We are live on ! Find out more
PFG icon

Principal Financial Group

814 hedge funds and large institutions have $13.2B invested in Principal Financial Group in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 315 increasing their positions, 277 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $8.31M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

14% more repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 277

0.51% less ownership

Funds ownership: 74.48%73.97% (-0.51%)

3% less funds holding

Funds holding: 841814 (-27)

7% less capital invested

Capital invested by funds: $14.2B → $13.2B (-$994M)

18% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 100

Holders
814
Holders Change
-27
Holders Change %
-3.21%
% of All Funds
10.72%
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
315
Reduced
277
Closed
100
Calls
$11.4M
Puts
$8.31M
Net Calls
+$3.13M
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.17B +$7.46M +97,149 +0.4%
BlackRock
2
BlackRock
New York
$1.6B +$47.2M +615,027 +3%
NLI
3
Nippon Life Insurance
Japan
$1.44B
Bank of America
4
Bank of America
North Carolina
$983M +$83.2M +1,083,991 +10%
State Street
5
State Street
Massachusetts
$849M -$5.69M -74,062 -0.7%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$434M +$448K +5,840 +0.1%
Victory Capital Management
7
Victory Capital Management
Texas
$341M +$45.1M +587,151 +16%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$299M +$7.76M +101,082 +3%
Northern Trust
9
Northern Trust
Illinois
$277M -$7.38M -96,129 -3%
Morgan Stanley
10
Morgan Stanley
New York
$252M +$15.6M +203,015 +7%
Norges Bank
11
Norges Bank
Norway
$227M -$194K -2,530 -0.1%
Invesco
12
Invesco
Georgia
$218M +$10.7M +139,953 +5%
UBS AM
13
UBS AM
Illinois
$167M +$22.3M +290,234 +16%
Goldman Sachs
14
Goldman Sachs
New York
$153M -$52.4M -682,919 -26%
Amundi
15
Amundi
France
$144M +$50.2M +654,408 +58%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$138M +$50.5M +657,423 +61%
Legal & General Group
17
Legal & General Group
United Kingdom
$126M -$5.24M -68,220 -4%
Charles Schwab
18
Charles Schwab
California
$117M -$13.1K -170 -0%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$107M -$6.48M -84,468 -6%
UBS Group
20
UBS Group
Switzerland
$99M -$17.3M -225,347 -15%
HSBC Holdings
21
HSBC Holdings
United Kingdom
$89.6M -$3.75M -48,907 -4%
Deutsche Bank
22
Deutsche Bank
Germany
$83.5M +$3.82M +49,809 +5%
JP Morgan Chase
23
JP Morgan Chase
New York
$81.3M -$18.9M -245,826 -19%
A
24
AustralianSuper
Australia
$78.9M +$7.71M +100,397 +11%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$71.6M +$36.5M +475,269 +111%

PFG Hedge Fund Activity: Q2 2025 in Review

814 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q2 2025, worth a combined $13.2B — down 7% from $14.2B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of PFG and 82 opened new positions — a net loss of 18 holders — while 277 trimmed existing stakes and 315 added.

The largest buyer was Bank of America, adding an estimated $83.2M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $420M sold.

  • 814 institutional investors held Principal Financial Group (PFG) as of Q2 2025, down from 841 in Q1 2025.
  • Funds reported $13.2B of Principal Financial Group stock for Q2 2025, down 7% quarter-over-quarter.
  • 82 funds opened new Principal Financial Group positions in Q2 2025 and 100 closed out, a net change of -18 holders.
  • The largest Principal Financial Group buyer in Q2 2025 was Bank of America, an estimated $83.2M added.
  • The largest Principal Financial Group seller in Q2 2025 was Capital Research Global Investors, an estimated $420M sold.

Based on aggregated 13F filings for Q2 2025.