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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
LIM
551
Leavell Investment Management
Alabama
$218K
AWA
552
Aaron Wealth Advisors
Illinois
$214K
TCWA
553
Turtle Creek Wealth Advisors
Texas
$212K
TFGT
554
TS Financial Group (TSFG)
Illinois
$211K
WT
555
Whittier Trust
California
$211K
WPC
556
Wedmont Private Capital
Pennsylvania
$210K
FC
557
FORA Capital
Florida
$210K
NSEDCP
558
NJ State Employees Deferred Compensation Plan
New Jersey
$207K
SCI
559
S&CO Inc
Massachusetts
$207K
AFG
560
Atomi Financial Group
New York
$206K
SAG
561
SageView Advisory Group
California
$205K
CAM
562
Cidel Asset Management
Ontario, Canada
$205K
LRWA
563
Long Run Wealth Advisors
New York
$204K
TAM
564
Trust Asset Management
Texas
$203K
AWM
565
Arista Wealth Management
Nevada
$202K
EWA
566
EverSource Wealth Advisors
Alabama
$201K
S
567
SignatureFD
Georgia
$199K
UB
568
UMB Bank
Missouri
$176K
AIP
569
Ameritas Investment Partners
Nebraska
$175K
HI
570
Harbour Investments
Wisconsin
$172K
AIM
571
AXA Investment Managers
France
$158K
VanEck Associates
572
VanEck Associates
New York
$151K
CAL
573
Capital Analysts LLC
Pennsylvania
$150K
WFA
574
West Financial Advisors
Iowa
$150K
SCM
575
Silvant Capital Management
Georgia
$145K