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Principal Financial Group
PFG

Overview Fund Activity

800 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, 313 increasing their positions, 268 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
800
Holders Change
-31
Holders Change %
-3.73%
% of All Funds
10.73%
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
313
Reduced
268
Closed
97
Calls
$11.4M
Puts
$8.31M
Net Calls
+$3.14M
Net Calls Change
+$1.15M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$983M
2
Amundi
Amundi
France
$144M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$138M
4
BlackRock
BlackRock
New York
$1.6B
5
Victory Capital Management
Victory Capital Management
Texas
$341M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$8.95M
3
Goldman Sachs
Goldman Sachs
New York
$153M
4
MPI
Mairs & Power Inc
Minnesota
$28.8M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Squarepoint
101
Squarepoint
New York
$9.94M +$3.93M +49,470 +65%
Manulife (Manufacturers Life Insurance)
102
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.61M -$386K -4,859 -4%
CIM
103
Cambria Investment Management
California
$9.47M -$1.34M -16,883 -12%
GIM
104
Goelzer Investment Management
Indiana
$9.45M -$102K -1,284 -1%
Wellington Management Group
105
Wellington Management Group
Massachusetts
$8.95M -$156M -1,957,923 -95%
CM
106
Churchill Management
California
$8.94M +$260K +3,272 +3%
LPL Financial
107
LPL Financial
California
$8.9M -$304K -3,821 -3%
QCM
108
Quantinno Capital Management
New York
$8.83M +$3.14M +39,505 +55%
TD Asset Management
109
TD Asset Management
Ontario, Canada
$8.68M +$544K +6,845 +7%
Toronto Dominion Bank
110
Toronto Dominion Bank
Ontario, Canada
$8.67M -$236K -2,972 -3%
Chevy Chase Trust
111
Chevy Chase Trust
Maryland
$8.66M -$105K -1,322 -1%
Nomura Asset Management
112
Nomura Asset Management
Japan
$8.66M +$32.5K +409 +0.4%
X
113
Xponance
Pennsylvania
$8.62M +$73.5K +925 +0.9%
APG Asset Management
114
APG Asset Management
Netherlands
$8.54M +$223K +3,300 +3%
ANTB
115
AMG National Trust Bank
Colorado
$8.35M -$34.9K -439 -0.4%
IMRF
116
Illinois Municipal Retirement Fund
Illinois
$7.93M -$1.67M -20,968 -17%
Mitsubishi UFJ Trust & Banking
117
Mitsubishi UFJ Trust & Banking
Japan
$7.89M -$109K -1,366 -1%
Arrowstreet Capital
118
Arrowstreet Capital
Massachusetts
$7.86M -$3.54M -44,570 -31%
Asset Management One
119
Asset Management One
Japan
$7.58M -$143K -1,803 -2%
ATN
120
AMF Tjänstepension
Sweden
$7.57M – – –
GC
121
Gillson Capital
Illinois
$7.43M +$7.43M +93,499 New
Royal London Asset Management
122
Royal London Asset Management
United Kingdom
$7.19M -$1.76M -22,144 -20%
MIF
123
Mediolanum International Funds
Ireland
$7.13M +$2.84M +35,891 +66%
Canada Pension Plan Investment Board
124
Canada Pension Plan Investment Board
Ontario, Canada
$6.91M +$6.37M +80,229 +1,192%
Cambridge Investment Research Advisors
125
Cambridge Investment Research Advisors
Iowa
$6.88M +$133K +1,669 +2%
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