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Principal Financial Group

841 hedge funds and large institutions have $14.2B invested in Principal Financial Group in 2025 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 306 increasing their positions, 261 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 55

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

17% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 261

15% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $13.6M

12% more capital invested

Capital invested by funds: $12.7B → $14.2B (+$1.5B)

7% more funds holding

Funds holding: 784841 (+57)

2.97% more ownership

Funds ownership: 71.52%74.48% (+3%)

Holders
841
Holders Change
+57
Holders Change %
+7.27%
% of All Funds
11.28%
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
306
Reduced
261
Closed
55
Calls
$15.6M
Puts
$13.6M
Net Calls
+$1.99M
Net Calls Change
-$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
126
Macquarie Group
Australia
$7.58M +$305K +3,668 +4%
VCM
127
Voleon Capital Management
California
$7.46M +$3.57M +42,887 +94%
MSV
128
MN Services Vermogensbeheer
Netherlands
$7.28M -$557K -6,700 -7%
Cambridge Investment Research Advisors
129
Cambridge Investment Research Advisors
Iowa
$7.16M -$273K -3,282 -4%
EGM
130
Engineers Gate Manager
New York
$7.07M -$9.03M -108,548 -56%
KK
131
KLP Kapitalforvaltning
Norway
$6.8M +$99.8K +1,200 +2%
IP
132
Interval Partners
New York
$6.67M -$2.91M -34,971 -31%
Credit Agricole
133
Credit Agricole
France
$6.6M +$998 +12 +0%
Natixis Advisors
134
Natixis Advisors
Massachusetts
$6.52M +$479K +5,755 +8%
Nisa Investment Advisors
135
Nisa Investment Advisors
Missouri
$6.49M -$55.1K -663 -0.9%
ACIM
136
Azimuth Capital Investment Management
Michigan
$6.42M +$336K +4,040 +6%
Squarepoint
137
Squarepoint
New York
$6.39M -$2.52M -30,247 -29%
CI Investments Inc
138
CI Investments Inc
Ontario, Canada
$6.33M +$144K +1,726 +2%
DekaBank Deutsche Girozentrale
139
DekaBank Deutsche Girozentrale
Germany
$6.29M +$421K +5,057 +7%
Focus Partners Wealth
140
Focus Partners Wealth
Massachusetts
$6.18M +$100K +1,207 +2%
RAM
141
Resona Asset Management
Japan
$6.1M +$161K +1,933 +3%
QCM
142
Quantinno Capital Management
New York
$6.04M +$2.81M +33,793 +89%
State of New Jersey Common Pension Fund D
143
State of New Jersey Common Pension Fund D
New Jersey
$5.91M -$418K -5,020 -7%
Ohio Public Employees Retirement System (OPERS)
144
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.9M -$672K -8,081 -10%
ACM
145
Aquatic Capital Management
Illinois
$5.87M +$2.35M +28,256 +68%
Rafferty Asset Management
146
Rafferty Asset Management
New York
$5.82M -$437K -5,260 -7%
FAF
147
Fjarde Ap-fonden
Sweden
$5.58M -$3.46M -41,600 -39%
ASRS
148
Arizona State Retirement System
Arizona
$5.58M -$92.8K -1,116 -2%
ECM
149
ExodusPoint Capital Management
New York
$5.58M +$5.5M +66,105 New
VOYA Investment Management
150
VOYA Investment Management
Georgia
$5.57M +$314K +3,771 +6%

PFG Hedge Fund Activity: Q1 2025 in Review

841 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q1 2025, worth a combined $14.2B — up 12% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new PFG positions and 55 closed out — a net gain of 69 holders — while 306 added to existing stakes and 261 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $274M. The largest seller was Wellington Management Group, cutting an estimated $176M.

  • 841 institutional investors held Principal Financial Group (PFG) as of Q1 2025, up from 784 in Q4 2024.
  • Funds reported $14.2B of Principal Financial Group stock for Q1 2025, up 12% quarter-over-quarter.
  • 124 funds opened new Principal Financial Group positions in Q1 2025 and 55 closed out, a net change of +69 holders.
  • The largest Principal Financial Group buyer in Q1 2025 was Victory Capital Management, an estimated $274M added.
  • The largest Principal Financial Group seller in Q1 2025 was Wellington Management Group, an estimated $176M sold.

Based on aggregated 13F filings for Q1 2025.