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Principal Financial Group

807 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, 272 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

3% less funds holding

Funds holding: 833807 (-26)

5% less capital invested

Capital invested by funds: $13.8B → $13.1B (-$749M)

15% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 97

Holders
807
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.4M
Puts
$8.31M
Net Calls
Net Calls Change

Top Buyers

1 +$86.1M
2 +$52.7M
3 +$52.2M
4
BlackRock
BlackRock
New York
+$48.9M
5
Victory Capital Management
Victory Capital Management
Texas
+$46.6M
Name Holding Trade Value Shares
Change
Change in
Stake
S
551
SignatureFD
Georgia
$194K
SOW
552
State of Wyoming
Wyoming
$192K
UB
553
UMB Bank
Missouri
$184K
EWA
554
EverSource Wealth Advisors
Alabama
$181K
AIP
555
Ameritas Investment Partners
Nebraska
$180K
WFA
556
West Financial Advisors
Iowa
$145K
CAL
557
Capital Analysts LLC
Pennsylvania
$144K
HI
558
Harbour Investments
Wisconsin
$144K
SCM
559
Silvant Capital Management
Georgia
$139K
VanEck Associates
560
VanEck Associates
New York
$137K
SAM
561
Smartleaf Asset Management
Massachusetts
$135K
AAS
562
Ameritas Advisory Services
Nebraska
$135K
CTC
563
Central Trust Company
Missouri
$133K
GWM
564
Geneos Wealth Management
Colorado
$133K
PA
565
Parallel Advisors
California
$133K
GRP
566
Global Retirement Partners
California
$130K
HIA
567
Harbor Investment Advisory
Maryland
$125K
O
568
Ossiam
France
$125K
LFA
569
LGT Financial Advisors
Texas
$122K
LFG
570
Larson Financial Group
Missouri
$120K
AAP
571
Arax Advisory Partners
Colorado
$117K
JFA
572
JNBA Financial Advisors
Minnesota
$114K
NRG
573
Nemes Rush Group
Michigan
$113K
HBT
574
Hills Bank & Trust
Iowa
$111K
WSFS
575
Wilmington Savings Fund Society
Delaware
$109K