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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
AC
376
Allstate Corporation
Illinois
$596K
MGP
377
Metis Global Partners
California
$594K
MAG
378
Mokosak Advisory Group
Iowa
$593K
JCM
379
Jacobi Capital Management
Pennsylvania
$590K
ETC
380
Exchange Traded Concepts
Oklahoma
$588K
HI
381
Horizon Investments
North Carolina
$586K
HH
382
Hilltop Holdings
Texas
$582K
LNWWM
383
Laird Norton Wetherby Wealth Management
California
$581K
DZ Bank
384
DZ Bank
Germany
$580K
CAM
385
Carret Asset Management
New York
$576K
JWCA
386
J.W. Cole Advisors
Florida
$574K
VI
387
Vestcor Inc
New Brunswick, Canada
$567K
TSS
388
Two Sigma Securities
New York
$563K
LSA
389
Lion Street Advisors
Texas
$557K
PCG
390
Prosperity Consulting Group
Maryland
$547K
AI
391
Atria Investments
North Carolina
$545K
NMIMC
392
Northwestern Mutual Investment Management Company
Wisconsin
$536K
CPIG
393
Chicago Partners Investment Group
Illinois
$527K
OWP
394
Obermeyer Wealth Partners
Colorado
$526K
HNB
395
Hilltop National Bank
Wyoming
$522K
RFC
396
Regions Financial Corp
Alabama
$520K
BBVA
397
Banco Bilbao Vizcaya Argentaria
Spain
$520K
GT
398
Greenleaf Trust
Michigan
$518K
JF
399
Jump Financial
Illinois
$517K
VVP
400
Venture Visionary Partners
Ohio
$516K