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Principal Financial Group

810 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, 274 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: 837810 (-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
810
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
$1.07M
303
$1.07M
304
$1.06M
305
$1.05M
306
$1.05M
307
$1.02M
308
$1.01M
309
$982K
310
$977K
311
$956K
312
$954K
313
$948K
314
$944K
315
$929K
316
$926K
317
$925K
318
$918K
319
$897K
320
$883K
321
$882K
322
$868K
323
$866K
324
$866K
325
$861K