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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
OWP
401
Obermeyer Wealth Partners
Colorado
$526K
HNB
402
Hilltop National Bank
Wyoming
$522K
RFC
403
Regions Financial Corp
Alabama
$520K
BBVA
404
Banco Bilbao Vizcaya Argentaria
Spain
$520K
GT
405
Greenleaf Trust
Michigan
$518K
JF
406
Jump Financial
Illinois
$517K
VVP
407
Venture Visionary Partners
Ohio
$516K
UCFA
408
United Capital Financial Advisors
Texas
$514K
GI
409
GAMMA Investing
California
$513K
RBC
410
Romano Brothers & Co
Illinois
$513K
Vontobel Holding
411
Vontobel Holding
Switzerland
$508K
CCM
412
Coldstream Capital Management
Washington
$508K
CIA
413
Capital Investment Advisors
Georgia
$507K
AWM
414
Apollon Wealth Management
South Carolina
$502K
PCIA
415
Prime Capital Investment Advisors
Kansas
$501K
CFO
416
Callan Family Office
Pennsylvania
$489K
KRSITF
417
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$485K
PAS
418
Park Avenue Securities
New York
$482K
FPAS
419
Focus Partners Advisor Solutions
Missouri
$480K
CWA
420
Centennial Wealth Advisory
Michigan
$478K
EAM
421
Erste Asset Management
Austria
$476K
ISB
422
Iowa State Bank
Iowa
$475K
MYLI
423
Meiji Yasuda Life Insurance
Japan
$472K
GCP
424
GSA Capital Partners
United Kingdom
$471K
Lido Advisors
425
Lido Advisors
California
$467K