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Principal Financial Group
PFG

Overview Fund Activity

832 hedge funds and large institutions have $13.8B invested in Principal Financial Group in 2025 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 302 increasing their positions, 257 reducing their positions, and 55 closing their positions.

Holders
832
Holders Change
+54
Holders Change %
+6.94%
% of All Funds
11.3%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
124
Increased
302
Reduced
257
Closed
55
Calls
$15.6M
Puts
$13.6M
Net Calls
+$1.99M
Net Calls Change
-$10.8M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$313M
2
Bank of America
2
Bank of America
North Carolina
$952M
3
Goldman Sachs
3
Goldman Sachs
New York
$220M
4
State Street
4
State Street
Massachusetts
$908M
5
NL
5
Nuveen LLC
North Carolina
$48M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$175M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$107M
4
Deutsche Bank
4
Deutsche Bank
Germany
$84.4M
5
WP
5
Woodline Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Retirement Systems of Alabama
176
Retirement Systems of Alabama
Alabama
$3.82M 45,218 -342 -0.8%
BCIM
177
British Columbia Investment Management
British Columbia, Canada
$3.69M 43,747 -602 -1%
Pathstone Holdings
178
Pathstone Holdings
New Jersey
$3.61M 42,757 +15,153 +55%
AB
179
Amalgamated Bank
New York
$3.53M 41,840 +657 +2%
UH
180
Unigestion Holding
Switzerland
$3.47M 41,155 -4,369 -10%
SM
181
Sciencast Management
New Jersey
$3.39M 40,224 +14,305 +55%
Osaic Holdings
182
Osaic Holdings
Arizona
$3.27M 38,774 -11,328 -23%
DnB Asset Management
183
DnB Asset Management
Norway
$3.23M 38,227 -82,706 -68%
Baird Financial Group
184
Baird Financial Group
Wisconsin
$3.22M 38,198 -5,462 -13%
CIBC Asset Management
185
CIBC Asset Management
Ontario, Canada
$3.21M 38,039 -256 -0.7%
GLF
186
Groupe la Francaise
France
$3.21M 37,705 +5,139 +16%
ET
187
Entropy Technologies
New York
$3.19M 37,793 +12,779 +51%
URS
188
Utah Retirement Systems
Utah
$3.17M 37,575 -138 -0.4%
Corient Private Wealth
189
Corient Private Wealth
Florida
$3.13M 37,138 +2,838 +8%
N
190
Natixis
France
$3.11M 37,162 -106,229 -74%
Susquehanna International Group
191
Susquehanna International Group
Pennsylvania
$3.1M 36,716 -133,250 -78%
APP
192
Avantax Planning Partners
Iowa
$3.04M 35,998 -112 -0.3%
FCH
193
Freestone Capital Holdings
Washington
$3.03M 35,890 +534 +2%
MYAM
194
Meiji Yasuda Asset Management
Japan
$2.96M 35,059 +27,330 +354%
AAM
195
Advisors Asset Management
Colorado
$2.94M 34,882 +2,623 +8%
Cerity Partners
196
Cerity Partners
New York
$2.93M 34,782 +5,603 +19%
CAPTRUST Financial Advisors
197
CAPTRUST Financial Advisors
North Carolina
$2.84M 33,700 +3,093 +10%
PFSRSONJ
198
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.81M 33,279 – –
Mariner
199
Mariner
Kansas
$2.7M 32,064 +5,094 +19%
Wealth Enhancement Advisory Services
200
Wealth Enhancement Advisory Services
Minnesota
$2.67M 31,677 -1,394 -4%
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