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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
BCM
526
Brookstone Capital Management
Illinois
$250K
SFP
527
Shepherd Financial Partners
Massachusetts
$249K
SNBOSD
528
Security National Bank of So Dak
Iowa
$249K
GMA
529
Glassy Mountain Advisors
Maryland
$249K
PFM
530
Patton Fund Management
Texas
$249K
RAG
531
RIA Advisory Group
Iowa
$248K
BC
532
Burney Company
Virginia
$245K
BB
533
Busey Bank
Illinois
$241K
IPWA
534
International Private Wealth Advisors
California
$237K
SAM
535
Smartleaf Asset Management
Massachusetts
$236K
NB
536
Nicolet Bankshares
Wisconsin
$236K
VAG
537
VisionPoint Advisory Group
Texas
$236K
Capstone Investment Advisors
538
Capstone Investment Advisors
New York
$235K
CI
539
CX Institutional
Indiana
$234K
EFS
540
Essex Financial Services
Connecticut
$232K
TCM
541
Teza Capital Management
Illinois
$232K
PNC
542
Park National Corp
Ohio
$231K
GIA
543
Gladstone Institutional Advisory
Florida
$229K
CCIA
544
Campbell & Co Investment Adviser
Maryland
$229K
BP
545
Ballentine Partners
Massachusetts
$228K
FMII
546
Farmers & Merchants Investments Inc
Nebraska
$227K
VFA
547
Valeo Financial Advisors
Indiana
$226K
ASN
548
Advisory Services Network
Georgia
$226K
ST
549
Sageworth Trust
Pennsylvania
$222K
PA
550
Profund Advisors
Maryland
$222K