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Principal Financial Group
PFG

Overview Fund Activity

797 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, 312 increasing their positions, 266 reducing their positions, and 97 closing their positions.

Holders
797
Holders Change
-35
Holders Change %
-4.21%
% of All Funds
10.7%
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
312
Reduced
266
Closed
97
Calls
$8.6M
Puts
$5.67M
Net Calls
+$2.93M
Net Calls Change
+$940K

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$227M
2
Bank of America
2
Bank of America
North Carolina
$983M
3
Amundi
3
Amundi
France
$144M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$138M
5
BlackRock
5
BlackRock
New York
$1.6B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$8.95M
3
Goldman Sachs
3
Goldman Sachs
New York
$153M
4
MPI
4
Mairs & Power Inc
Minnesota
$28.8M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$35.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
151
Envestnet Asset Management
Illinois
$4.93M 62,047 +12,864 +26%
Assenagon Asset Management
152
Assenagon Asset Management
Luxembourg
$4.82M 60,734 -87,449 -59%
VOYA Investment Management
153
VOYA Investment Management
Georgia
$4.78M 60,238 -5,734 -9%
UA
154
Unison Advisors
District of Columbia
$4.77M 60,077 +621 +1%
SOMRS
155
State of Michigan Retirement System
Michigan
$4.68M 58,880 +1,800 +3%
DWT
156
Dorsey & Whitney Trust
South Dakota
$4.31M 54,220 -4,210 -7%
Robeco Institutional Asset Management
157
Robeco Institutional Asset Management
Netherlands
$4.2M 52,836 -4,493 -8%
MIM
158
MetLife Investment Management
New Jersey
$4.2M 52,815 -2,132 -4%
Osaic Holdings
159
Osaic Holdings
Arizona
$4.17M 52,378 +13,604 +35%
Creative Planning
160
Creative Planning
Kansas
$4.14M 52,135 +360 +0.7%
Skandinaviska Enskilda Banken (SEB)
161
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.13M 51,964 +4,200 +9%
DIA
162
Dean Investment Associates
Ohio
$4.11M 51,784 +944 +2%
ProShare Advisors
163
ProShare Advisors
Maryland
$4.04M 50,907 -4,161 -8%
LF
164
Lansforsakringar Fondforvaltning
Sweden
$4.02M 50,585 -5,263 -9%
COPPSERS
165
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.02M 50,585 +2,463 +5%
CNB
166
Czech National Bank
Czech Republic
$4M 50,416 +2,084 +4%
AF
167
Alerus Financial
North Dakota
$3.94M 49,657 +487 +1%
II
168
IFM Investors
Australia
$3.89M 49,024 +3,210 +7%
KA
169
Kintegral Advisory
New York
$3.86M 48,641 -73 -0.1%
Comerica Bank
170
Comerica Bank
Texas
$3.72M 46,877 -797 -2%
GLF
171
Groupe la Francaise
France
$3.57M 45,174 +7,469 +20%
Retirement Systems of Alabama
172
Retirement Systems of Alabama
Alabama
$3.52M 44,258 -960 -2%
Public Sector Pension Investment Board (PSP Investments)
173
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.37M 42,459 -13,930 -25%
AB
174
Amalgamated Bank
New York
$3.23M 40,615 -1,225 -3%
DnB Asset Management
175
DnB Asset Management
Norway
$3.08M 38,808 +581 +2%
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