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Principal Financial Group

807 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, 314 increasing their positions, 272 reducing their positions, and 97 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: 833807 (-26)

5% less capital invested

Capital invested by funds: $13.8B → $13.1B (-$749M)

15% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 97

Holders
807
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 +$86.1M
2 +$52.7M
3 +$52.2M
4
BlackRock
BlackRock
New York
+$48.9M
5
Victory Capital Management
Victory Capital Management
Texas
+$46.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GPW
376
Gentry Private Wealth
Kansas
$564K
MAG
377
Mokosak Advisory Group
Iowa
$563K
LNWWM
378
Laird Norton Wetherby Wealth Management
California
$562K
EAM
379
Erste Asset Management
Austria
$559K
DZ Bank
380
DZ Bank
Germany
$556K
GC
381
Guggenheim Capital
Illinois
$554K
CAM
382
Carret Asset Management
New York
$552K
JCM
383
Jacobi Capital Management
Pennsylvania
$552K
SC
384
Syon Capital
California
$551K
FFM
385
Forum Financial Management
Illinois
$551K
A
386
Argentarii
Ohio
$549K
VI
387
Vestcor Inc
New Brunswick, Canada
$543K
HH
388
Hilltop Holdings
Texas
$539K
M&T Bank
389
M&T Bank
New York
$538K
LSA
390
Lion Street Advisors
Texas
$536K
JWCA
391
J.W. Cole Advisors
Florida
$527K
PCG
392
Prosperity Consulting Group
Maryland
$523K
NMIMC
393
Northwestern Mutual Investment Management Company
Wisconsin
$523K
Vontobel Holding
394
Vontobel Holding
Switzerland
$515K
GT
395
Greenleaf Trust
Michigan
$505K
OWP
396
Obermeyer Wealth Partners
Colorado
$504K
UCFA
397
United Capital Financial Advisors
Texas
$502K
HNB
398
Hilltop National Bank
Wyoming
$500K
RFC
399
Regions Financial Corp
Alabama
$500K
VVP
400
Venture Visionary Partners
Ohio
$495K