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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
PA
376
Pinnacle Associates
New York
$603K
SC
377
Syon Capital
California
$603K
DA
378
Denali Advisors
California
$599K
MAS
379
Meeder Advisory Services
Ohio
$596K
AC
380
Allstate Corporation
Illinois
$596K
MGP
381
Metis Global Partners
California
$594K
MAG
382
Mokosak Advisory Group
Iowa
$593K
JCM
383
Jacobi Capital Management
Pennsylvania
$590K
ETC
384
Exchange Traded Concepts
Oklahoma
$588K
HI
385
Horizon Investments
North Carolina
$586K
HH
386
Hilltop Holdings
Texas
$582K
LNWWM
387
Laird Norton Wetherby Wealth Management
California
$581K
DZ Bank
388
DZ Bank
Germany
$580K
CAM
389
Carret Asset Management
New York
$576K
JWCA
390
J.W. Cole Advisors
Florida
$574K
VI
391
Vestcor Inc
New Brunswick, Canada
$567K
TSS
392
Two Sigma Securities
New York
$563K
LSA
393
Lion Street Advisors
Texas
$557K
PCG
394
Prosperity Consulting Group
Maryland
$547K
AI
395
Atria Investments
North Carolina
$545K
NMIMC
396
Northwestern Mutual Investment Management Company
Wisconsin
$536K
CPIG
397
Chicago Partners Investment Group
Illinois
$527K
OWP
398
Obermeyer Wealth Partners
Colorado
$526K
HNB
399
Hilltop National Bank
Wyoming
$522K
RFC
400
Regions Financial Corp
Alabama
$520K