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Principal Financial Group

806 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: 833806 (-27)

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
806
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
Barclays
26
Barclays
United Kingdom
$62.7M
First Trust Advisors
27
First Trust Advisors
Illinois
$54.8M
Swiss National Bank
28
Swiss National Bank
Switzerland
$54.1M
Fidelity Investments
29
Fidelity Investments
Massachusetts
$49M
Massachusetts Financial Services
30
Massachusetts Financial Services
Massachusetts
$48.4M
AQR Capital Management
31
AQR Capital Management
Connecticut
$47.4M
NL
32
Nuveen LLC
North Carolina
$45.1M
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$43.7M
BNP Paribas Financial Markets
34
BNP Paribas Financial Markets
France
$41.6M
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$38.5M
BA
36
Bridgewater Associates
Connecticut
$35.9M
CI
37
Conning Inc
Connecticut
$35.4M
Voloridge Investment Management
38
Voloridge Investment Management
Florida
$35.2M
Marshall Wace
39
Marshall Wace
United Kingdom
$32.7M
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$32.1M
NSAM
41
North Star Asset Management
Wisconsin
$31.9M
Mitsubishi UFJ Asset Management
42
Mitsubishi UFJ Asset Management
Japan
$31.8M
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$31.4M
National Pension Service
44
National Pension Service
South Korea
$30.4M
TPI
45
Trust Point Inc
Wisconsin
$29.4M
MPI
46
Mairs & Power Inc
Minnesota
$28.8M
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$28.1M
Two Sigma Investments
48
Two Sigma Investments
New York
$27.6M
Verition Fund Management
49
Verition Fund Management
Connecticut
$25.4M
BNP Paribas Asset Management
50
BNP Paribas Asset Management
France
$25M