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Principal Financial Group

809 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, 314 increasing their positions, 273 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

3% less funds holding

Funds holding: 834809 (-25)

5% less capital invested

Capital invested by funds: $13.9B → $13.1B (-$751M)

16% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 98

Holders
809
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.4M
Puts
$8.31M
Net Calls
Net Calls Change

Top Buyers

1 +$86.1M
2 +$52.7M
3 +$52.2M
4
BlackRock
BlackRock
New York
+$48.9M
5
Victory Capital Management
Victory Capital Management
Texas
+$46.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SQA
226
Simon Quick Advisors
New Jersey
$2.04M
CM
227
Columbus Macro
Pennsylvania
$2.04M
OAM
228
Ostrum Asset Management
France
$2.04M
SFI
229
Siemens Fonds Invest
Germany
$1.99M
HWM
230
Hohimer Wealth Management
Washington
$1.99M
SMDAM
231
Sumitomo Mitsui DS Asset Management
Japan
$1.99M
DFCM
232
Dark Forest Capital Management
Puerto Rico
$1.98M
HT
233
Headlands Technologies
Illinois
$1.96M
EMPI
234
Elo Mutual Pension Insurance
Finland
$1.95M
Rockefeller Capital Management
235
Rockefeller Capital Management
New York
$1.91M
MOACM
236
Mutual of America Capital Management
New York
$1.88M
SOADOR
237
State of Alaska Department of Revenue
Alaska
$1.84M
Federated Hermes
238
Federated Hermes
Pennsylvania
$1.81M
Neuberger Berman Group
239
Neuberger Berman Group
New York
$1.79M
SC
240
SummitTX Capital
Texas
$1.78M
GA
241
GoalVest Advisory
New York
$1.77M
WCBA
242
Weaver C. Barksdale & Associates
Tennessee
$1.76M
BP
243
BBR Partners
New York
$1.75M
EGM
244
Engineers Gate Manager
New York
$1.73M
US Bancorp
245
US Bancorp
Minnesota
$1.69M
AAF
246
Andra AP-fonden
Sweden
$1.68M
A
247
AlphaQuest
New York
$1.68M
CB
248
Commerce Bank
Missouri
$1.65M
MCM
249
MAI Capital Management
Ohio
$1.64M
TAF
250
Tredje AP-fonden
Sweden
$1.57M