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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 %
Squarepoint
101
Squarepoint
New York
$9.94M 125,187 +49,470 +65%
Manulife (Manufacturers Life Insurance)
102
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.61M 120,939 -4,859 -4%
CIM
103
Cambria Investment Management
California
$9.47M 119,244 -16,883 -12%
GIM
104
Goelzer Investment Management
Indiana
$9.45M 118,931 -1,284 -1%
Wellington Management Group
105
Wellington Management Group
Massachusetts
$8.95M 112,650 -1,957,923 -95%
CM
106
Churchill Management
California
$8.94M 112,590 +3,272 +3%
LPL Financial
107
LPL Financial
California
$8.9M 111,990 -3,821 -3%
QCM
108
Quantinno Capital Management
New York
$8.83M 111,141 +39,505 +55%
TD Asset Management
109
TD Asset Management
Ontario, Canada
$8.68M 109,247 +6,845 +7%
Toronto Dominion Bank
110
Toronto Dominion Bank
Ontario, Canada
$8.67M 109,094 -2,972 -3%
Chevy Chase Trust
111
Chevy Chase Trust
Maryland
$8.66M 109,037 -1,322 -1%
Nomura Asset Management
112
Nomura Asset Management
Japan
$8.66M 109,016 +409 +0.4%
X
113
Xponance
Pennsylvania
$8.62M 108,578 +925 +0.9%
APG Asset Management
114
APG Asset Management
Netherlands
$8.54M 126,200 +3,300 +3%
ANTB
115
AMG National Trust Bank
Colorado
$8.35M 105,144 -439 -0.4%
IMRF
116
Illinois Municipal Retirement Fund
Illinois
$7.93M 99,778 -20,968 -17%
Mitsubishi UFJ Trust & Banking
117
Mitsubishi UFJ Trust & Banking
Japan
$7.89M 99,367 -1,366 -1%
Arrowstreet Capital
118
Arrowstreet Capital
Massachusetts
$7.86M 98,977 -44,570 -31%
Asset Management One
119
Asset Management One
Japan
$7.58M 95,404 -1,803 -2%
ATN
120
AMF Tjänstepension
Sweden
$7.57M 95,164 – –
GC
121
Gillson Capital
Illinois
$7.43M 93,499 +93,499 New
Royal London Asset Management
122
Royal London Asset Management
United Kingdom
$7.19M 90,482 -22,144 -20%
MIF
123
Mediolanum International Funds
Ireland
$7.13M 90,011 +35,891 +66%
Canada Pension Plan Investment Board
124
Canada Pension Plan Investment Board
Ontario, Canada
$6.91M 86,958 +80,229 +1,192%
Cambridge Investment Research Advisors
125
Cambridge Investment Research Advisors
Iowa
$6.88M 86,555 +1,669 +2%
3 4
5
6 7