
860
Trust Asset Management
Texas
– -$206K -2,444 Closed
LRWA
861
Long Run Wealth Advisors
New York
– -$204K -2,419 Closed
HAIM
862
Hunter Associates Investment Management
Pennsylvania
– -$202K -2,411 Closed
EC
863
EntryPoint Capital
New York
– -$202K -2,395 Closed
AIM
864
Acropolis Investment Management
Missouri
– -$189K -2,235 Closed
FH
865
Financial Harvest
Florida
– -$344K -2,226 Closed
SW
866
SVB Wealth
Massachusetts
– -$179K -2,122 Closed
CA
867
Continuum Advisory
Idaho
– -$154K -1,827 Closed
MG
868
Mather Group
Illinois
– -$152K -1,803 Closed
Walleye Capital
869
Walleye Capital
New York
– -$121K -1,430 Closed
QC
870
Quent Capital
New York
– -$110K -1,305 Closed
SFG
871
Stonebridge Financial Group
Pennsylvania
– -$107K -1,273 Closed
EF
872
Elite Financial
Idaho
– -$99K -1,175 Closed
DSC
873
Duncker Streett & Co
Missouri
– -$85.2K -1,010 Closed
HCP
874
Hexagon Capital Partners
Arkansas
– -$45.1K -534 Closed
GFPC
875
Global Financial Private Client
Florida
– -$44.7K -530 Closed
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