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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
+$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 %
Envestnet Asset Management
151
Envestnet Asset Management
Illinois
$4.93M +$1.02M +12,864 +26%
Assenagon Asset Management
152
Assenagon Asset Management
Luxembourg
$4.82M -$6.95M -87,449 -59%
VOYA Investment Management
153
VOYA Investment Management
Georgia
$4.78M -$455K -5,734 -9%
UA
154
Unison Advisors
District of Columbia
$4.77M +$49.3K +621 +1%
SOMRS
155
State of Michigan Retirement System
Michigan
$4.68M +$143K +1,800 +3%
DWT
156
Dorsey & Whitney Trust
South Dakota
$4.31M -$334K -4,210 -7%
Robeco Institutional Asset Management
157
Robeco Institutional Asset Management
Netherlands
$4.2M -$357K -4,493 -8%
MIM
158
MetLife Investment Management
New Jersey
$4.2M -$169K -2,132 -4%
Osaic Holdings
159
Osaic Holdings
Arizona
$4.17M +$1.08M +13,604 +35%
Creative Planning
160
Creative Planning
Kansas
$4.14M +$28.6K +360 +0.7%
Skandinaviska Enskilda Banken (SEB)
161
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.13M +$334K +4,200 +9%
DIA
162
Dean Investment Associates
Ohio
$4.11M +$75K +944 +2%
ProShare Advisors
163
ProShare Advisors
Maryland
$4.04M -$331K -4,161 -8%
LF
164
Lansforsakringar Fondforvaltning
Sweden
$4.02M -$418K -5,263 -9%
COPPSERS
165
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.02M +$196K +2,463 +5%
CNB
166
Czech National Bank
Czech Republic
$4M +$166K +2,084 +4%
AF
167
Alerus Financial
North Dakota
$3.94M +$38.7K +487 +1%
II
168
IFM Investors
Australia
$3.89M +$255K +3,210 +7%
KA
169
Kintegral Advisory
New York
$3.86M -$5.8K -73 -0.1%
Comerica Bank
170
Comerica Bank
Texas
$3.72M -$63.3K -797 -2%
GLF
171
Groupe la Francaise
France
$3.57M +$591K +7,469 +20%
Retirement Systems of Alabama
172
Retirement Systems of Alabama
Alabama
$3.52M -$76.3K -960 -2%
Public Sector Pension Investment Board (PSP Investments)
173
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.37M -$1.11M -13,930 -25%
AB
174
Amalgamated Bank
New York
$3.23M -$97.3K -1,225 -3%
DnB Asset Management
175
DnB Asset Management
Norway
$3.08M +$46.1K +581 +2%
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