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Principal Financial Group

800 hedge funds and large institutions have $13.1B invested in Principal Financial Group in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 313 increasing their positions, 268 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
800
Holders Change
-31
Holders Change %
-3.73%
% of All Funds
10.73%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
82
Increased
313
Reduced
268
Closed
97
Calls
$11.4M
Puts
$8.31M
Net Calls
+$3.14M
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Shares
Change %
NB
526
Nicolet Bankshares
Wisconsin
$226K
BP
527
Ballentine Partners
Massachusetts
$222K +$238 +3 +0.1%
VT
528
Vise Technologies
New York
$222K +$222K +2,791 New
PNC
529
Park National Corp
Ohio
$221K
EFS
530
Essex Financial Services
Connecticut
$216K -$1.75K -22 -0.8%
KC
531
Kinloch Capital
Virginia
$212K
WP
532
Westmount Partners
California
$212K -$1.11K -14 -0.5%
LIM
533
Leavell Investment Management
Alabama
$212K -$1.75K -22 -0.8%
GIA
534
Gladstone Institutional Advisory
Florida
$212K -$238 -3 -0.1%
BS
535
Banco Santander
Spain
$210K
HSA
536
HBK Sorce Advisory
Pennsylvania
$208K -$6.59K -83 -3%
BFG
537
Beacon Financial Group
Texas
$208K -$8.34K -105 -4%
CI
538
CX Institutional
Indiana
$208K +$31.3K +395 +18%
SAW
539
Signal Advisors Wealth
Michigan
$208K +$208K +2,617 New
WT
540
Whittier Trust
California
$206K
ST
541
Sageworth Trust
Pennsylvania
$205K
FC
542
FORA Capital
Florida
$204K +$204K +2,574 New
SAG
543
SageView Advisory Group
California
$204K -$19.1K -237 -9%
Axa
544
Axa
France
$203K +$203K +2,553 New
VFA
545
Valeo Financial Advisors
Indiana
$201K +$201K +2,533 New
TFGT
546
TS Financial Group (TSFG)
Illinois
$201K +$1.83K +23 +0.9%
S
547
SignatureFD
Georgia
$194K -$8.1K -102 -4%
SOW
548
State of Wyoming
Wyoming
$192K +$20K +252 +12%
UB
549
UMB Bank
Missouri
$184K -$59.9K -754 -25%
EWA
550
EverSource Wealth Advisors
Alabama
$181K +$88.7K +1,117 +96%