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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 %
HNW
876
High Note Wealth
Minnesota
– – -249 Closed
UFF
877
USA Financial Formulas
Michigan
– – -231 Closed
MCI
878
MRP Capital Investments
Georgia
– – -225 Closed
WF
879
Wayfinding Financial
Washington
– – -222 Closed
WPA
880
West Paces Advisors
Georgia
– – -119 Closed
SCB
881
Saudi Central Bank
Saudi Arabia
– – -90 Closed
CIAM
882
Caitong International Asset Management
Hong Kong
– – -81 Closed
RS
883
Rakuten Securities
Japan
– – -65 Closed
PBK
884
Peoples Bank (Kansas)
Kansas
– – -50 Closed
CWC
885
Carolinas Wealth Consulting
North Carolina
– – -29 Closed
SIC
886
Salem Investment Counselors
North Carolina
– – -27 Closed
Optiver Holding
887
Optiver Holding
Netherlands
– – -24 Closed
HHGA
888
Halbert Hargrove Global Advisors
California
– – -14 Closed
GP
889
Greenline Partners
New York
– – -11 Closed
CFD
890
Creative Financial Designs
Indiana
– – -5 Closed
RWM
891
Ruedi Wealth Management
Illinois
– – -4 Closed
HWP
892
Highline Wealth Partners
California
– – -2 Closed
CIA
893
Cape Investment Advisory
Georgia
– – -1 Closed
Wolverine Trading
894
Wolverine Trading
Illinois
– – – –
CSS
895
Cubist Systematic Strategies
Connecticut
– – – –
Walleye Trading
896
Walleye Trading
New York
– – – –
Jane Street
897
Jane Street
New York
– – – –
Simplex Trading
898
Simplex Trading
Illinois
– – – –
CWM
899
Crowley Wealth Management
Delaware
$0 28 – –
IMC Chicago
900
IMC Chicago
Illinois
– – – –
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