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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 %
Mackenzie Financial
176
Mackenzie Financial
Ontario, Canada
$3.02M +$943K +11,868 +45%
Cerity Partners
177
Cerity Partners
New York
$3.01M +$252K +3,175 +9%
GCM
178
Graham Capital Management
Connecticut
$2.99M +$2.75M +34,683 +1,160%
URS
179
Utah Retirement Systems
Utah
$2.95M -$33.6K -423 -1%
CCIA
180
Campbell & Co Investment Adviser
Maryland
$2.95M +$2.1M +26,465 +249%
Corient Private Wealth
181
Corient Private Wealth
Florida
$2.95M -$4.37K -55 -0.1%
AAM
182
Advisors Asset Management
Colorado
$2.94M +$171K +2,148 +6%
KWM
183
Kingsview Wealth Management
Oregon
$2.91M +$2.62M +32,987 +902%
Baird Financial Group
184
Baird Financial Group
Wisconsin
$2.89M -$145K -1,821 -5%
Pathstone Holdings
185
Pathstone Holdings
New Jersey
$2.89M -$511K -6,429 -15%
APP
186
Avantax Planning Partners
Iowa
$2.86M – – –
QT
187
Quantbot Technologies
New York
$2.84M +$1.85M +23,331 +188%
BCIM
188
British Columbia Investment Management
British Columbia, Canada
$2.81M -$663K -8,342 -19%
CIBC Asset Management
189
CIBC Asset Management
Ontario, Canada
$2.8M -$218K -2,749 -7%
FM
190
Foster & Motley
Ohio
$2.78M +$429K +5,404 +18%
EI
191
Ethic Inc
New York
$2.74M +$279K +3,528 +11%
PFSRSONJ
192
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.73M +$89.8K +1,130 +3%
FCH
193
Freestone Capital Holdings
Washington
$2.72M -$130K -1,632 -5%
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
$2.67M -$3.65K -46 -0.1%
Susquehanna International Group
195
Susquehanna International Group
Pennsylvania
$2.63M -$283K -3,563 -10%
FWP
196
FAS Wealth Partners
Kansas
$2.61M +$226K +2,843 +9%
Daiwa Securities Group
197
Daiwa Securities Group
Japan
$2.58M +$95K +1,196 +4%
MYAM
198
Meiji Yasuda Asset Management
Japan
$2.57M -$214K -2,691 -8%
KBC Group
199
KBC Group
Belgium
$2.52M -$10.6M -133,988 -81%
Thrivent Financial for Lutherans
200
Thrivent Financial for Lutherans
Minnesota
$2.51M +$123K +1,544 +5%
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