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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
HIMCH
276
Hartford Investment Management Co (HIMCO)
Connecticut
$1.23M
CAU
277
Caxton Associates (UK)
$1.21M
AF
278
Avanza Fonder
Sweden
$1.19M
MSU
279
Mizuho Securities USA
New York
$1.19M
PA
280
Procyon Advisors
Connecticut
$1.17M
MA
281
Montag & Associates
Georgia
$1.17M
KRS
282
Kentucky Retirement Systems
Kentucky
$1.16M
Stifel Financial
283
Stifel Financial
Missouri
$1.15M
STA
284
Summit Trail Advisors
New York
$1.15M
MWM
285
Modern Wealth Management
Kansas
$1.15M
KPWS
286
Kestra Private Wealth Services
Texas
$1.14M
SCM
287
Sterling Capital Management
North Carolina
$1.14M
DADC
288
D.A. Davidson & Co
Montana
$1.14M
VF
289
Vest Financial
Virginia
$1.13M
Neuberger Berman Group
290
Neuberger Berman Group
New York
$1.12M
GAM
291
Generali Asset Management
Italy
$1.12M
Impax Asset Management Group
292
Impax Asset Management Group
United Kingdom
$1.12M
GC
293
Guggenheim Capital
Illinois
$1.11M
PA
294
PSI Advisors
Florida
$1.09M
OIA
295
OneDigital Investment Advisors
Kansas
$1.09M
FFA
296
Farther Finance Advisors
California
$1.09M
KAS
297
Kestra Advisory Services
Texas
$1.09M
SC
298
SummitTX Capital
Texas
$1.06M
PIA
299
Pinion Investment Advisors
Kansas
$1.05M
AAP
300
Arax Advisory Partners
Colorado
$1.05M