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Principal Financial Group

828 hedge funds and large institutions have $13.3B invested in Principal Financial Group in 2025 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 291 increasing their positions, 273 reducing their positions, and 54 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 funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% more capital invested

Capital invested by funds: $13.2B → $13.3B (+$98.2M)

2.18% less ownership

Funds ownership: 73.97%71.79% (-2.2%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
828
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 +$62.1M
2 +$50.9M
3 +$50.9M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$40.5M
5
Goldman Sachs
Goldman Sachs
New York
+$34.6M

Top Sellers

1 -$315M
2 -$31M
3 -$26.4M
4
Verition Fund Management
Verition Fund Management
Connecticut
-$24.7M
5
UBS AM
UBS AM
Illinois
-$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
451
$413K
452
$404K
453
$403K
454
$402K
455
$401K
456
$397K
457
$396K
458
$392K
459
$391K
460
$387K
461
$386K
462
$381K
463
$380K
464
$379K
465
$378K
466
$373K
467
$370K
468
$364K
469
$359K
470
$358K
471
$356K
472
$354K
473
$350K
474
$350K
475
$350K