PFG icon

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
+$86.1M
2
Amundi
Amundi
France
+$52.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$52.2M
4
BlackRock
BlackRock
New York
+$48.9M
5
Victory Capital Management
Victory Capital Management
Texas
+$46.6M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$420M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$156M
3
Goldman Sachs
Goldman Sachs
New York
-$54.2M
4
MPI
Mairs & Power Inc
Minnesota
-$34.1M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSV
126
MN Services Vermogensbeheer
Netherlands
$6.85M – – –
VCM
127
Voleon Capital Management
California
$6.71M -$313K -3,946 -4%
Macquarie Group
128
Macquarie Group
Australia
$6.69M -$447K -5,627 -6%
KK
129
KLP Kapitalforvaltning
Norway
$6.51M +$111K +1,400 +2%
State of Tennessee, Department of Treasury
130
State of Tennessee, Department of Treasury
Tennessee
$6.51M +$1.74M +21,870 +36%
DAS
131
DMKC Advisory Services
Iowa
$6.36M +$1.52M +18,832 +32%
Allianz Asset Management
132
Allianz Asset Management
Germany
$6.27M -$10.6M -133,102 -63%
ACIM
133
Azimuth Capital Investment Management
Michigan
$6.24M +$203K +2,550 +3%
CI Investments Inc
134
CI Investments Inc
Ontario, Canada
$6.24M +$285K +3,583 +5%
RAM
135
Resona Asset Management
Japan
$6.09M +$336K +4,236 +6%
Nisa Investment Advisors
136
Nisa Investment Advisors
Missouri
$6.07M -$37.1K -467 -0.6%
Focus Partners Wealth
137
Focus Partners Wealth
Massachusetts
$6.05M +$227K +2,860 +4%
Ohio Public Employees Retirement System (OPERS)
138
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.75M +$196K +2,469 +4%
DekaBank Deutsche Girozentrale
139
DekaBank Deutsche Girozentrale
Germany
$5.67M -$401K -5,057 -7%
State of New Jersey Common Pension Fund D
140
State of New Jersey Common Pension Fund D
New Jersey
$5.56M – – –
Rafferty Asset Management
141
Rafferty Asset Management
New York
$5.45M -$31.9K -401 -0.6%
Ensign Peak Advisors
142
Ensign Peak Advisors
Utah
$5.3M -$2.01M -25,284 -27%
Commonwealth Equity Services
143
Commonwealth Equity Services
Massachusetts
$5.23M -$7.47K -94 -0.1%
ASRS
144
Arizona State Retirement System
Arizona
$5.22M -$33.4K -420 -0.6%
Wealthfront Advisers
145
Wealthfront Advisers
California
$5.13M +$71.5K +900 +1%
FAF
146
Fjarde Ap-fonden
Sweden
$5.06M -$199K -2,500 -4%
Natixis Advisors
147
Natixis Advisors
Massachusetts
$5.04M -$1.1M -13,850 -18%
BHCM
148
Brevan Howard Capital Management
Jersey
$5.02M +$3.62M +45,527 +258%
Mirae Asset Global ETFs Holdings
149
Mirae Asset Global ETFs Holdings
Hong Kong
$4.95M +$21.2K +267 +0.4%
Cetera Investment Advisers
150
Cetera Investment Advisers
Illinois
$4.93M +$39.3K +495 +0.8%
4 5
6
7 8