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Principal Financial Group

819 hedge funds and large institutions have $13.2B invested in Principal Financial Group in 2025 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 284 increasing their positions, 274 reducing their positions, and 55 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: $13.2B → $13.2B (+$75.6M)

2.3% less ownership

Funds ownership: 73.89%71.59% (-2.3%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
819
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
SC
301
SummitTX Capital
Texas
$1.06M
PIA
302
Pinion Investment Advisors
Kansas
$1.05M
AAP
303
Arax Advisory Partners
Colorado
$1.05M
GIM
304
Glenmede Investment Management
Pennsylvania
$1.02M
BCM
305
Bayesian Capital Management
New York
$1.02M
GIBU
306
Gulf International Bank (UK)
United Kingdom
$1.02M
HT
307
Headlands Technologies
Illinois
$984K
NB
308
Norinchukin Bank
Japan
$965K
MSRPS
309
Maryland State Retirement & Pension System
Maryland
$957K
TFA
310
Transamerica Financial Advisors
Florida
$950K
Jane Street
311
Jane Street
New York
$946K
CAM
312
Cresset Asset Management
Illinois
$946K
BAMF
313
BI Asset Management Fondsmaeglerselskab
Denmark
$939K
GLA
314
Great Lakes Advisors
Illinois
$924K
BMSSC
315
B. Metzler seel. Sohn & Co
Germany
$911K
Legacy Financial Group (Iowa)
316
Legacy Financial Group (Iowa)
Iowa
$909K
EOJOAM
317
E. Ohman J:or Asset Management
Sweden
$904K
MCP
318
Martin Capital Partners
Oregon
$897K
WB
319
West Bancorporation
Iowa
$880K
LSERS
320
Louisiana State Employees Retirement System
Louisiana
$879K
Handelsbanken Fonder
321
Handelsbanken Fonder
Sweden
$874K
Grantham, Mayo, Van Otterloo & Co (GMO)
322
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$871K
IMCOOI
323
Investment Management Corp of Ontario (IMCO)
Canada
$865K
NA
324
NewEdge Advisors
Louisiana
$864K
OC
325
Oppenheimer & Co
New York
$863K