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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
TI
276
Tidal Investments
Wisconsin
$1.26M
Schroder Investment Management Group
277
Schroder Investment Management Group
United Kingdom
$1.26M
HIMCH
278
Hartford Investment Management Co (HIMCO)
Connecticut
$1.23M
CAU
279
Caxton Associates (UK)
$1.21M
AF
280
Avanza Fonder
Sweden
$1.19M
MSU
281
Mizuho Securities USA
New York
$1.19M
PA
282
Procyon Advisors
Connecticut
$1.17M
MA
283
Montag & Associates
Georgia
$1.17M
KRS
284
Kentucky Retirement Systems
Kentucky
$1.16M
Stifel Financial
285
Stifel Financial
Missouri
$1.15M
STA
286
Summit Trail Advisors
New York
$1.15M
MWM
287
Modern Wealth Management
Kansas
$1.15M
KPWS
288
Kestra Private Wealth Services
Texas
$1.14M
SCM
289
Sterling Capital Management
North Carolina
$1.14M
DADC
290
D.A. Davidson & Co
Montana
$1.14M
VF
291
Vest Financial
Virginia
$1.13M
Neuberger Berman Group
292
Neuberger Berman Group
New York
$1.12M
GAM
293
Generali Asset Management
Italy
$1.12M
Impax Asset Management Group
294
Impax Asset Management Group
United Kingdom
$1.12M
GC
295
Guggenheim Capital
Illinois
$1.11M
PA
296
PSI Advisors
Florida
$1.09M
OIA
297
OneDigital Investment Advisors
Kansas
$1.09M
FFA
298
Farther Finance Advisors
California
$1.09M
KAS
299
Kestra Advisory Services
Texas
$1.09M
SC
300
SummitTX Capital
Texas
$1.06M