PFG icon

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 %
NYLIM
201
New York Life Investment Management
New York
$2.48M -$19.3K -243 -0.8%
ATC
202
Argent Trust Co
Tennessee
$2.47M +$69.5K +875 +3%
SO
203
STRS Ohio
Ohio
$2.46M +$549K +6,909 +29%
WCM
204
Wedge Capital Management
North Carolina
$2.42M +$159K +1,999 +7%
ECM
205
ExodusPoint Capital Management
New York
$2.39M -$2.86M -36,042 -55%
UM
206
UniSuper Management
Australia
$2.38M +$127K +1,599 +6%
VPIM
207
Vanguard Personalized Indexing Management
California
$2.38M +$190K +2,390 +9%
UIM
208
USS Investment Management
United Kingdom
$2.38M +$134K +1,689 +6%
Wealth Enhancement Advisory Services
209
Wealth Enhancement Advisory Services
Minnesota
$2.34M -$222K -2,743 -9%
Mariner
210
Mariner
Kansas
$2.33M -$219K -2,760 -9%
I
211
InceptionR
California
$2.3M +$2.3M +28,937 New
FDCDDQ
212
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.29M +$103K +1,303 +5%
ET
213
Entropy Technologies
New York
$2.28M -$725K -9,133 -24%
DWM
214
Dakota Wealth Management
Florida
$2.26M +$5.72K +72 +0.3%
NAM
215
Nissay Asset Management
Japan
$2.26M +$34.4K +433 +2%
YCM
216
Yousif Capital Management
Michigan
$2.24M -$37K -466 -2%
CWM
217
Centric Wealth Management
Illinois
$2.23M +$89.5K +1,168 +4%
SEI Investments
218
SEI Investments
Pennsylvania
$2.23M +$374K +4,709 +20%
Mirae Asset Global Investments
219
Mirae Asset Global Investments
South Korea
$2.21M +$133K +1,678 +6%
JG
220
Jain Global
New York
$2.18M +$2.18M +27,507 New
VA
221
Vident Advisory
Georgia
$2.16M +$250K +3,147 +13%
SQA
222
Simon Quick Advisors
New Jersey
$2.16M +$2.16M +27,134 New
CWM
223
CIBC World Markets
New York
$2.12M +$41K +516 +2%
Janus Henderson Group
224
Janus Henderson Group
United Kingdom
$2.11M -$67.1K -845 -3%
PAG
225
Private Advisor Group
New Jersey
$2.05M +$2.94K +37 +0.1%
7 8
9
10 11