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Principal Financial Group

819 hedge funds and large institutions have $13.2B invested in Principal Financial Group in 2025 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 284 increasing their positions, 274 reducing their positions, and 55 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1% more capital invested

Capital invested by funds: $13.2B → $13.2B (+$75.6M)

2.3% less ownership

Funds ownership: 73.89%71.59% (-2.3%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
819
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 +$64.4M
2 +$52.8M
3 +$52.8M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$41.7M
5
Goldman Sachs
Goldman Sachs
New York
+$35.9M

Top Sellers

1 -$327M
2 -$32.2M
3 -$27.4M
4
Verition Fund Management
Verition Fund Management
Connecticut
-$25.7M
5
UBS AM
UBS AM
Illinois
-$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PPWP
451
Premier Path Wealth Partners
New Jersey
$401K
A
452
Argentarii
Ohio
$397K
SVWAG
453
Sound View Wealth Advisors Group
Georgia
$396K
IPW
454
Impact Partnership Wealth
Georgia
$392K
CIBC Private Wealth Group
455
CIBC Private Wealth Group
Georgia
$391K
BEI
456
Benjamin Edwards Inc
Missouri
$387K
WPW
457
Waldron Private Wealth
Pennsylvania
$386K
AFCM
458
Applied Finance Capital Management
Puerto Rico
$381K
HCA
459
Harbor Capital Advisors
Illinois
$380K
QCM
460
QRG Capital Management
Illinois
$379K
RC
461
Rexford Capital
Texas
$378K
BOTPPF
462
Board of the Pension Protection Fund
United Kingdom
$373K
AWA
463
Arete Wealth Advisors
Illinois
$370K
TPA
464
Trivium Point Advisory
Connecticut
$364K
BFG
465
Beacon Financial Group
Texas
$359K
KF
466
Krilogy Financial
Missouri
$358K
MC
467
Machina Capital
France
$356K
SWP
468
Stratos Wealth Partners
Ohio
$354K
ATPW
469
Ashton Thomas Private Wealth
Arizona
$350K
AWA
470
Arkadios Wealth Advisors
Georgia
$350K
BCWM
471
Bartlett & Co Wealth Management
Ohio
$350K
LI
472
LifeWealth Investments
Florida
$350K
ACM
473
AlphaStar Capital Management
North Carolina
$348K
JGIA
474
Jackson Grant Investment Advisers
Connecticut
$331K
BCI
475
Brinker Capital Investments
Pennsylvania
$330K