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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
CIA
501
Concurrent Investment Advisors
Florida
$284K
ECM
502
ExodusPoint Capital Management
New York
$283K
RIL
503
Rothschild Investment LLC
Illinois
$280K
AFWM
504
Abich Financial Wealth Management
Virginia
$279K
FIA
505
Foundations Investment Advisors
Arizona
$278K
CAG
506
Csenge Advisory Group
Florida
$278K
KNFPWM
507
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$276K
DWP
508
Daymark Wealth Partners
Ohio
$274K
CPBTD
509
Central Pacific Bank - Trust Division
Hawaii
$274K
CTA
510
Chesley Taft & Associates
Illinois
$271K
Brown Advisory
511
Brown Advisory
Maryland
$271K
RIA
512
Regal Investment Advisors
Michigan
$271K
LSPW
513
Lake Street Private Wealth
Illinois
$270K
JIC
514
Johnson Investment Counsel
Ohio
$268K
VT
515
Vise Technologies
New York
$265K
KeyBank National Association
516
KeyBank National Association
Ohio
$264K
SI
517
Seeds Investor
New York
$261K
1WA
518
180 Wealth Advisors
Washington
$260K
GWMR
519
GC Wealth Management RIA
Massachusetts
$257K
CCA
520
Checchi Capital Advisers
California
$255K
RWS
521
Resolute Wealth Strategies
Mississippi
$255K
William Blair & Company
522
William Blair & Company
Illinois
$254K
RG
523
Renaissance Group
Kentucky
$253K
MOS
524
MGO One Seven
Ohio
$252K
RT
525
Rockland Trust
Massachusetts
$251K