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Principal Financial Group

814 hedge funds and large institutions have $13.2B invested in Principal Financial Group in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 315 increasing their positions, 277 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $8.31M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

14% more repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 277

0.51% less ownership

Funds ownership: 74.48%73.97% (-0.51%)

3% less funds holding

Funds holding: 841814 (-27)

7% less capital invested

Capital invested by funds: $14.2B → $13.2B (-$994M)

18% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 100

Holders
814
Holders Change
-27
Holders Change %
-3.21%
% of All Funds
10.72%
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
315
Reduced
277
Closed
100
Calls
$11.4M
Puts
$8.31M
Net Calls
+$3.13M
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Korea Investment Corp
76
Korea Investment Corp
South Korea
$15.3M +$4.53M +59,000 +44%
OSAM
77
O'Shaughnessy Asset Management
Connecticut
$15.1M +$6.7M +87,326 +85%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$14.5M -$2.51M -32,654 -15%
Prudential Financial
79
Prudential Financial
New Jersey
$14.3M +$3.94M +51,355 +40%
Teacher Retirement System of Texas
80
Teacher Retirement System of Texas
Texas
$14.2M -$1.67M -21,733 -11%
IP
81
Interval Partners
New York
$14.1M +$7.54M +98,282 +124%
SAM
82
Storebrand Asset Management
Norway
$14M +$141K +1,839 +1%
Aberdeen Group
83
Aberdeen Group
United Kingdom
$13.8M +$594K +7,736 +5%
Aviva
84
Aviva
United Kingdom
$13.4M +$648K +8,448 +5%
National Bank of Canada
85
National Bank of Canada
Quebec, Canada
$13.1M -$1.06M -13,874 -8%
Pictet Asset Management
86
Pictet Asset Management
Switzerland
$12.8M +$1.28M +16,707 +12%
New York State Teachers Retirement System (NYSTRS)
87
New York State Teachers Retirement System (NYSTRS)
New York
$12.7M -$1.56M -20,385 -11%
AWM
88
AE Wealth Management
Kansas
$12.5M +$1.51M +19,644 +14%
SSA
89
Schonfeld Strategic Advisors
New York
$12.4M +$11.4M +148,136 +1,954%
FAF
90
Första AP-fonden
Sweden
$12.2M +$2.19M +28,500 +23%
Russell Investments Group
91
Russell Investments Group
United Kingdom
$12.1M -$1.2M -15,602 -9%
EAM
92
EdenTree Asset Management
United Kingdom
$11.8M +$3.12M +40,600 +38%
CM
93
Capital Management
Virginia
$11.5M +$1.49M +19,422 +15%
Universal-Beteiligungs- und Servicegesellschaft
94
Universal-Beteiligungs- und Servicegesellschaft
Germany
$10.9M +$2.36M +30,717 +29%
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$10.9M -$1.11M -14,460 -10%
WorldQuant Millennium Advisors
96
WorldQuant Millennium Advisors
New York
$10.9M +$276K +3,591 +3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
97
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10.8M +$2.19M +28,519 +27%
BGIM
98
Brandywine Global Investment Management
Pennsylvania
$10.7M -$253K -3,300 -2%
Holocene Advisors
99
Holocene Advisors
New York
$10.3M -$939K -12,237 -9%
Bank of Nova Scotia
100
Bank of Nova Scotia
Ontario, Canada
$10.2M +$7.69M +100,245 +363%

PFG Hedge Fund Activity: Q2 2025 in Review

814 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q2 2025, worth a combined $13.2B — down 7% from $14.2B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of PFG and 82 opened new positions — a net loss of 18 holders — while 277 trimmed existing stakes and 315 added.

The largest buyer was Bank of America, adding an estimated $83.2M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $420M sold.

  • 814 institutional investors held Principal Financial Group (PFG) as of Q2 2025, down from 841 in Q1 2025.
  • Funds reported $13.2B of Principal Financial Group stock for Q2 2025, down 7% quarter-over-quarter.
  • 82 funds opened new Principal Financial Group positions in Q2 2025 and 100 closed out, a net change of -18 holders.
  • The largest Principal Financial Group buyer in Q2 2025 was Bank of America, an estimated $83.2M added.
  • The largest Principal Financial Group seller in Q2 2025 was Capital Research Global Investors, an estimated $420M sold.

Based on aggregated 13F filings for Q2 2025.