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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
Janney Montgomery Scott
251
Janney Montgomery Scott
Pennsylvania
$1.57M
KCM
252
Kerusso Capital Management
North Carolina
$1.56M
DF
253
Donoghue Forlines
Massachusetts
$1.53M
ACM
254
Aquatic Capital Management
Illinois
$1.52M
Northwestern Mutual Wealth Management
255
Northwestern Mutual Wealth Management
Wisconsin
$1.51M
CS
256
Candriam SCA
Luxembourg
$1.51M
IIM
257
INTECH Investment Management
Florida
$1.51M
FG
258
Foster Group
Iowa
$1.51M
VSQM
259
V-Square Quantitative Management
Illinois
$1.49M
Nordea Investment Management
260
Nordea Investment Management
Sweden
$1.49M
Capital Fund Management (CFM)
261
Capital Fund Management (CFM)
France
$1.49M
OAC
262
OMERS Administration Corp
Ontario, Canada
$1.46M
CC
263
Centiva Capital
New York
$1.46M
AV
264
ASR Vermogensbeheer
Netherlands
$1.45M
OPERF
265
Oregon Public Employees Retirement Fund
Oregon
$1.41M
Jones Financial Companies
266
Jones Financial Companies
Missouri
$1.41M
Public Employees Retirement Association of Colorado
267
Public Employees Retirement Association of Colorado
Colorado
$1.4M
CL
268
Choreo LLC
Illinois
$1.4M
NIM
269
NEOS Investment Management
Connecticut
$1.36M
Pacer Advisors
270
Pacer Advisors
Pennsylvania
$1.35M
HighTower Advisors
271
HighTower Advisors
Illinois
$1.35M
GCA
272
Greenwood Capital Associates
South Carolina
$1.35M
TRSOTSOK
273
Teachers Retirement System of the State of Kentucky
Kentucky
$1.31M
Mercer Global Advisors
274
Mercer Global Advisors
Colorado
$1.3M
SC
275
Savant Capital
Illinois
$1.3M