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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
$983M
2
Amundi
Amundi
France
$144M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$138M
4
BlackRock
BlackRock
New York
$1.6B
5
Victory Capital Management
Victory Capital Management
Texas
$341M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$8.95M
3
Goldman Sachs
Goldman Sachs
New York
$153M
4
MPI
Mairs & Power Inc
Minnesota
$28.8M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.17B +$7.72M +97,149 +0.4%
BlackRock
2
BlackRock
New York
$1.6B +$48.9M +615,027 +3%
NLI
3
Nippon Life Insurance
Japan
$1.44B – – –
Bank of America
4
Bank of America
North Carolina
$983M +$86.1M +1,083,991 +10%
State Street
5
State Street
Massachusetts
$849M -$5.88M -74,062 -0.7%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$434M +$462K +5,840 +0.1%
Victory Capital Management
7
Victory Capital Management
Texas
$341M +$46.6M +587,151 +16%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$299M +$8.03M +101,082 +3%
Northern Trust
9
Northern Trust
Illinois
$277M -$7.64M -96,129 -3%
Morgan Stanley
10
Morgan Stanley
New York
$252M +$16.1M +203,015 +7%
Norges Bank
11
Norges Bank
Norway
$227M +$227M +2,859,100 New
Invesco
12
Invesco
Georgia
$218M +$11.1M +139,953 +5%
UBS AM
13
UBS AM
Illinois
$167M +$23.1M +290,234 +16%
Goldman Sachs
14
Goldman Sachs
New York
$153M -$54.2M -682,919 -26%
Amundi
15
Amundi
France
$144M +$52.7M +654,408 +58%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$138M +$52.2M +657,423 +61%
Legal & General Group
17
Legal & General Group
United Kingdom
$126M -$5.42M -68,220 -4%
Charles Schwab
18
Charles Schwab
California
$117M -$13.5K -170 -0%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$107M -$6.71M -84,468 -6%
UBS Group
20
UBS Group
Switzerland
$99M -$17.9M -225,347 -15%
HSBC Holdings
21
HSBC Holdings
United Kingdom
$89.6M -$3.88M -48,907 -4%
Deutsche Bank
22
Deutsche Bank
Germany
$83.5M +$3.96M +49,809 +5%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$81.3M -$19.5M -245,826 -19%
A
24
AustralianSuper
Australia
$78.9M +$7.97M +100,397 +11%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$71.6M +$37.8M +475,269 +111%
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