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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
TAP
326
Tounjian Advisory Partners
Florida
$855K
PEA
327
Park Edge Advisors
Ohio
$849K
QCG
328
Quadrant Capital Group
Ohio
$843K
Verition Fund Management
329
Verition Fund Management
Connecticut
$833K
Bessemer Group
330
Bessemer Group
New Jersey
$824K
SAM
331
Securian Asset Management
Minnesota
$808K
A
332
AlphaQuest
New York
$807K
ECM
333
Everence Capital Management
Indiana
$793K
IG
334
ING Group
Netherlands
$792K
BW
335
Basepoint Wealth
Iowa
$789K
SDIC
336
South Dakota Investment Council
South Dakota
$781K
HAG
337
HighPoint Advisor Group
Illinois
$778K
HIC
338
Holderness Investments Company
North Carolina
$767K
SFA
339
Sequoia Financial Advisors
Ohio
$759K
WA
340
Waverly Advisors
Alabama
$751K
CG
341
Caprock Group
Idaho
$747K
Fifth Third Bancorp
342
Fifth Third Bancorp
Ohio
$746K
JFG
343
Jefferies Financial Group
New York
$746K
Allspring Global Investments
344
Allspring Global Investments
North Carolina
$745K
KWM
345
Kingsview Wealth Management
Oregon
$739K
APWM
346
Argonautica Private Wealth Management
Massachusetts
$726K
AFP
347
Ausdal Financial Partners
Iowa
$724K
VCA
348
Verdence Capital Advisors
Maryland
$723K
ECA
349
Elevated Capital Advisors
Utah
$721K
N
350
Natixis
France
$713K