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Principal Financial Group

826 hedge funds and large institutions have $13.3B invested in Principal Financial Group in 2025 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 290 increasing their positions, 272 reducing their positions, and 54 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 funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% more capital invested

Capital invested by funds: $13.2B → $13.3B (+$97.8M)

2.18% less ownership

Funds ownership: 73.89%71.71% (-2.2%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
826
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 +$62.1M
2 +$50.9M
3 +$50.9M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$40.5M
5
Goldman Sachs
Goldman Sachs
New York
+$34.6M

Top Sellers

1 -$315M
2 -$31M
3 -$26.4M
4
Verition Fund Management
Verition Fund Management
Connecticut
-$24.7M
5
UBS AM
UBS AM
Illinois
-$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
301
Farther Finance Advisors
California
$1.09M
KAS
302
Kestra Advisory Services
Texas
$1.09M
SC
303
SummitTX Capital
Texas
$1.06M
SC
304
Savant Capital
Illinois
$1.05M
PIA
305
Pinion Investment Advisors
Kansas
$1.05M
AAP
306
Arax Advisory Partners
Colorado
$1.05M
GIM
307
Glenmede Investment Management
Pennsylvania
$1.02M
BCM
308
Bayesian Capital Management
New York
$1.02M
GIBU
309
Gulf International Bank (UK)
United Kingdom
$1.02M
HT
310
Headlands Technologies
Illinois
$984K
NB
311
Norinchukin Bank
Japan
$965K
MSRPS
312
Maryland State Retirement & Pension System
Maryland
$957K
TFA
313
Transamerica Financial Advisors
Florida
$950K
Jane Street
314
Jane Street
New York
$946K
BAMF
315
BI Asset Management Fondsmaeglerselskab
Denmark
$939K
GLA
316
Great Lakes Advisors
Illinois
$924K
BMSSC
317
B. Metzler seel. Sohn & Co
Germany
$911K
Legacy Financial Group (Iowa)
318
Legacy Financial Group (Iowa)
Iowa
$909K
EOJOAM
319
E. Ohman J:or Asset Management
Sweden
$904K
MCP
320
Martin Capital Partners
Oregon
$897K
WB
321
West Bancorporation
Iowa
$880K
LSERS
322
Louisiana State Employees Retirement System
Louisiana
$879K
CAM
323
Cresset Asset Management
Illinois
$874K
Handelsbanken Fonder
324
Handelsbanken Fonder
Sweden
$874K
Grantham, Mayo, Van Otterloo & Co (GMO)
325
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$871K