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Principal Financial Group

811 hedge funds and large institutions have $13.2B invested in Principal Financial Group in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 314 increasing their positions, 275 reducing their positions, and 100 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: 838811 (-27)

5% less capital invested

Capital invested by funds: $13.9B → $13.2B (-$751M)

18% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 100

Holders
811
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 +$83.2M
2 +$50.5M
3 +$50.2M
4
BlackRock
BlackRock
New York
+$47.2M
5
Victory Capital Management
Victory Capital Management
Texas
+$45.1M
Name Holding Trade Value Shares
Change
Change in
Stake
451
$366K
452
$364K
453
$363K
454
$358K
455
$356K
456
$355K
457
$354K
458
$354K
459
$354K
460
$347K
461
$343K
462
$342K
463
$334K
464
$334K
465
$332K
466
$331K
467
$330K
468
$321K
469
$317K
470
$315K
471
$312K
472
$312K
473
$311K
474
$310K
475
$308K