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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
IMCOOI
326
Investment Management Corp of Ontario (IMCO)
Canada
$865K
NA
327
NewEdge Advisors
Louisiana
$864K
OC
328
Oppenheimer & Co
New York
$863K
AG
329
Ascent Group
Virginia
$857K
EF
330
Empowered Funds
Pennsylvania
$857K
TAP
331
Tounjian Advisory Partners
Florida
$855K
PEA
332
Park Edge Advisors
Ohio
$849K
QCG
333
Quadrant Capital Group
Ohio
$843K
Verition Fund Management
334
Verition Fund Management
Connecticut
$833K
Bessemer Group
335
Bessemer Group
New Jersey
$824K
SAM
336
Securian Asset Management
Minnesota
$808K
A
337
AlphaQuest
New York
$807K
ECM
338
Everence Capital Management
Indiana
$793K
IG
339
ING Group
Netherlands
$792K
BW
340
Basepoint Wealth
Iowa
$789K
SDIC
341
South Dakota Investment Council
South Dakota
$781K
HAG
342
HighPoint Advisor Group
Illinois
$778K
NMERB
343
New Mexico Educational Retirement Board
New Mexico
$776K
HIC
344
Holderness Investments Company
North Carolina
$767K
SFA
345
Sequoia Financial Advisors
Ohio
$759K
WA
346
Waverly Advisors
Alabama
$751K
CG
347
Caprock Group
Idaho
$747K
Fifth Third Bancorp
348
Fifth Third Bancorp
Ohio
$746K
JFG
349
Jefferies Financial Group
New York
$746K
Allspring Global Investments
350
Allspring Global Investments
North Carolina
$745K