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Principal Financial Group

807 hedge funds and large institutions have $13.1B invested in Principal Financial Group in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 314 increasing their positions, 272 reducing their positions, and 97 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: 833807 (-26)

5% less capital invested

Capital invested by funds: $13.8B → $13.1B (-$749M)

15% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 97

Holders
807
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 +$86.1M
2 +$52.7M
3 +$52.2M
4
BlackRock
BlackRock
New York
+$48.9M
5
Victory Capital Management
Victory Capital Management
Texas
+$46.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Legacy Financial Group (Iowa)
326
Legacy Financial Group (Iowa)
Iowa
$851K
WB
327
West Bancorporation
Iowa
$843K
MSRPS
328
Maryland State Retirement & Pension System
Maryland
$843K
Handelsbanken Fonder
329
Handelsbanken Fonder
Sweden
$823K
MCP
330
Martin Capital Partners
Oregon
$816K
PEA
331
Park Edge Advisors
Ohio
$813K
EWA
332
EP Wealth Advisors
California
$812K
IG
333
ING Group
Netherlands
$797K
ECA
334
Elevated Capital Advisors
Utah
$791K
NMERB
335
New Mexico Educational Retirement Board
New Mexico
$783K
SS
336
Sunbelt Securities
Texas
$765K
AFP
337
Ausdal Financial Partners
Iowa
$764K
QCM
338
QRG Capital Management
Illinois
$762K
Fifth Third Bancorp
339
Fifth Third Bancorp
Ohio
$757K
BWL
340
Basepoint Wealth LLC
Iowa
$751K
Allspring Global Investments
341
Allspring Global Investments
North Carolina
$749K
BAMF
342
BI Asset Management Fondsmaeglerselskab
Denmark
$741K
HIC
343
Holderness Investments Company
North Carolina
$735K
SFA
344
Sequoia Financial Advisors
Ohio
$733K
HAG
345
HighPoint Advisor Group
Illinois
$732K
IC
346
IEQ Capital
California
$720K
AAS
347
Avantax Advisory Services
Texas
$712K
APWM
348
Argonautica Private Wealth Management
Massachusetts
$701K
WA
349
Waverly Advisors
Alabama
$698K
Bessemer Group
350
Bessemer Group
New Jersey
$696K