We are live on ! Find out more
PFG icon

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
BHCM
151
Brevan Howard Capital Management
Jersey
$5.02M +$3.49M +45,527 +258%
Mirae Asset Global ETFs Holdings
152
Mirae Asset Global ETFs Holdings
Hong Kong
$4.95M +$20.5K +267 +0.4%
Cetera Investment Advisers
153
Cetera Investment Advisers
Illinois
$4.93M +$38K +495 +0.8%
Envestnet Asset Management
154
Envestnet Asset Management
Illinois
$4.93M +$987K +12,864 +26%
Assenagon Asset Management
155
Assenagon Asset Management
Luxembourg
$4.82M -$6.71M -87,449 -59%
VOYA Investment Management
156
VOYA Investment Management
Georgia
$4.78M -$440K -5,734 -9%
UA
157
Unison Advisors
District of Columbia
$4.77M +$47.7K +621 +1%
SOMRS
158
State of Michigan Retirement System
Michigan
$4.68M +$138K +1,800 +3%
Osaic Holdings
159
Osaic Holdings
Arizona
$4.61M +$1.4M +18,296 +47%
DWT
160
Dorsey & Whitney Trust
South Dakota
$4.31M -$323K -4,210 -7%
Robeco Institutional Asset Management
161
Robeco Institutional Asset Management
Netherlands
$4.2M -$345K -4,493 -8%
MIM
162
MetLife Investment Management
New Jersey
$4.2M -$164K -2,132 -4%
Creative Planning
163
Creative Planning
Kansas
$4.14M +$27.6K +360 +0.7%
Skandinaviska Enskilda Banken (SEB)
164
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.13M +$322K +4,200 +9%
DIA
165
Dean Investment Associates
Ohio
$4.11M +$72.5K +944 +2%
ProShare Advisors
166
ProShare Advisors
Maryland
$4.04M -$319K -4,161 -8%
LF
167
Lansforsakringar Fondforvaltning
Sweden
$4.02M -$404K -5,263 -9%
COPPSERS
168
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.02M +$189K +2,463 +5%
CNB
169
Czech National Bank
Czech Republic
$4M +$160K +2,084 +4%
AF
170
Alerus Financial
North Dakota
$3.94M +$37.4K +487 +1%
II
171
IFM Investors
Australia
$3.89M +$246K +3,210 +7%
KA
172
Kintegral Advisory
New York
$3.86M -$5.6K -73 -0.1%
Comerica Bank
173
Comerica Bank
Texas
$3.72M -$61.2K -797 -2%
GLF
174
Groupe la Francaise
France
$3.57M +$573K +7,469 +20%
Retirement Systems of Alabama
175
Retirement Systems of Alabama
Alabama
$3.52M -$73.7K -960 -2%

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.