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Principal Financial Group

801 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, 314 increasing their positions, 268 reducing their positions, and 97 closing their positions.

Holders
801
Holders Change
-31
Holders Change %
-3.73%
% of All Funds
10.75%
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
314
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 %
AIP
551
Ameritas Investment Partners
Nebraska
$180K
WFA
552
West Financial Advisors
Iowa
$145K -$3.18K -40 -2%
CAL
553
Capital Analysts LLC
Pennsylvania
$144K +$12K +151 +9%
HI
554
Harbour Investments
Wisconsin
$144K -$1.91K -24 -1%
SCM
555
Silvant Capital Management
Georgia
$139K
VanEck Associates
556
VanEck Associates
New York
$137K +$137K +1,720 New
SAM
557
Smartleaf Asset Management
Massachusetts
$135K -$58.1K -734 -30%
AAS
558
Ameritas Advisory Services
Nebraska
$135K +$135K +1,697 New
CTC
559
Central Trust Company
Missouri
$133K -$3.97K -50 -3%
GWM
560
Geneos Wealth Management
Colorado
$133K -$244K -3,076 -65%
PA
561
Parallel Advisors
California
$133K -$41.2K -519 -24%
GRP
562
Global Retirement Partners
California
$130K +$130K +1,633 New
HIA
563
Harbor Investment Advisory
Maryland
$125K
O
564
Ossiam
France
$125K -$9.39M -118,221 -99%
LFA
565
LGT Financial Advisors
Texas
$122K +$1.35K +17 +1%
LFG
566
Larson Financial Group
Missouri
$120K +$66.1K +832 +122%
AAP
567
Arax Advisory Partners
Colorado
$117K +$27.8K +350 +31%
JFA
568
JNBA Financial Advisors
Minnesota
$114K
NRG
569
Nemes Rush Group
Michigan
$113K -$15.3K -192 -12%
HBT
570
Hills Bank & Trust
Iowa
$111K
WSFS
571
Wilmington Savings Fund Society
Delaware
$109K +$6.12K +77 +6%
RBI
572
Raiffeisen Bank International
Austria
$106K
CFS
573
Compass Financial Services
Iowa
$103K +$16.9K +213 +20%
MCM
574
Manchester Capital Management
Vermont
$101K +$238 +3 +0.2%
SWM
575
Spire Wealth Management
Virginia
$99.9K +$68.9K +867 +222%