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Principal Financial Group

819 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, 284 increasing their positions, 274 reducing their positions, and 55 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: $13.2B → $13.2B (+$75.6M)

2.3% less ownership

Funds ownership: 73.89%71.59% (-2.3%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
819
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
FFM
376
Forum Financial Management
Illinois
$625K
GPW
377
Gentry Private Wealth
Kansas
$616K
TMAM
378
Tokio Marine Asset Management
Japan
$615K
PA
379
Pinnacle Associates
New York
$603K
SC
380
Syon Capital
California
$603K
DA
381
Denali Advisors
California
$599K
MAS
382
Meeder Advisory Services
Ohio
$596K
AC
383
Allstate Corporation
Illinois
$596K
MGP
384
Metis Global Partners
California
$594K
MAG
385
Mokosak Advisory Group
Iowa
$593K
JCM
386
Jacobi Capital Management
Pennsylvania
$590K
ETC
387
Exchange Traded Concepts
Oklahoma
$588K
HI
388
Horizon Investments
North Carolina
$586K
HH
389
Hilltop Holdings
Texas
$582K
LNWWM
390
Laird Norton Wetherby Wealth Management
California
$581K
DZ Bank
391
DZ Bank
Germany
$580K
CAM
392
Carret Asset Management
New York
$576K
JWCA
393
J.W. Cole Advisors
Florida
$574K
VI
394
Vestcor Inc
New Brunswick, Canada
$567K
TSS
395
Two Sigma Securities
New York
$563K
LSA
396
Lion Street Advisors
Texas
$557K
PCG
397
Prosperity Consulting Group
Maryland
$547K
AI
398
Atria Investments
North Carolina
$545K
NMIMC
399
Northwestern Mutual Investment Management Company
Wisconsin
$536K
CPIG
400
Chicago Partners Investment Group
Illinois
$527K