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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
CAG
451
Csenge Advisory Group
Florida
$358K
NP
452
Nilsine Partners
Colorado
$356K
TCM
453
Teza Capital Management
Illinois
$355K
HCA
454
Harbor Capital Advisors
Illinois
$354K
AWA
455
Arete Wealth Advisors
Illinois
$354K
RC
456
Rexford Capital
Texas
$354K
LI
457
LifeWealth Investments
Florida
$347K
FPAS
458
Focus Partners Advisor Solutions
Missouri
$343K
CIBC Private Wealth Group
459
CIBC Private Wealth Group
Georgia
$342K
ACM
460
AlphaStar Capital Management
North Carolina
$334K
BEI
461
Benjamin Edwards Inc
Missouri
$334K
LS
462
Livforsakringsbolaget Skandia
Sweden
$332K
BCWM
463
Bartlett & Co Wealth Management
Ohio
$331K
OC
464
Optima Capital
Oregon
$330K
SWP
465
Sagespring Wealth Partners
Tennessee
$321K
JGIA
466
Jackson Grant Investment Advisers
Connecticut
$317K
CPCPP
467
Canada Post Corporation Pension Plan
Canada
$315K
AWM
468
Adams Wealth Management
Utah
$312K
CI
469
CacheTech Inc
Utah
$312K
AC
470
AXQ Capital
New Jersey
$311K
BCI
471
Brinker Capital Investments
Pennsylvania
$310K
BIG
472
Brooklyn Investment Group
New York
$308K
GCM
473
Glaxis Capital Management
Florida
$307K
SWP
474
Stratos Wealth Partners
Ohio
$307K
RSWA
475
Robinson Smith Wealth Advisors
Maine
$304K