PFG icon

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
AQR Capital Management
5
AQR Capital Management
Connecticut
$53.6M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$175M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$107M
3
Deutsche Bank
3
Deutsche Bank
Germany
$84.4M
4
WP
4
Woodline Partners
California
$0
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$36M
Name Holding Trade Value Shares
Change 		Shares
Change %
NYLIM
201
New York Life Investment Management
New York
$2.65M -$16.7K -198 -0.6%
EI
202
Ethic Inc
New York
$2.64M -$589K -6,912 -18%
Daiwa Securities Group
203
Daiwa Securities Group
Japan
$2.64M +$163K +1,936 +7%
ATC
204
Argent Trust Co
Tennessee
$2.55M +$72.1K +854 +3%
Thrivent Financial for Lutherans
205
Thrivent Financial for Lutherans
Minnesota
$2.54M +$855K +10,138 +51%
FWP
206
FAS Wealth Partners
Kansas
$2.53M +$95.7K +1,134 +4%
APF
207
Alaska Permanent Fund
Alaska
$2.51M – – –
FM
208
Foster & Motley
Ohio
$2.49M +$44.9K +532 +2%
A
209
AlphaQuest
New York
$2.47M +$8.94K +106 +0.4%
YCM
210
Yousif Capital Management
Michigan
$2.42M -$65.6K -778 -3%
WCM
211
Wedge Capital Management
North Carolina
$2.4M +$212K +2,508 +10%
DWM
212
Dakota Wealth Management
Florida
$2.4M -$155K -1,842 -6%
UM
213
UniSuper Management
Australia
$2.4M -$34.7K -411 -1%
HT
214
Headlands Technologies
Illinois
$2.39M +$1.17M +13,875 +96%
UIM
215
USS Investment Management
United Kingdom
$2.38M -$1.86M -22,100 -44%
NAM
216
Nissay Asset Management
Japan
$2.36M -$2.11K -25 -0.1%
DFCM
217
Dark Forest Capital Management
Puerto Rico
$2.36M +$2.36M +27,956 New
CWM
218
Centric Wealth Management
Illinois
$2.36M +$203K +2,406 +9%
Bank of Nova Scotia
219
Bank of Nova Scotia
Ontario, Canada
$2.33M -$10.9M -129,211 -82%
FDCDDQ
220
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.32M +$11.7K +139 +0.5%
VPIM
221
Vanguard Personalized Indexing Management
California
$2.32M +$294K +3,490 +15%
Janus Henderson Group
222
Janus Henderson Group
United Kingdom
$2.28M +$29.8K +359 +1%
EMPI
223
Elo Mutual Pension Insurance
Finland
$2.22M +$248K +2,942 +13%
CWM
224
CIBC World Markets
New York
$2.21M -$672K -7,962 -23%
Mackenzie Financial
225
Mackenzie Financial
Ontario, Canada
$2.2M +$206K +2,438 +10%
7 8
9
10 11