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Principal Financial Group

808 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, 279 increasing their positions, 270 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
808
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
QCG
326
Quadrant Capital Group
Ohio
$843K
Verition Fund Management
327
Verition Fund Management
Connecticut
$833K
Bessemer Group
328
Bessemer Group
New Jersey
$824K
SAM
329
Securian Asset Management
Minnesota
$808K
A
330
AlphaQuest
New York
$807K
ECM
331
Everence Capital Management
Indiana
$793K
IG
332
ING Group
Netherlands
$792K
BW
333
Basepoint Wealth
Iowa
$789K
SDIC
334
South Dakota Investment Council
South Dakota
$781K
HAG
335
HighPoint Advisor Group
Illinois
$778K
HIC
336
Holderness Investments Company
North Carolina
$767K
SFA
337
Sequoia Financial Advisors
Ohio
$759K
WA
338
Waverly Advisors
Alabama
$751K
CG
339
Caprock Group
Idaho
$747K
Fifth Third Bancorp
340
Fifth Third Bancorp
Ohio
$746K
JFG
341
Jefferies Financial Group
New York
$746K
Allspring Global Investments
342
Allspring Global Investments
North Carolina
$745K
KWM
343
Kingsview Wealth Management
Oregon
$739K
APWM
344
Argonautica Private Wealth Management
Massachusetts
$726K
AFP
345
Ausdal Financial Partners
Iowa
$724K
VCA
346
Verdence Capital Advisors
Maryland
$723K
ECA
347
Elevated Capital Advisors
Utah
$721K
N
348
Natixis
France
$713K
GC
349
Gilbert & Cook
Iowa
$705K
PIM
350
Plato Investment Management
Australia
$699K