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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
CTC
576
Central Trust Company
Missouri
$145K
MR
577
Munich Reinsurance
$144K
MG
578
Mather Group
Illinois
$144K
CFS
579
Compass Financial Services
Iowa
$139K
GRP
580
Global Retirement Partners
California
$136K
HIA
581
Harbor Investment Advisory
Maryland
$131K
PA
582
Parallel Advisors
California
$130K
RBI
583
Raiffeisen Bank International
Austria
$129K
LFA
584
LGT Financial Advisors
Texas
$128K
QC
585
Quent Capital
New York
$128K
WANY
586
Wealthspire Advisors (New York)
New York
$124K
JFA
587
JNBA Financial Advisors
Minnesota
$119K
NRG
588
Nemes Rush Group
Michigan
$118K
HBT
589
Hills Bank & Trust
Iowa
$116K
MCM
590
Manchester Capital Management
Vermont
$114K
BBHC
591
Brown Brothers Harriman & Co
New York
$111K
AG
592
AmeriFlex Group
Nevada
$111K
HFS
593
Hantz Financial Services
Michigan
$110K
Simplex Trading
594
Simplex Trading
Illinois
$104K
CAM
595
Clarity Asset Management
Iowa
$103K
JWA
596
JFS Wealth Advisors
Pennsylvania
$102K
VCM
597
Versant Capital Management
Arizona
$101K
CAL
598
Capital Advisors Ltd
Ohio
$100K
AAS
599
Ameritas Advisory Services
Nebraska
$97.3K
CFO
600
CVA Family Office
Colorado
$93K