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