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Principal Financial Group

826 hedge funds and large institutions have $13.3B invested in Principal Financial Group in 2025 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 290 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 funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% more capital invested

Capital invested by funds: $13.2B → $13.3B (+$97.8M)

2.18% less ownership

Funds ownership: 73.89%71.71% (-2.2%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
826
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 +$62.1M
2 +$50.9M
3 +$50.9M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$40.5M
5
Goldman Sachs
Goldman Sachs
New York
+$34.6M

Top Sellers

1 -$315M
2 -$31M
3 -$26.4M
4
Verition Fund Management
Verition Fund Management
Connecticut
-$24.7M
5
UBS AM
UBS AM
Illinois
-$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
526
Checchi Capital Advisers
California
$255K
RWS
527
Resolute Wealth Strategies
Mississippi
$255K
William Blair & Company
528
William Blair & Company
Illinois
$254K
RG
529
Renaissance Group
Kentucky
$253K
MOS
530
MGO One Seven
Ohio
$252K
RT
531
Rockland Trust
Massachusetts
$251K
BCM
532
Brookstone Capital Management
Illinois
$250K
SFP
533
Shepherd Financial Partners
Massachusetts
$249K
SNBOSD
534
Security National Bank of So Dak
Iowa
$249K
GMA
535
Glassy Mountain Advisors
Maryland
$249K
PFM
536
Patton Fund Management
Texas
$249K
RAG
537
RIA Advisory Group
Iowa
$248K
BC
538
Burney Company
Virginia
$245K
BB
539
Busey Bank
Illinois
$241K
IPWA
540
International Private Wealth Advisors
California
$237K
SAM
541
Smartleaf Asset Management
Massachusetts
$236K
NB
542
Nicolet Bankshares
Wisconsin
$236K
VAG
543
VisionPoint Advisory Group
Texas
$236K
Capstone Investment Advisors
544
Capstone Investment Advisors
New York
$235K
CI
545
CX Institutional
Indiana
$234K
EFS
546
Essex Financial Services
Connecticut
$232K
TCM
547
Teza Capital Management
Illinois
$232K
PNC
548
Park National Corp
Ohio
$231K
GIA
549
Gladstone Institutional Advisory
Florida
$229K
CCIA
550
Campbell & Co Investment Adviser
Maryland
$229K