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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 %
ATC
201
Argent Trust Co
Tennessee
$2.47M 31,074 +875 +3%
SO
202
STRS Ohio
Ohio
$2.46M 30,912 +6,909 +29%
WCM
203
Wedge Capital Management
North Carolina
$2.42M 30,488 +1,999 +7%
ECM
204
ExodusPoint Capital Management
New York
$2.39M 30,063 -36,042 -55%
UM
205
UniSuper Management
Australia
$2.38M 30,016 +1,599 +6%
VPIM
206
Vanguard Personalized Indexing Management
California
$2.38M 29,908 +2,390 +9%
UIM
207
USS Investment Management
United Kingdom
$2.38M 29,943 +1,689 +6%
Wealth Enhancement Advisory Services
208
Wealth Enhancement Advisory Services
Minnesota
$2.34M 28,934 -2,743 -9%
Mariner
209
Mariner
Kansas
$2.33M 29,304 -2,760 -9%
I
210
InceptionR
California
$2.3M 28,937 +28,937 New
FDCDDQ
211
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.29M 28,839 +1,303 +5%
ET
212
Entropy Technologies
New York
$2.28M 28,660 -9,133 -24%
DWM
213
Dakota Wealth Management
Florida
$2.26M 28,500 +72 +0.3%
YCM
214
Yousif Capital Management
Michigan
$2.24M 28,241 -466 -2%
CWM
215
Centric Wealth Management
Illinois
$2.23M 29,081 +1,168 +4%
SEI Investments
216
SEI Investments
Pennsylvania
$2.23M 28,033 +4,709 +20%
Mirae Asset Global Investments
217
Mirae Asset Global Investments
South Korea
$2.21M 27,847 +1,678 +6%
JG
218
Jain Global
New York
$2.18M 27,507 +27,507 New
VA
219
Vident Advisory
Georgia
$2.16M 27,198 +3,147 +13%
SQA
220
Simon Quick Advisors
New Jersey
$2.16M 27,134 +27,134 New
CWM
221
CIBC World Markets
New York
$2.12M 26,730 +516 +2%
Janus Henderson Group
222
Janus Henderson Group
United Kingdom
$2.11M 26,555 -845 -3%
PAG
223
Private Advisor Group
New Jersey
$2.05M 25,808 +37 +0.1%
CM
224
Columbus Macro
Pennsylvania
$2.04M 25,650 +210 +0.8%
OAM
225
Ostrum Asset Management
France
$2.04M 25,628 +578 +2%
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