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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 %
Mackenzie Financial
176
Mackenzie Financial
Ontario, Canada
$3.02M 37,984 +11,868 +45%
Cerity Partners
177
Cerity Partners
New York
$3.01M 37,957 +3,175 +9%
GCM
178
Graham Capital Management
Connecticut
$2.99M 37,674 +34,683 +1,160%
URS
179
Utah Retirement Systems
Utah
$2.95M 37,152 -423 -1%
CCIA
180
Campbell & Co Investment Adviser
Maryland
$2.95M 37,107 +26,465 +249%
Corient Private Wealth
181
Corient Private Wealth
Florida
$2.95M 37,083 -55 -0.1%
AAM
182
Advisors Asset Management
Colorado
$2.94M 37,030 +2,148 +6%
KWM
183
Kingsview Wealth Management
Oregon
$2.91M 36,643 +32,987 +902%
Baird Financial Group
184
Baird Financial Group
Wisconsin
$2.89M 36,377 -1,821 -5%
Pathstone Holdings
185
Pathstone Holdings
New Jersey
$2.89M 36,328 -6,429 -15%
APP
186
Avantax Planning Partners
Iowa
$2.86M 35,998 – –
QT
187
Quantbot Technologies
New York
$2.84M 35,750 +23,331 +188%
BCIM
188
British Columbia Investment Management
British Columbia, Canada
$2.81M 35,405 -8,342 -19%
CIBC Asset Management
189
CIBC Asset Management
Ontario, Canada
$2.8M 35,290 -2,749 -7%
FM
190
Foster & Motley
Ohio
$2.78M 34,941 +5,404 +18%
EI
191
Ethic Inc
New York
$2.74M 34,581 +3,528 +11%
PFSRSONJ
192
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.73M 34,409 +1,130 +3%
FCH
193
Freestone Capital Holdings
Washington
$2.72M 34,258 -1,632 -5%
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
$2.67M 33,654 -46 -0.1%
FWP
195
FAS Wealth Partners
Kansas
$2.61M 32,875 +2,843 +9%
Daiwa Securities Group
196
Daiwa Securities Group
Japan
$2.58M 32,427 +1,196 +4%
MYAM
197
Meiji Yasuda Asset Management
Japan
$2.57M 32,368 -2,691 -8%
KBC Group
198
KBC Group
Belgium
$2.52M 31,765 -133,988 -81%
Thrivent Financial for Lutherans
199
Thrivent Financial for Lutherans
Minnesota
$2.51M 31,603 +1,544 +5%
NYLIM
200
New York Life Investment Management
New York
$2.48M 31,207 -243 -0.8%
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