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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
Jones Financial Companies
251
Jones Financial Companies
Missouri
$1.54M
DF
252
Donoghue Forlines
Massachusetts
$1.54M
KCM
253
Kerusso Capital Management
North Carolina
$1.54M
OAC
254
OMERS Administration Corp
Ontario, Canada
$1.53M
AV
255
ASR Vermogensbeheer
Netherlands
$1.52M
Public Employees Retirement Association of Colorado
256
Public Employees Retirement Association of Colorado
Colorado
$1.46M
HighTower Advisors
257
HighTower Advisors
Illinois
$1.44M
PS
258
Principal Securities
Iowa
$1.42M
IIM
259
INTECH Investment Management
Florida
$1.41M
SC
260
Savant Capital
Illinois
$1.41M
NICM
261
Neo Ivy Capital Management
New York
$1.4M
CS
262
Candriam SCA
Luxembourg
$1.39M
CGH
263
Crossmark Global Holdings
Texas
$1.39M
Mercer Global Advisors
264
Mercer Global Advisors
Colorado
$1.38M
HT
265
Heritage Trust
Oklahoma
$1.37M
GCA
266
Greenwood Capital Associates
South Carolina
$1.37M
TRSOTSOK
267
Teachers Retirement System of the State of Kentucky
Kentucky
$1.37M
Pacer Advisors
268
Pacer Advisors
Pennsylvania
$1.35M
CL
269
Choreo LLC
Illinois
$1.34M
VIM
270
Vinva Investment Management
Australia
$1.31M
MWA
271
Midland Wealth Advisors
Illinois
$1.3M
CIC
272
Cornercap Investment Counsel
Georgia
$1.29M
CRI
273
Commonwealth Retirement Investments
Virginia
$1.28M
TI
274
Tidal Investments
Wisconsin
$1.26M
Schroder Investment Management Group
275
Schroder Investment Management Group
United Kingdom
$1.26M