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Principal Financial Group

826 hedge funds and large institutions have $13.3B invested in Principal Financial Group in 2025 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 290 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 funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% more capital invested

Capital invested by funds: $13.2B → $13.3B (+$97.8M)

2.18% less ownership

Funds ownership: 73.89%71.71% (-2.2%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
826
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 +$62.1M
2 +$50.9M
3 +$50.9M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$40.5M
5
Goldman Sachs
Goldman Sachs
New York
+$34.6M

Top Sellers

1 -$315M
2 -$31M
3 -$26.4M
4
Verition Fund Management
Verition Fund Management
Connecticut
-$24.7M
5
UBS AM
UBS AM
Illinois
-$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
401
Atria Investments
North Carolina
$545K
NMIMC
402
Northwestern Mutual Investment Management Company
Wisconsin
$536K
CPIG
403
Chicago Partners Investment Group
Illinois
$527K
OWP
404
Obermeyer Wealth Partners
Colorado
$526K
HNB
405
Hilltop National Bank
Wyoming
$522K
RFC
406
Regions Financial Corp
Alabama
$520K
BBVA
407
Banco Bilbao Vizcaya Argentaria
Spain
$520K
GT
408
Greenleaf Trust
Michigan
$518K
JF
409
Jump Financial
Illinois
$517K
VVP
410
Venture Visionary Partners
Ohio
$516K
UCFA
411
United Capital Financial Advisors
Texas
$514K
GI
412
GAMMA Investing
California
$513K
RBC
413
Romano Brothers & Co
Illinois
$513K
Vontobel Holding
414
Vontobel Holding
Switzerland
$508K
CCM
415
Coldstream Capital Management
Washington
$508K
CIA
416
Capital Investment Advisors
Georgia
$507K
AWM
417
Apollon Wealth Management
South Carolina
$502K
PCIA
418
Prime Capital Investment Advisors
Kansas
$501K
CFO
419
Callan Family Office
Pennsylvania
$489K
KRSITF
420
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$485K
PAS
421
Park Avenue Securities
New York
$482K
FPAS
422
Focus Partners Advisor Solutions
Missouri
$480K
CWA
423
Centennial Wealth Advisory
Michigan
$478K
EAM
424
Erste Asset Management
Austria
$476K
ISB
425
Iowa State Bank
Iowa
$475K