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Principal Financial Group

807 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, 272 reducing their positions, and 97 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: 833807 (-26)

5% less capital invested

Capital invested by funds: $13.8B → $13.1B (-$749M)

15% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 97

Holders
807
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
CM
226
Columbus Macro
Pennsylvania
$2.04M
OAM
227
Ostrum Asset Management
France
$2.04M
SFI
228
Siemens Fonds Invest
Germany
$1.99M
HWM
229
Hohimer Wealth Management
Washington
$1.99M
SMDAM
230
Sumitomo Mitsui DS Asset Management
Japan
$1.99M
DFCM
231
Dark Forest Capital Management
Puerto Rico
$1.98M
HT
232
Headlands Technologies
Illinois
$1.96M
EMPI
233
Elo Mutual Pension Insurance
Finland
$1.95M
Rockefeller Capital Management
234
Rockefeller Capital Management
New York
$1.91M
MOACM
235
Mutual of America Capital Management
New York
$1.88M
SOADOR
236
State of Alaska Department of Revenue
Alaska
$1.84M
Federated Hermes
237
Federated Hermes
Pennsylvania
$1.81M
Neuberger Berman Group
238
Neuberger Berman Group
New York
$1.79M
SC
239
SummitTX Capital
Texas
$1.78M
GA
240
GoalVest Advisory
New York
$1.77M
WCBA
241
Weaver C. Barksdale & Associates
Tennessee
$1.76M
BP
242
BBR Partners
New York
$1.75M
EGM
243
Engineers Gate Manager
New York
$1.73M
US Bancorp
244
US Bancorp
Minnesota
$1.69M
AAF
245
Andra AP-fonden
Sweden
$1.68M
A
246
AlphaQuest
New York
$1.68M
CB
247
Commerce Bank
Missouri
$1.65M
MCM
248
MAI Capital Management
Ohio
$1.64M
TAF
249
Tredje AP-fonden
Sweden
$1.57M
Janney Montgomery Scott
250
Janney Montgomery Scott
Pennsylvania
$1.57M