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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
PPWP
426
Premier Path Wealth Partners
New Jersey
$414K
BAM
427
Belpointe Asset Management
Nevada
$414K
BMC
428
Benin Management Corp
Connecticut
$413K
CWA
429
Centennial Wealth Advisory
Michigan
$412K
GCP
430
GSA Capital Partners
United Kingdom
$407K
AWS
431
Atria Wealth Solutions
New York
$404K
NP
432
NorthRock Partners
Minnesota
$402K
IPW
433
Impact Partnership Wealth
Georgia
$402K
TCM
434
Twin Capital Management
Pennsylvania
$402K
TPA
435
Trivium Point Advisory
Connecticut
$402K
IAA
436
Independent Advisor Alliance
North Carolina
$399K
HW
437
Hancock Whitney
Mississippi
$390K
CT
438
ClearAlpha Technologies
Connecticut
$389K
ALAM
439
Asahi Life Asset Management
Japan
$387K
EWM
440
Empirical Wealth Management
Washington
$381K
PTC
441
Petrus Trust Company
Texas
$378K
HWM
442
HB Wealth Management
Georgia
$376K
TSS
443
Two Sigma Securities
New York
$375K
CFO
444
Callan Family Office
Pennsylvania
$375K
BAM
445
Blueshift Asset Management
New Jersey
$372K
WPW
446
Waldron Private Wealth
Pennsylvania
$370K
CWM
447
Cornerstone Wealth Management
Missouri
$369K
ECM
448
Everence Capital Management
Indiana
$368K
BBVA
449
Banco Bilbao Vizcaya Argentaria
Spain
$366K
FFN
450
Focus Financial Network
Minnesota
$364K