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Principal Financial Group

814 hedge funds and large institutions have $13.2B invested in Principal Financial Group in 2025 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 282 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1% more capital invested

Capital invested by funds: $13.1B → $13.2B (+$82M)

2.26% less ownership

Funds ownership: 73.84%71.57% (-2.3%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
814
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
PIA
301
Pinion Investment Advisors
Kansas
$1.05M
AAP
302
Arax Advisory Partners
Colorado
$1.05M
GIM
303
Glenmede Investment Management
Pennsylvania
$1.02M
BCM
304
Bayesian Capital Management
New York
$1.02M
GIBU
305
Gulf International Bank (UK)
United Kingdom
$1.02M
HT
306
Headlands Technologies
Illinois
$984K
NB
307
Norinchukin Bank
Japan
$965K
MSRPS
308
Maryland State Retirement & Pension System
Maryland
$957K
TFA
309
Transamerica Financial Advisors
Florida
$950K
Jane Street
310
Jane Street
New York
$946K
CAM
311
Cresset Asset Management
Illinois
$946K
BAMF
312
BI Asset Management Fondsmaeglerselskab
Denmark
$939K
GLA
313
Great Lakes Advisors
Illinois
$924K
BMSSC
314
B. Metzler seel. Sohn & Co
Germany
$911K
EOJOAM
315
E. Ohman J:or Asset Management
Sweden
$904K
MCP
316
Martin Capital Partners
Oregon
$897K
WB
317
West Bancorporation
Iowa
$880K
LSERS
318
Louisiana State Employees Retirement System
Louisiana
$879K
Handelsbanken Fonder
319
Handelsbanken Fonder
Sweden
$874K
Grantham, Mayo, Van Otterloo & Co (GMO)
320
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$871K
IMCOOI
321
Investment Management Corp of Ontario (IMCO)
Canada
$865K
NA
322
NewEdge Advisors
Louisiana
$864K
OC
323
Oppenheimer & Co
New York
$863K
AG
324
Ascent Group
Virginia
$857K
EF
325
Empowered Funds
Pennsylvania
$857K