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Principal Financial Group

809 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, 273 reducing their positions, and 98 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: 834809 (-25)

5% less capital invested

Capital invested by funds: $13.9B → $13.1B (-$751M)

16% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 98

Holders
809
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
WSFS
576
Wilmington Savings Fund Society
Delaware
$109K
RBI
577
Raiffeisen Bank International
Austria
$106K
CFS
578
Compass Financial Services
Iowa
$103K
MCM
579
Manchester Capital Management
Vermont
$101K
SWM
580
Spire Wealth Management
Virginia
$99.9K
CAM
581
Clarity Asset Management
Iowa
$97.9K
JWA
582
JFS Wealth Advisors
Pennsylvania
$97.5K
CAL
583
Capital Advisors Ltd
Ohio
$95K
RFS
584
Richardson Financial Services
Massachusetts
$93K
VCM
585
Versant Capital Management
Arizona
$90.8K
OW
586
Olistico Wealth
Oklahoma
$90.3K
CFO
587
CVA Family Office
Colorado
$89.1K
CA
588
CoreCap Advisors
Michigan
$87.5K
OIAM
589
OFI Invest Asset Management
France
$82.7K
RWM
590
RMG Wealth Management
Wisconsin
$80.4K
PP
591
Pingora Partners
Wyoming
$79.4K
BTI
592
Blue Trust Inc
Georgia
$76.7K
SNB
593
Security National Bank
Nebraska
$76.3K
PB
594
Pinnacle Bancorp
Nebraska
$75.5K
LWCFA
595
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$75.5K
MYIA
596
Mount Yale Investment Advisors
Colorado
$74.5K
CFB
597
Cullen/Frost Bankers
Texas
$70K
TH
598
TCTC Holdings
Texas
$69.5K
TFM
599
TFC Financial Management
Massachusetts
$69.2K
FCAS
600
First Command Advisory Services
Texas
$68.6K