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Principal Financial Group

819 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, 284 increasing their positions, 274 reducing their positions, and 55 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: $13.2B → $13.2B (+$75.6M)

2.3% less ownership

Funds ownership: 73.89%71.59% (-2.3%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
819
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
CRI
276
Commonwealth Retirement Investments
Virginia
$1.28M
TI
277
Tidal Investments
Wisconsin
$1.26M
Schroder Investment Management Group
278
Schroder Investment Management Group
United Kingdom
$1.26M
HIMCH
279
Hartford Investment Management Co (HIMCO)
Connecticut
$1.23M
CAU
280
Caxton Associates (UK)
$1.21M
AF
281
Avanza Fonder
Sweden
$1.19M
MSU
282
Mizuho Securities USA
New York
$1.19M
PA
283
Procyon Advisors
Connecticut
$1.17M
MA
284
Montag & Associates
Georgia
$1.17M
KRS
285
Kentucky Retirement Systems
Kentucky
$1.16M
Stifel Financial
286
Stifel Financial
Missouri
$1.15M
STA
287
Summit Trail Advisors
New York
$1.15M
MWM
288
Modern Wealth Management
Kansas
$1.15M
KPWS
289
Kestra Private Wealth Services
Texas
$1.14M
SCM
290
Sterling Capital Management
North Carolina
$1.14M
DADC
291
D.A. Davidson & Co
Montana
$1.14M
VF
292
Vest Financial
Virginia
$1.13M
Neuberger Berman Group
293
Neuberger Berman Group
New York
$1.12M
GAM
294
Generali Asset Management
Italy
$1.12M
Impax Asset Management Group
295
Impax Asset Management Group
United Kingdom
$1.12M
GC
296
Guggenheim Capital
Illinois
$1.11M
PA
297
PSI Advisors
Florida
$1.09M
OIA
298
OneDigital Investment Advisors
Kansas
$1.09M
FFA
299
Farther Finance Advisors
California
$1.09M
KAS
300
Kestra Advisory Services
Texas
$1.09M