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Principal Financial Group

809 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, 273 reducing their positions, and 98 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: 834809 (-25)

5% less capital invested

Capital invested by funds: $13.9B → $13.1B (-$751M)

16% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 98

Holders
809
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
VVP
401
Venture Visionary Partners
Ohio
$495K
PCIA
402
Prime Capital Investment Advisors
Kansas
$492K
RBC
403
Romano Brothers & Co
Illinois
$491K
CIM
404
Contravisory Investment Management
Massachusetts
$491K
KRSITF
405
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$490K
PAM
406
Palisade Asset Management
Minnesota
$486K
CIA
407
Capital Investment Advisors
Georgia
$486K
SVWAG
408
Sound View Wealth Advisors Group
Georgia
$483K
Kovitz Investment Group Partners
409
Kovitz Investment Group Partners
Illinois
$471K
IA
410
Integrity Alliance
Iowa
$466K
ISB
411
Iowa State Bank
Iowa
$458K
CCM
412
Coldstream Capital Management
Washington
$458K
CPIG
413
Chicago Partners Investment Group
Illinois
$449K
PIM
414
Plato Investment Management
Australia
$449K
VI
415
Versor Investments
New York
$442K
IMCOOI
416
Investment Management Corp of Ontario (IMCO)
Canada
$438K
GI
417
GAMMA Investing
California
$432K
IWM
418
IHT Wealth Management
Illinois
$431K
MML Investors Services
419
MML Investors Services
Massachusetts
$429K
AWM
420
Apollon Wealth Management
South Carolina
$429K
AW
421
Alteri Wealth
California
$426K
MAS
422
Meeder Advisory Services
Ohio
$426K
BBA
423
Baader Bank Aktiengesellschaft
Germany
$425K
CAMG
424
CWA Asset Management Group
Florida
$424K
Lido Advisors
425
Lido Advisors
California
$419K