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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
US Bancorp
251
US Bancorp
Minnesota
$1.58M
FG
252
Foster Group
Iowa
$1.58M
Jones Financial Companies
253
Jones Financial Companies
Missouri
$1.54M
DF
254
Donoghue Forlines
Massachusetts
$1.54M
KCM
255
Kerusso Capital Management
North Carolina
$1.54M
OAC
256
OMERS Administration Corp
Ontario, Canada
$1.53M
AV
257
ASR Vermogensbeheer
Netherlands
$1.52M
Public Employees Retirement Association of Colorado
258
Public Employees Retirement Association of Colorado
Colorado
$1.46M
HighTower Advisors
259
HighTower Advisors
Illinois
$1.44M
PS
260
Principal Securities
Iowa
$1.42M
IIM
261
INTECH Investment Management
Florida
$1.41M
SC
262
Savant Capital
Illinois
$1.41M
NICM
263
Neo Ivy Capital Management
New York
$1.4M
CS
264
Candriam SCA
Luxembourg
$1.39M
CGH
265
Crossmark Global Holdings
Texas
$1.39M
Mercer Global Advisors
266
Mercer Global Advisors
Colorado
$1.38M
HT
267
Heritage Trust
Oklahoma
$1.37M
GCA
268
Greenwood Capital Associates
South Carolina
$1.37M
TRSOTSOK
269
Teachers Retirement System of the State of Kentucky
Kentucky
$1.37M
Pacer Advisors
270
Pacer Advisors
Pennsylvania
$1.35M
CL
271
Choreo LLC
Illinois
$1.34M
VIM
272
Vinva Investment Management
Australia
$1.31M
MWA
273
Midland Wealth Advisors
Illinois
$1.3M
CIC
274
Cornercap Investment Counsel
Georgia
$1.29M
CRI
275
Commonwealth Retirement Investments
Virginia
$1.28M