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Principal Financial Group

811 hedge funds and large institutions have $13.2B invested in Principal Financial Group in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 314 increasing their positions, 275 reducing their positions, and 100 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: 838811 (-27)

5% less capital invested

Capital invested by funds: $13.9B → $13.2B (-$751M)

18% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 100

Holders
811
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 +$83.2M
2 +$50.5M
3 +$50.2M
4
BlackRock
BlackRock
New York
+$47.2M
5
Victory Capital Management
Victory Capital Management
Texas
+$45.1M
Name Holding Trade Value Shares
Change
Change in
Stake
301
$1.08M
302
$1.08M
303
$1.07M
304
$1.07M
305
$1.06M
306
$1.05M
307
$1.05M
308
$1.02M
309
$1.01M
310
$982K
311
$977K
312
$956K
313
$954K
314
$948K
315
$944K
316
$929K
317
$926K
318
$925K
319
$918K
320
$897K
321
$883K
322
$882K
323
$868K
324
$866K
325
$866K