PFG icon

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 %
RTC
876
Riverview Trust Company
Washington
– -$33.4K -396 Closed
VBA
877
von Borstel & Associates
Oregon
– -$32K -380 Closed
MFA
878
McClarren Financial Advisors
Pennsylvania
– -$68K -274 Closed
HNW
879
High Note Wealth
Minnesota
– -$21K -249 Closed
UFF
880
USA Financial Formulas
Michigan
– -$19.5K -231 Closed
MCI
881
MRP Capital Investments
Georgia
– -$19K -225 Closed
WF
882
Wayfinding Financial
Washington
– -$18K -222 Closed
WPA
883
West Paces Advisors
Georgia
– -$10K -119 Closed
SCB
884
Saudi Central Bank
Saudi Arabia
– -$7.59K -90 Closed
CIAM
885
Caitong International Asset Management
Hong Kong
– -$6.83K -81 Closed
RS
886
Rakuten Securities
Japan
– -$5.48K -65 Closed
PBK
887
Peoples Bank (Kansas)
Kansas
– -$4.22K -50 Closed
CWC
888
Carolinas Wealth Consulting
North Carolina
– -$2.45K -29 Closed
SIC
889
Salem Investment Counselors
North Carolina
– -$2.28K -27 Closed
Optiver Holding
890
Optiver Holding
Netherlands
– -$2.03K -24 Closed
HHGA
891
Halbert Hargrove Global Advisors
California
– -$1.18K -14 Closed
GP
892
Greenline Partners
New York
– -$928 -11 Closed
CFD
893
Creative Financial Designs
Indiana
– -$422 -5 Closed
RWM
894
Ruedi Wealth Management
Illinois
– -$337 -4 Closed
HWP
895
Highline Wealth Partners
California
– -$169 -2 Closed
CIA
896
Cape Investment Advisory
Georgia
– -$84 -1 Closed
32 33 34 35
36