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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 %
OSAM
76
O'Shaughnessy Asset Management
Connecticut
$15.1M 190,330 +87,326 +85%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$14.5M 181,963 -32,654 -15%
Prudential Financial
78
Prudential Financial
New Jersey
$14.3M 179,448 +51,355 +40%
Teacher Retirement System of Texas
79
Teacher Retirement System of Texas
Texas
$14.2M 178,167 -21,733 -11%
IP
80
Interval Partners
New York
$14.1M 177,306 +98,282 +124%
Aberdeen Group
81
Aberdeen Group
United Kingdom
$13.8M 173,436 +7,736 +5%
Aviva
82
Aviva
United Kingdom
$13.4M 168,095 +8,448 +5%
National Bank of Canada
83
National Bank of Canada
Quebec, Canada
$13.1M 165,221 -13,874 -8%
Pictet Asset Management
84
Pictet Asset Management
Switzerland
$12.8M 161,144 +16,707 +12%
New York State Teachers Retirement System (NYSTRS)
85
New York State Teachers Retirement System (NYSTRS)
New York
$12.7M 159,940 -20,385 -11%
AWM
86
AE Wealth Management
Kansas
$12.5M 156,900 +19,644 +14%
SSA
87
Schonfeld Strategic Advisors
New York
$12.4M 155,718 +148,136 +1,954%
FRAF
88
Första AP-fonden
Sweden
$12.2M 153,500 +28,500 +23%
Russell Investments Group
89
Russell Investments Group
United Kingdom
$12.1M 151,879 -15,602 -9%
EAM
90
EdenTree Asset Management
United Kingdom
$11.8M 148,600 +40,600 +38%
CM
91
Capital Management
Virginia
$11.5M 144,879 +19,422 +15%
Universal-Beteiligungs- und Servicegesellschaft
92
Universal-Beteiligungs- und Servicegesellschaft
Germany
$10.9M 137,623 +30,717 +29%
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$10.9M 137,574 -14,460 -10%
WorldQuant Millennium Advisors
94
WorldQuant Millennium Advisors
New York
$10.9M 137,301 +3,591 +3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
95
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10.8M 136,027 +28,519 +27%
BGIM
96
Brandywine Global Investment Management
Pennsylvania
$10.7M 134,195 -3,300 -2%
Holocene Advisors
97
Holocene Advisors
New York
$10.3M 130,077 -12,237 -9%
Bank of Nova Scotia
98
Bank of Nova Scotia
Ontario, Canada
$10.2M 127,860 +100,245 +363%
New York State Common Retirement Fund
99
New York State Common Retirement Fund
New York
$10M 126,285 – –
Franklin Resources
100
Franklin Resources
California
$9.95M 125,276 +34,970 +39%
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4
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