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Principal Financial Group

814 hedge funds and large institutions have $13.2B invested in Principal Financial Group in 2025 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 282 increasing their positions, 272 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1% more capital invested

Capital invested by funds: $13.1B → $13.2B (+$82M)

2.26% less ownership

Funds ownership: 73.84%71.57% (-2.3%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
814
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
OAM
226
Ostrum Asset Management
France
$2.11M
HWM
227
Hohimer Wealth Management
Washington
$2.08M
FAF
228
Fjarde Ap-fonden
Sweden
$2.07M
SMDAM
229
Sumitomo Mitsui DS Asset Management
Japan
$2.07M
SQA
230
Simon Quick Advisors
New Jersey
$2.03M
ACM
231
Aquatic Capital Management
Illinois
$2.01M
GA
232
GoalVest Advisory
New York
$2.01M
OPERF
233
Oregon Public Employees Retirement Fund
Oregon
$1.92M
Federated Hermes
234
Federated Hermes
Pennsylvania
$1.89M
XT
235
XTX Topco
Cayman Islands
$1.89M
Carson Wealth (CWM LLC)
236
Carson Wealth (CWM LLC)
Nebraska
$1.88M
MCM
237
MAI Capital Management
Ohio
$1.84M
BP
238
BBR Partners
New York
$1.83M
MOACM
239
Mutual of America Capital Management
New York
$1.82M
SOADOR
240
State of Alaska Department of Revenue
Alaska
$1.81M
GAM
241
Groupama Asset Management
France
$1.79M
Janney Montgomery Scott
242
Janney Montgomery Scott
Pennsylvania
$1.74M
WCBA
243
Weaver C. Barksdale & Associates
Tennessee
$1.72M
Thrivent Financial for Lutherans
244
Thrivent Financial for Lutherans
Minnesota
$1.71M
VSQM
245
V-Square Quantitative Management
Illinois
$1.69M
Capital Fund Management (CFM)
246
Capital Fund Management (CFM)
France
$1.69M
CB
247
Commerce Bank
Missouri
$1.67M
LAM
248
LECAP Asset Management
United Kingdom
$1.62M
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$1.61M
Rockefeller Capital Management
250
Rockefeller Capital Management
New York
$1.58M