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Principal Financial Group

814 hedge funds and large institutions have $13.2B invested in Principal Financial Group in 2025 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 282 increasing their positions, 272 reducing their positions, and 54 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: $13.1B → $13.2B (+$82M)

2.26% less ownership

Funds ownership: 73.84%71.57% (-2.3%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
814
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
CPCPP
476
Canada Post Corporation Pension Plan
Canada
$327K
BJL
477
Brighton Jones LLC
Washington
$327K
OC
478
Optima Capital
Oregon
$326K
IAA
479
Independent Advisor Alliance
North Carolina
$324K
GCM
480
Glaxis Capital Management
Florida
$324K
IA
481
Integrity Alliance
Iowa
$324K
LS
482
Livforsakringsbolaget Skandia
Sweden
$322K
MSE
483
MUFG Securities EMEA
United Kingdom
$322K
TRCT
484
Tower Research Capital (TRC)
New York
$317K
RSWA
485
Robinson Smith Wealth Advisors
Maine
$317K
BCP
486
Blackhawk Capital Partners
Wisconsin
$317K
HNB
487
Huntington National Bank
Ohio
$313K
LA
488
LVW Advisors
New York
$312K
AWM
489
Adams Wealth Management
Utah
$307K
CI
490
CacheTech Inc
Utah
$307K
STCOSD
491
Sageworth Trust Company of South Dakota
South Dakota
$307K
BIG
492
Brooklyn Investment Group
New York
$301K
SIMG
493
Sonora Investment Management Group
Arizona
$298K
SAM
494
Sompo Asset Management
Japan
$298K
OWA
495
One Wealth Advisors
California
$296K
GAM
496
Gotham Asset Management
New York
$294K
FCFC
497
First Citizens Financial Corp
Iowa
$289K
FFP
498
FourThought Financial Partners
Florida
$289K
ACA
499
Aptus Capital Advisors
Alabama
$286K
ATC
500
Argent Trust Co
Tennessee
$284K