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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
New York State Common Retirement Fund
101
New York State Common Retirement Fund
New York
$10M
Franklin Resources
102
Franklin Resources
California
$9.95M +$2.68M +34,970 +39%
Squarepoint
103
Squarepoint
New York
$9.94M +$3.8M +49,470 +65%
Manulife (Manufacturers Life Insurance)
104
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.61M -$373K -4,859 -4%
CIM
105
Cambria Investment Management
California
$9.47M -$1.3M -16,883 -12%
GIM
106
Goelzer Investment Management
Indiana
$9.45M -$98.6K -1,284 -1%
Wellington Management Group
107
Wellington Management Group
Massachusetts
$8.95M -$150M -1,957,923 -95%
CM
108
Churchill Management
California
$8.94M +$251K +3,272 +3%
LPL Financial
109
LPL Financial
California
$8.9M -$293K -3,821 -3%
QCM
110
Quantinno Capital Management
New York
$8.83M +$3.03M +39,505 +55%
TD Asset Management
111
TD Asset Management
Ontario, Canada
$8.68M +$525K +6,845 +7%
Toronto Dominion Bank
112
Toronto Dominion Bank
Ontario, Canada
$8.67M -$228K -2,972 -3%
Chevy Chase Trust
113
Chevy Chase Trust
Maryland
$8.66M -$101K -1,322 -1%
Nomura Asset Management
114
Nomura Asset Management
Japan
$8.66M +$31.4K +409 +0.4%
X
115
Xponance
Pennsylvania
$8.62M +$71K +925 +0.9%
APG Asset Management
116
APG Asset Management
Netherlands
$8.54M +$253K +3,300 +3%
ANTB
117
AMG National Trust Bank
Colorado
$8.35M -$33.7K -439 -0.4%
DB
118
Danske Bank
Denmark
$8.09M +$177K +2,304 +2%
IMRF
119
Illinois Municipal Retirement Fund
Illinois
$7.93M -$1.61M -20,968 -17%
Mitsubishi UFJ Trust & Banking
120
Mitsubishi UFJ Trust & Banking
Japan
$7.89M -$105K -1,366 -1%
Arrowstreet Capital
121
Arrowstreet Capital
Massachusetts
$7.86M -$3.42M -44,570 -31%
Asset Management One
122
Asset Management One
Japan
$7.58M -$138K -1,803 -2%
AT
123
AMF Tjänstepension
Sweden
$7.57M
GC
124
Gillson Capital
Illinois
$7.43M +$7.18M +93,499 New
Royal London Asset Management
125
Royal London Asset Management
United Kingdom
$7.19M -$1.7M -22,144 -20%

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.