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Principal Financial Group

811 hedge funds and large institutions have $13.2B invested in Principal Financial Group in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 314 increasing their positions, 275 reducing their positions, and 100 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: 838811 (-27)

5% less capital invested

Capital invested by funds: $13.9B → $13.2B (-$751M)

18% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 100

Holders
811
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 +$83.2M
2 +$50.5M
3 +$50.2M
4
BlackRock
BlackRock
New York
+$47.2M
5
Victory Capital Management
Victory Capital Management
Texas
+$45.1M
Name Holding Trade Value Shares
Change
Change in
Stake
476
$307K
477
$307K
478
$304K
479
$297K
480
$294K
481
$292K
482
$289K
483
$287K
484
$287K
485
$287K
486
$287K
487
$286K
488
$285K
489
$285K
490
$285K
491
$283K
492
$280K
493
$270K
494
$270K
495
$265K
496
$265K
497
$265K
498
$264K
499
$263K
500
$262K