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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
Public Sector Pension Investment Board (PSP Investments)
176
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.37M -$1.07M -13,930 -25%
AB
177
Amalgamated Bank
New York
$3.23M -$94K -1,225 -3%
DnB Asset Management
178
DnB Asset Management
Norway
$3.08M +$44.6K +581 +2%
Mackenzie Financial
179
Mackenzie Financial
Ontario, Canada
$3.02M +$911K +11,868 +45%
Cerity Partners
180
Cerity Partners
New York
$3.01M +$244K +3,175 +9%
GCM
181
Graham Capital Management
Connecticut
$2.99M +$2.66M +34,683 +1,160%
URS
182
Utah Retirement Systems
Utah
$2.95M -$32.5K -423 -1%
CCIA
183
Campbell & Co Investment Adviser
Maryland
$2.95M +$2.03M +26,465 +249%
Corient Private Wealth
184
Corient Private Wealth
Florida
$2.95M -$4.07K -53 -0.1%
AAM
185
Advisors Asset Management
Colorado
$2.94M +$165K +2,148 +6%
KWM
186
Kingsview Wealth Management
Oregon
$2.91M +$2.53M +32,987 +902%
Baird Financial Group
187
Baird Financial Group
Wisconsin
$2.89M -$140K -1,821 -5%
Pathstone Holdings
188
Pathstone Holdings
New Jersey
$2.89M -$494K -6,429 -15%
APP
189
Avantax Planning Partners
Iowa
$2.86M
QT
190
Quantbot Technologies
New York
$2.84M +$1.79M +23,331 +188%
BCIM
191
British Columbia Investment Management
British Columbia, Canada
$2.81M -$640K -8,342 -19%
CIBC Asset Management
192
CIBC Asset Management
Ontario, Canada
$2.8M -$211K -2,749 -7%
FM
193
Foster & Motley
Ohio
$2.77M +$415K +5,404 +18%
EI
194
Ethic Inc
New York
$2.74M +$271K +3,528 +11%
PFSRSONJ
195
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.73M +$86.7K +1,130 +3%
FCH
196
Freestone Capital Holdings
Washington
$2.72M -$125K -1,632 -5%
CAPTRUST Financial Advisors
197
CAPTRUST Financial Advisors
North Carolina
$2.67M -$3.53K -46 -0.1%
Susquehanna International Group
198
Susquehanna International Group
Pennsylvania
$2.63M -$274K -3,563 -10%
FWP
199
FAS Wealth Partners
Kansas
$2.61M +$218K +2,843 +9%
Daiwa Securities Group
200
Daiwa Securities Group
Japan
$2.58M +$91.8K +1,196 +4%

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.