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