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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
FIA
501
Foundations Investment Advisors
Arizona
$278K
CAG
502
Csenge Advisory Group
Florida
$278K
KNFPWM
503
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$276K
DWP
504
Daymark Wealth Partners
Ohio
$274K
CPBTD
505
Central Pacific Bank - Trust Division
Hawaii
$274K
CTA
506
Chesley Taft & Associates
Illinois
$271K
Brown Advisory
507
Brown Advisory
Maryland
$271K
RIA
508
Regal Investment Advisors
Michigan
$271K
LSPW
509
Lake Street Private Wealth
Illinois
$270K
JIC
510
Johnson Investment Counsel
Ohio
$268K
VT
511
Vise Technologies
New York
$265K
KeyBank National Association
512
KeyBank National Association
Ohio
$264K
SI
513
Seeds Investor
New York
$261K
1WA
514
180 Wealth Advisors
Washington
$260K
GWMR
515
GC Wealth Management RIA
Massachusetts
$257K
CCA
516
Checchi Capital Advisers
California
$255K
RWS
517
Resolute Wealth Strategies
Mississippi
$255K
William Blair & Company
518
William Blair & Company
Illinois
$254K
RG
519
Renaissance Group
Kentucky
$253K
MOS
520
MGO One Seven
Ohio
$252K
RT
521
Rockland Trust
Massachusetts
$251K
BCM
522
Brookstone Capital Management
Illinois
$250K
SFP
523
Shepherd Financial Partners
Massachusetts
$249K
SNBOSD
524
Security National Bank of So Dak
Iowa
$249K
GMA
525
Glassy Mountain Advisors
Maryland
$249K