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Principal Financial Group
PFG

Overview Fund Activity

832 hedge funds and large institutions have $13.8B invested in Principal Financial Group in 2025 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 302 increasing their positions, 257 reducing their positions, and 55 closing their positions.

Holders
832
Holders Change
+54
Holders Change %
+6.94%
% of All Funds
11.3%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
124
Increased
302
Reduced
257
Closed
55
Calls
$15.6M
Puts
$13.6M
Net Calls
+$1.99M
Net Calls Change
-$10.8M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$313M
2
Bank of America
2
Bank of America
North Carolina
$952M
3
Goldman Sachs
3
Goldman Sachs
New York
$220M
4
State Street
4
State Street
Massachusetts
$908M
5
NL
5
Nuveen LLC
North Carolina
$48M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$175M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$107M
4
Deutsche Bank
4
Deutsche Bank
Germany
$84.4M
5
WP
5
Woodline Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Royal London Asset Management
101
Royal London Asset Management
United Kingdom
$9.5M 112,626 +9,492 +9%
Toronto Dominion Bank
102
Toronto Dominion Bank
Ontario, Canada
$9.46M 112,066 -3,375 -3%
Chevy Chase Trust
103
Chevy Chase Trust
Maryland
$9.31M 110,359 -64 -0.1%
CM
104
Churchill Management
California
$9.22M 109,318 +4,309 +4%
Nomura Asset Management
105
Nomura Asset Management
Japan
$9.16M 108,607 +7,153 +7%
EAM
106
EdenTree Asset Management
United Kingdom
$9.11M 108,000 +680 +0.6%
X
107
Xponance
Pennsylvania
$9.08M 107,653 +3,006 +3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
108
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.07M 107,508 -89,492 -45%
Universal-Beteiligungs- und Servicegesellschaft
109
Universal-Beteiligungs- und Servicegesellschaft
Germany
$9.02M 106,906 +4,965 +5%
TI
110
Trexquant Investment
Connecticut
$9.01M 106,820 +106,820 New
ANTB
111
AMG National Trust Bank
Colorado
$8.91M 105,583 – –
OSAM
112
O'Shaughnessy Asset Management
Connecticut
$8.69M 103,004 +64,526 +168%
TD Asset Management
113
TD Asset Management
Ontario, Canada
$8.64M 102,402 +20,680 +25%
Mitsubishi UFJ Trust & Banking
114
Mitsubishi UFJ Trust & Banking
Japan
$8.5M 100,733 -4,375 -4%
Acadian Asset Management
115
Acadian Asset Management
Massachusetts
$8.49M 100,634 +17,958 +22%
Two Sigma Investments
116
Two Sigma Investments
New York
$8.43M 99,950 -4,724 -5%
Asset Management One
117
Asset Management One
Japan
$8.2M 97,207 -12,341 -11%
ATN
118
AMF Tjänstepension
Sweden
$8.04M 95,164 – –
Ensign Peak Advisors
119
Ensign Peak Advisors
Utah
$7.76M 92,006 +2,185 +2%
Renaissance Technologies
120
Renaissance Technologies
New York
$7.68M 91,000 +91,000 New
Franklin Resources
121
Franklin Resources
California
$7.62M 90,306 +7,913 +10%
Macquarie Group
122
Macquarie Group
Australia
$7.58M 89,829 +3,668 +4%
VCM
123
Voleon Capital Management
California
$7.46M 88,413 +42,887 +94%
MSV
124
MN Services Vermogensbeheer
Netherlands
$7.28M 86,280 -6,700 -7%
Cambridge Investment Research Advisors
125
Cambridge Investment Research Advisors
Iowa
$7.16M 84,886 -3,282 -4%
3 4
5
6 7