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Principal Financial Group

826 hedge funds and large institutions have $13.3B invested in Principal Financial Group in 2025 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 290 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 funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% more capital invested

Capital invested by funds: $13.2B → $13.3B (+$97.8M)

2.18% less ownership

Funds ownership: 73.89%71.71% (-2.2%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
826
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 +$62.1M
2 +$50.9M
3 +$50.9M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$40.5M
5
Goldman Sachs
Goldman Sachs
New York
+$34.6M

Top Sellers

1 -$315M
2 -$31M
3 -$26.4M
4
Verition Fund Management
Verition Fund Management
Connecticut
-$24.7M
5
UBS AM
UBS AM
Illinois
-$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
276
Midland Wealth Advisors
Illinois
$1.3M
CIC
277
Cornercap Investment Counsel
Georgia
$1.29M
CRI
278
Commonwealth Retirement Investments
Virginia
$1.28M
TI
279
Tidal Investments
Wisconsin
$1.26M
Schroder Investment Management Group
280
Schroder Investment Management Group
United Kingdom
$1.26M
HIMCH
281
Hartford Investment Management Co (HIMCO)
Connecticut
$1.23M
CAU
282
Caxton Associates (UK)
$1.21M
AF
283
Avanza Fonder
Sweden
$1.19M
MSU
284
Mizuho Securities USA
New York
$1.19M
PA
285
Procyon Advisors
Connecticut
$1.17M
MA
286
Montag & Associates
Georgia
$1.17M
KRS
287
Kentucky Retirement Systems
Kentucky
$1.16M
Stifel Financial
288
Stifel Financial
Missouri
$1.15M
STA
289
Summit Trail Advisors
New York
$1.15M
MWM
290
Modern Wealth Management
Kansas
$1.15M
KPWS
291
Kestra Private Wealth Services
Texas
$1.14M
SCM
292
Sterling Capital Management
North Carolina
$1.14M
DADC
293
D.A. Davidson & Co
Montana
$1.14M
VF
294
Vest Financial
Virginia
$1.13M
Neuberger Berman Group
295
Neuberger Berman Group
New York
$1.12M
GAM
296
Generali Asset Management
Italy
$1.12M
Impax Asset Management Group
297
Impax Asset Management Group
United Kingdom
$1.12M
GC
298
Guggenheim Capital
Illinois
$1.11M
PA
299
PSI Advisors
Florida
$1.09M
OIA
300
OneDigital Investment Advisors
Kansas
$1.09M