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Principal Financial Group

808 hedge funds and large institutions have $13.2B invested in Principal Financial Group in 2025 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 279 increasing their positions, 270 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
808
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.3M
Puts
$3.02M
Net Calls
Net Calls Change

Top Buyers

1 +$64.4M
2 +$52.8M
3 +$52.8M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$41.7M
5
Goldman Sachs
Goldman Sachs
New York
+$35.9M

Top Sellers

1 -$327M
2 -$32.2M
3 -$27.4M
4
Verition Fund Management
Verition Fund Management
Connecticut
-$25.7M
5
UBS AM
UBS AM
Illinois
-$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
226
Hohimer Wealth Management
Washington
$2.08M
FAF
227
Fjarde Ap-fonden
Sweden
$2.07M
SMDAM
228
Sumitomo Mitsui DS Asset Management
Japan
$2.07M
SQA
229
Simon Quick Advisors
New Jersey
$2.03M
ACM
230
Aquatic Capital Management
Illinois
$2.01M
GA
231
GoalVest Advisory
New York
$2.01M
OPERF
232
Oregon Public Employees Retirement Fund
Oregon
$1.92M
Federated Hermes
233
Federated Hermes
Pennsylvania
$1.89M
XT
234
XTX Topco
Cayman Islands
$1.89M
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$1.88M
MCM
236
MAI Capital Management
Ohio
$1.84M
BP
237
BBR Partners
New York
$1.83M
MOACM
238
Mutual of America Capital Management
New York
$1.82M
SOADOR
239
State of Alaska Department of Revenue
Alaska
$1.81M
Janney Montgomery Scott
240
Janney Montgomery Scott
Pennsylvania
$1.74M
WCBA
241
Weaver C. Barksdale & Associates
Tennessee
$1.72M
Thrivent Financial for Lutherans
242
Thrivent Financial for Lutherans
Minnesota
$1.71M
VSQM
243
V-Square Quantitative Management
Illinois
$1.69M
Capital Fund Management (CFM)
244
Capital Fund Management (CFM)
France
$1.69M
CB
245
Commerce Bank
Missouri
$1.67M
LAM
246
LECAP Asset Management
United Kingdom
$1.62M
Northwestern Mutual Wealth Management
247
Northwestern Mutual Wealth Management
Wisconsin
$1.61M
Rockefeller Capital Management
248
Rockefeller Capital Management
New York
$1.58M
US Bancorp
249
US Bancorp
Minnesota
$1.58M
FG
250
Foster Group
Iowa
$1.58M