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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
UB
576
UMB Bank
Missouri
$176K
AIP
577
Ameritas Investment Partners
Nebraska
$175K
HI
578
Harbour Investments
Wisconsin
$172K
AIM
579
AXA Investment Managers
France
$158K
VanEck Associates
580
VanEck Associates
New York
$151K
CAL
581
Capital Analysts LLC
Pennsylvania
$150K
WFA
582
West Financial Advisors
Iowa
$150K
SCM
583
Silvant Capital Management
Georgia
$145K
CTC
584
Central Trust Company
Missouri
$145K
MR
585
Munich Reinsurance
$144K
MG
586
Mather Group
Illinois
$144K
CFS
587
Compass Financial Services
Iowa
$139K
GRP
588
Global Retirement Partners
California
$136K
HIA
589
Harbor Investment Advisory
Maryland
$131K
PA
590
Parallel Advisors
California
$130K
RBI
591
Raiffeisen Bank International
Austria
$129K
LFA
592
LGT Financial Advisors
Texas
$128K
QC
593
Quent Capital
New York
$128K
WANY
594
Wealthspire Advisors (New York)
New York
$124K
JFA
595
JNBA Financial Advisors
Minnesota
$119K
NRG
596
Nemes Rush Group
Michigan
$118K
HBT
597
Hills Bank & Trust
Iowa
$116K
MCM
598
Manchester Capital Management
Vermont
$114K
BBHC
599
Brown Brothers Harriman & Co
New York
$111K
AG
600
AmeriFlex Group
Nevada
$111K