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Principal Financial Group

808 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, 279 increasing their positions, 270 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
808
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
GCM
476
Glaxis Capital Management
Florida
$324K
IA
477
Integrity Alliance
Iowa
$324K
LS
478
Livforsakringsbolaget Skandia
Sweden
$322K
MSE
479
MUFG Securities EMEA
United Kingdom
$322K
TRCT
480
Tower Research Capital (TRC)
New York
$317K
RSWA
481
Robinson Smith Wealth Advisors
Maine
$317K
BCP
482
Blackhawk Capital Partners
Wisconsin
$317K
HNB
483
Huntington National Bank
Ohio
$313K
LA
484
LVW Advisors
New York
$312K
AWM
485
Adams Wealth Management
Utah
$307K
CI
486
CacheTech Inc
Utah
$307K
STCOSD
487
Sageworth Trust Company of South Dakota
South Dakota
$307K
BIG
488
Brooklyn Investment Group
New York
$301K
SIMG
489
Sonora Investment Management Group
Arizona
$298K
SAM
490
Sompo Asset Management
Japan
$298K
OWA
491
One Wealth Advisors
California
$296K
GAM
492
Gotham Asset Management
New York
$294K
FCFC
493
First Citizens Financial Corp
Iowa
$289K
FFP
494
FourThought Financial Partners
Florida
$289K
ACA
495
Aptus Capital Advisors
Alabama
$286K
ATC
496
Argent Trust Co
Tennessee
$284K
CIA
497
Concurrent Investment Advisors
Florida
$284K
ECM
498
ExodusPoint Capital Management
New York
$283K
RIL
499
Rothschild Investment LLC
Illinois
$280K
AFWM
500
Abich Financial Wealth Management
Virginia
$279K