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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
BAM
426
Belpointe Asset Management
Nevada
$414K
BMC
427
Benin Management Corp
Connecticut
$413K
CWA
428
Centennial Wealth Advisory
Michigan
$412K
GCP
429
GSA Capital Partners
United Kingdom
$407K
AWS
430
Atria Wealth Solutions
New York
$404K
NP
431
NorthRock Partners
Minnesota
$402K
IPW
432
Impact Partnership Wealth
Georgia
$402K
TCM
433
Twin Capital Management
Pennsylvania
$402K
TPA
434
Trivium Point Advisory
Connecticut
$402K
IAA
435
Independent Advisor Alliance
North Carolina
$399K
HW
436
Hancock Whitney
Mississippi
$390K
CT
437
ClearAlpha Technologies
Connecticut
$389K
ALAM
438
Asahi Life Asset Management
Japan
$387K
EWM
439
Empirical Wealth Management
Washington
$381K
PTC
440
Petrus Trust Company
Texas
$378K
HWM
441
HB Wealth Management
Georgia
$376K
TSS
442
Two Sigma Securities
New York
$375K
CFO
443
Callan Family Office
Pennsylvania
$375K
BAM
444
Blueshift Asset Management
New Jersey
$372K
WPW
445
Waldron Private Wealth
Pennsylvania
$370K
CWM
446
Cornerstone Wealth Management
Missouri
$369K
ECM
447
Everence Capital Management
Indiana
$368K
BBVA
448
Banco Bilbao Vizcaya Argentaria
Spain
$366K
FFN
449
Focus Financial Network
Minnesota
$364K
MSA
450
MUFG Securities Americas
New York
$363K