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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
Assenagon Asset Management
26
Assenagon Asset Management
Luxembourg
$57.8M
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$57.1M
Barclays
28
Barclays
United Kingdom
$55.5M
Swiss National Bank
29
Swiss National Bank
Switzerland
$53.6M
Man Group
30
Man Group
United Kingdom
$52.8M
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$51.8M
Fidelity Investments
32
Fidelity Investments
Massachusetts
$50.6M
SLAM
33
Swiss Life Asset Management
$49.3M
First Trust Advisors
34
First Trust Advisors
Illinois
$48.1M
Massachusetts Financial Services
35
Massachusetts Financial Services
Massachusetts
$46.5M
N
36
Nuveen
North Carolina
$46.4M
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$40.9M
BA
38
Bridgewater Associates
Connecticut
$40.8M
Mitsubishi UFJ Asset Management
39
Mitsubishi UFJ Asset Management
Japan
$35.9M
Marshall Wace
40
Marshall Wace
United Kingdom
$35.4M
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$35.3M
Two Sigma Investments
42
Two Sigma Investments
New York
$34.7M
CI
43
Conning Inc
Connecticut
$34M
NSAM
44
North Star Asset Management
Wisconsin
$32.8M
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$32.7M
National Pension Service
46
National Pension Service
South Korea
$32.2M
RIM
47
Rakuten Investment Management
Japan
$31.3M
Arrowstreet Capital
48
Arrowstreet Capital
Massachusetts
$30.9M
TPI
49
Trust Point Inc
Wisconsin
$30.6M
Voloridge Investment Management
50
Voloridge Investment Management
Florida
$27.1M