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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
AW
476
Alteri Wealth
California
$329K
SWP
477
Sagespring Wealth Partners
Tennessee
$328K
M&T Bank
478
M&T Bank
New York
$328K
CPCPP
479
Canada Post Corporation Pension Plan
Canada
$327K
BJL
480
Brighton Jones LLC
Washington
$327K
OC
481
Optima Capital
Oregon
$326K
IAA
482
Independent Advisor Alliance
North Carolina
$324K
GCM
483
Glaxis Capital Management
Florida
$324K
IA
484
Integrity Alliance
Iowa
$324K
LS
485
Livforsakringsbolaget Skandia
Sweden
$322K
MSE
486
MUFG Securities EMEA
United Kingdom
$322K
TRCT
487
Tower Research Capital (TRC)
New York
$317K
RSWA
488
Robinson Smith Wealth Advisors
Maine
$317K
BCP
489
Blackhawk Capital Partners
Wisconsin
$317K
HNB
490
Huntington National Bank
Ohio
$313K
LA
491
LVW Advisors
New York
$312K
AWM
492
Adams Wealth Management
Utah
$307K
CI
493
CacheTech Inc
Utah
$307K
STCOSD
494
Sageworth Trust Company of South Dakota
South Dakota
$307K
BIG
495
Brooklyn Investment Group
New York
$301K
SIMG
496
Sonora Investment Management Group
Arizona
$298K
SAM
497
Sompo Asset Management
Japan
$298K
OWA
498
One Wealth Advisors
California
$296K
GAM
499
Gotham Asset Management
New York
$294K
FCFC
500
First Citizens Financial Corp
Iowa
$289K