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Principal Financial Group

810 hedge funds and large institutions have $13.2B invested in Principal Financial Group in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 314 increasing their positions, 274 reducing their positions, and 100 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: 837810 (-27)

5% less capital invested

Capital invested by funds: $13.9B → $13.2B (-$751M)

18% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 100

Holders
810
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 +$83.2M
2 +$50.5M
3 +$50.2M
4
BlackRock
BlackRock
New York
+$47.2M
5
Victory Capital Management
Victory Capital Management
Texas
+$45.1M
Name Holding Trade Value Shares
Change
Change in
Stake
376
$578K
377
$568K
378
$564K
379
$563K
380
$562K
381
$559K
382
$556K
383
$554K
384
$552K
385
$552K
386
$551K
387
$551K
388
$549K
389
$543K
390
$539K
391
$538K
392
$536K
393
$527K
394
$523K
395
$523K
396
$515K
397
$505K
398
$504K
399
$502K
400
$500K