Principal Financial Group
PFG
843 hedge funds and large institutions have $14.2B invested in Principal Financial Group in 2025 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 308 increasing their positions, 260 reducing their positions, and 57 closing their positions.
118% more first-time investments, than exits
New positions opened: 124 | Existing positions closed: 57
52% more capital inflows, than outflows
Capital inflows: $1.09B | Capital outflows: $717M
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
18% more repeat investments, than reductions
Existing positions increased: 308 | Existing positions reduced: 260
15% more call options, than puts
Call options by funds: $15.6M | Put options by funds: $13.6M
7% more funds holding
Funds holding: 788 → 843 (+55)
2.96% more ownership
Funds ownership: 71.52% → 74.48% (+3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$274M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$123M |
| 3 |
Goldman Sachs
New York
|
+$116M |
| 4 |
State Street
Boston,
Massachusetts
|
+$91.3M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$43.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$176M |
| 2 |
JP Morgan Chase
New York
|
-$59M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$40M |
| 4 |
Woodline Partners
San Francisco,
California
|
-$28.4M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$23.8M |
PFG Hedge Fund Activity: Q1 2025 in Review
843 of the 7,488 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q1 2025, worth a combined $14.2B — up 12% from $12.7B a quarter earlier.
Buyers outnumbered sellers: 124 funds opened new PFG positions and 57 closed out — a net gain of 67 holders — while 308 added to existing stakes and 260 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $274M. The largest seller was Wellington Management Group, cutting an estimated $176M.
- 843 institutional investors held Principal Financial Group (PFG) as of Q1 2025, up from 788 in Q4 2024.
- Funds reported $14.2B of Principal Financial Group stock for Q1 2025, up 12% quarter-over-quarter.
- 124 funds opened new Principal Financial Group positions in Q1 2025 and 57 closed out, a net change of +67 holders.
- The largest Principal Financial Group buyer in Q1 2025 was Victory Capital Management, an estimated $274M added.
- The largest Principal Financial Group seller in Q1 2025 was Wellington Management Group, an estimated $176M sold.
Based on aggregated 13F filings for Q1 2025.