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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 %
CIM
401
Contravisory Investment Management
Massachusetts
$491K -$1.83K -23 -0.4%
KRSITF
402
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$490K -$34K -428 -6%
PAM
403
Palisade Asset Management
Minnesota
$486K -$83.1K -1,046 -15%
CIA
404
Capital Investment Advisors
Georgia
$486K -$9.29K -117 -2%
SVWAG
405
Sound View Wealth Advisors Group
Georgia
$483K -$1.39M -17,486 -74%
Kovitz Investment Group Partners
406
Kovitz Investment Group Partners
Illinois
$471K -$39.2K -493 -8%
IA
407
Integrity Alliance
Iowa
$466K +$23.6K +297 +5%
ISB
408
Iowa State Bank
Iowa
$458K -$20.7K -261 -4%
CCM
409
Coldstream Capital Management
Washington
$458K -$37.9K -477 -8%
CPIG
410
Chicago Partners Investment Group
Illinois
$449K +$11.1K +137 +3%
PIM
411
Plato Investment Management
Australia
$449K +$237 +3 +0.1%
VI
412
Versor Investments
New York
$442K -$916K -11,535 -67%
IMCOOI
413
Investment Management Corp of Ontario (IMCO)
Canada
$438K -$71.5K -900 -14%
GI
414
GAMMA Investing
California
$432K -$18.3K -230 -4%
IWM
415
IHT Wealth Management
Illinois
$431K +$14.1K +178 +3%
MML Investors Services
416
MML Investors Services
Massachusetts
$429K -$2.14K -27 -0.5%
AWM
417
Apollon Wealth Management
South Carolina
$429K -$25.9K -326 -6%
AW
418
Alteri Wealth
California
$426K +$88.6K +1,115 +26%
MAS
419
Meeder Advisory Services
Ohio
$426K -$45.8K -577 -10%
BBA
420
Baader Bank Aktiengesellschaft
Germany
$425K +$215K +2,708 +102%
CAMG
421
CWA Asset Management Group
Florida
$424K -$5.56K -70 -1%
Lido Advisors
422
Lido Advisors
California
$419K +$38K +478 +10%
PPWP
423
Premier Path Wealth Partners
New Jersey
$414K -$14.5K -182 -3%
BAM
424
Belpointe Asset Management
Nevada
$414K +$38.4K +483 +10%
BMC
425
Benin Management Corp
Connecticut
$413K