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Principal Financial Group

819 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, 284 increasing their positions, 274 reducing their positions, and 55 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: $13.2B → $13.2B (+$75.6M)

2.3% less ownership

Funds ownership: 73.89%71.59% (-2.3%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
819
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
ASN
551
Advisory Services Network
Georgia
$226K
ST
552
Sageworth Trust
Pennsylvania
$222K
PA
553
Profund Advisors
Maryland
$222K
KC
554
Kinloch Capital
Virginia
$222K
MA
555
Mutual Advisors
Nebraska
$221K
WP
556
Westmount Partners
California
$220K
WW
557
Winnow Wealth
Texas
$220K
MK
558
MASTERINVEST Kapitalanlage
$219K
LIM
559
Leavell Investment Management
Alabama
$218K
AWA
560
Aaron Wealth Advisors
Illinois
$214K
TCWA
561
Turtle Creek Wealth Advisors
Texas
$212K
TFGT
562
TS Financial Group (TSFG)
Illinois
$211K
WT
563
Whittier Trust
California
$211K
WPC
564
Wedmont Private Capital
Pennsylvania
$210K
FC
565
FORA Capital
Florida
$210K
NSEDCP
566
NJ State Employees Deferred Compensation Plan
New Jersey
$207K
SCI
567
S&CO Inc
Massachusetts
$207K
AFG
568
Atomi Financial Group
New York
$206K
SAG
569
SageView Advisory Group
California
$205K
CAM
570
Cidel Asset Management
Ontario, Canada
$205K
LRWA
571
Long Run Wealth Advisors
New York
$204K
TAM
572
Trust Asset Management
Texas
$203K
AWM
573
Arista Wealth Management
Nevada
$202K
EWA
574
EverSource Wealth Advisors
Alabama
$201K
S
575
SignatureFD
Georgia
$199K