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Principal Financial Group

800 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, 313 increasing their positions, 268 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
800
Holders Change
-31
Holders Change %
-3.73%
% of All Funds
10.73%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
82
Increased
313
Reduced
268
Closed
97
Calls
$11.4M
Puts
$8.31M
Net Calls
+$3.14M
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Shares
Change %
LNWWM
376
Laird Norton Wetherby Wealth Management
California
$562K +$562K +7,072 New
EAM
377
Erste Asset Management
Austria
$559K +$211K +2,665 +61%
DZ Bank
378
DZ Bank
Germany
$556K
GC
379
Guggenheim Capital
Illinois
$554K -$20.8K -262 -4%
CAM
380
Carret Asset Management
New York
$552K -$5.96K -75 -1%
JCM
381
Jacobi Capital Management
Pennsylvania
$552K +$53.3K +671 +11%
SC
382
Syon Capital
California
$551K -$27.8K -350 -5%
FFM
383
Forum Financial Management
Illinois
$551K +$38.6K +486 +8%
A
384
Argentarii
Ohio
$549K -$98.5K -1,240 -15%
VI
385
Vestcor Inc
New Brunswick, Canada
$543K +$173K +2,173 +47%
HH
386
Hilltop Holdings
Texas
$539K +$12.5K +157 +2%
M&T Bank
387
M&T Bank
New York
$538K -$45.4K -572 -8%
LSA
388
Lion Street Advisors
Texas
$536K -$104K -1,309 -16%
JWCA
389
J.W. Cole Advisors
Florida
$527K +$39.1K +492 +8%
PCG
390
Prosperity Consulting Group
Maryland
$523K -$26.1K -329 -5%
NMIMC
391
Northwestern Mutual Investment Management Company
Wisconsin
$523K -$8.98K -113 -2%
Vontobel Holding
392
Vontobel Holding
Switzerland
$515K +$29.9K +377 +6%
GT
393
Greenleaf Trust
Michigan
$505K -$107K -1,344 -17%
OWP
394
Obermeyer Wealth Partners
Colorado
$504K -$14.5K -183 -3%
UCFA
395
United Capital Financial Advisors
Texas
$502K -$33K -416 -6%
HNB
396
Hilltop National Bank
Wyoming
$500K +$500K +6,299 New
RFC
397
Regions Financial Corp
Alabama
$500K +$2.78K +35 +0.6%
VVP
398
Venture Visionary Partners
Ohio
$495K -$953 -12 -0.2%
PCIA
399
Prime Capital Investment Advisors
Kansas
$492K -$147K -1,849 -23%
RBC
400
Romano Brothers & Co
Illinois
$491K -$23.8K -300 -5%