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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
RBI
576
Raiffeisen Bank International
Austria
$106K
CFS
577
Compass Financial Services
Iowa
$103K
MCM
578
Manchester Capital Management
Vermont
$101K
SWM
579
Spire Wealth Management
Virginia
$99.9K
CAM
580
Clarity Asset Management
Iowa
$97.9K
JWA
581
JFS Wealth Advisors
Pennsylvania
$97.5K
CAL
582
Capital Advisors Ltd
Ohio
$95K
RFS
583
Richardson Financial Services
Massachusetts
$93K
VCM
584
Versant Capital Management
Arizona
$90.8K
OW
585
Olistico Wealth
Oklahoma
$90.3K
CFO
586
CVA Family Office
Colorado
$89.1K
CA
587
CoreCap Advisors
Michigan
$87.5K
OIAM
588
OFI Invest Asset Management
France
$82.7K
RWM
589
RMG Wealth Management
Wisconsin
$80.4K
PP
590
Pingora Partners
Wyoming
$79.4K
BTI
591
Blue Trust Inc
Georgia
$76.7K
SNB
592
Security National Bank
Nebraska
$76.3K
PB
593
Pinnacle Bancorp
Nebraska
$75.5K
LWCFA
594
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$75.5K
MYIA
595
Mount Yale Investment Advisors
Colorado
$74.5K
CFB
596
Cullen/Frost Bankers
Texas
$70K
TH
597
TCTC Holdings
Texas
$69.5K
TFM
598
TFC Financial Management
Massachusetts
$69.2K
FCAS
599
First Command Advisory Services
Texas
$68.6K
BI
600
Binnacle Investments
Iowa
$61.1K