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Principal Financial Group

809 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, 273 reducing their positions, and 98 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: 834809 (-25)

5% less capital invested

Capital invested by funds: $13.9B → $13.1B (-$751M)

16% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 98

Holders
809
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
PA
301
Procyon Advisors
Connecticut
$1.08M
KAS
302
Kestra Advisory Services
Texas
$1.07M
Impax Asset Management Group
303
Impax Asset Management Group
United Kingdom
$1.07M
OIA
304
OneDigital Investment Advisors
Kansas
$1.06M
DADC
305
D.A. Davidson & Co
Montana
$1.05M
PA
306
PSI Advisors
Florida
$1.05M
BMSSC
307
B. Metzler seel. Sohn & Co
Germany
$1.02M
GIBU
308
Gulf International Bank (UK)
United Kingdom
$1.01M
SG Americas Securities
309
SG Americas Securities
New York
$977K
GIM
310
Glenmede Investment Management
Pennsylvania
$956K
PS
311
Principal Securities
Iowa
$954K
NB
312
Norinchukin Bank
Japan
$948K
PIA
313
Pinion Investment Advisors
Kansas
$944K
TFA
314
Transamerica Financial Advisors
Florida
$929K
VF
315
Vest Financial
Virginia
$926K
TAP
316
Tounjian Advisory Partners
Florida
$925K
FFA
317
Farther Finance Advisors
California
$918K
QCG
318
Quadrant Capital Group
Ohio
$897K
SDIC
319
South Dakota Investment Council
South Dakota
$883K
MWM
320
Modern Wealth Management
Kansas
$882K
AG
321
Ascent Group
Virginia
$868K
LSERS
322
Louisiana State Employees Retirement System
Louisiana
$866K
EOJOAM
323
E. Ohman J:or Asset Management
Sweden
$866K
Grantham, Mayo, Van Otterloo & Co (GMO)
324
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$861K
CAM
325
Cresset Asset Management
Illinois
$854K