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
NL
5
Nuveen LLC
North Carolina
$48M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$175M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$107M
4
Deutsche Bank
4
Deutsche Bank
Germany
$84.4M
5
WP
5
Woodline Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.3B 27,247,915 -182,612 -0.7%
BlackRock
2
BlackRock
New York
$1.65B 19,588,317 -267,737 -1%
NLI
3
Nippon Life Insurance
Japan
$1.53B 18,137,000 – –
Bank of America
4
Bank of America
North Carolina
$952M 11,286,861 +1,484,507 +15%
State Street
5
State Street
Massachusetts
$908M 10,766,566 +1,097,478 +11%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$461M 5,480,842 +14,255 +0.3%
Capital Research Global Investors
7
Capital Research Global Investors
California
$420M 4,983,302 +15,445 +0.3%
Victory Capital Management
8
Victory Capital Management
Texas
$313M 3,707,534 +3,296,608 +802%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$309M 3,663,656 -249,408 -6%
Northern Trust
10
Northern Trust
Illinois
$302M 3,581,196 -81,722 -2%
Morgan Stanley
11
Morgan Stanley
New York
$251M 2,969,821 +58,225 +2%
Goldman Sachs
12
Goldman Sachs
New York
$220M 2,613,143 +1,393,008 +114%
Invesco
13
Invesco
Georgia
$219M 2,600,510 -153,477 -6%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$175M 2,070,573 -2,121,265 -51%
UBS AM
15
UBS AM
Illinois
$153M 1,808,484 -68,762 -4%
Legal & General Group
16
Legal & General Group
United Kingdom
$139M 1,650,346 +23,226 +1%
UBS Group
17
UBS Group
Switzerland
$124M 1,472,230 -17,143 -1%
Charles Schwab
18
Charles Schwab
California
$124M 1,468,728 +20,221 +1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$121M 1,433,473 -94,565 -6%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$107M 1,269,676 -709,882 -36%
HSBC Holdings
21
HSBC Holdings
United Kingdom
$99.2M 1,177,467 -259,392 -18%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$91.1M 1,080,097 +17,969 +2%
Amundi
23
Amundi
France
$90.2M 1,136,838 -222,941 -16%
Deutsche Bank
24
Deutsche Bank
Germany
$84.4M 1,000,837 -481,216 -32%
A
25
AustralianSuper
Australia
$75.4M 893,246 +227,836 +34%
1
2 3 4 5