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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
EF
276
Empowered Funds
Pennsylvania
$1.28M
TI
277
Tidal Investments
Wisconsin
$1.25M
CIC
278
Cornercap Investment Counsel
Georgia
$1.25M
MWA
279
Midland Wealth Advisors
Illinois
$1.24M
CAU
280
Caxton Associates (UK)
$1.24M
GAM
281
Generali Asset Management
Italy
$1.23M
NRD
282
Nebula Research & Development
New York
$1.22M
HIMCH
283
Hartford Investment Management Co (HIMCO)
Connecticut
$1.22M
Schroder Investment Management Group
284
Schroder Investment Management Group
United Kingdom
$1.21M
Carson Wealth (CWM LLC)
285
Carson Wealth (CWM LLC)
Nebraska
$1.21M
SCM
286
Sterling Capital Management
North Carolina
$1.17M
KRS
287
Kentucky Retirement Systems
Kentucky
$1.15M
VIM
288
Vinva Investment Management
Australia
$1.15M
DA
289
Denali Advisors
California
$1.15M
AF
290
Avanza Fonder
Sweden
$1.14M
PI
291
PineBridge Investments
New York
$1.14M
MSU
292
Mizuho Securities USA
New York
$1.13M
TPSF
293
Texas Permanent School Fund
Texas
$1.12M
MA
294
Montag & Associates
Georgia
$1.12M
CRI
295
Commonwealth Retirement Investments
Virginia
$1.11M
OC
296
Oppenheimer & Co
New York
$1.1M
LAM
297
LECAP Asset Management
United Kingdom
$1.1M
KPWS
298
Kestra Private Wealth Services
Texas
$1.09M
CGH
299
Crossmark Global Holdings
Texas
$1.08M
PA
300
Procyon Advisors
Connecticut
$1.08M