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Principal Financial Group

797 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, 312 increasing their positions, 266 reducing their positions, and 97 closing their positions.

Holders
797
Holders Change
-35
Holders Change %
-4.21%
% of All Funds
10.7%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
82
Increased
312
Reduced
266
Closed
97
Calls
$8.6M
Puts
$5.67M
Net Calls
+$2.93M
Net Calls Change
+$940K
Name Market Value Shares Shares
Change
Shares
Change %
WAM
601
WFA Asset Management
Wisconsin
$54K 688 +4 +0.6%
MCM
602
MV Capital Management
Maryland
$53.9K 679 +473 +230%
PMFA
603
Plante Moran Financial Advisors
Michigan
$51.9K 654 +108 +20%
TF
604
Tompkins Financial
New York
$51.6K 650
BBHC
605
Brown Brothers Harriman & Co
New York
$51.3K 646 +160 +33%
SIM
606
Sentry Investment Management
Wisconsin
$51K 628
CHC
607
City Holding Co
West Virginia
$50.4K 635
AF
608
Advisornet Financial
Minnesota
$49.6K 625 +304 +95%
MSE
609
MUFG Securities EMEA
United Kingdom
$49.2K 620 +620 New
FAM
610
Flaharty Asset Management
Florida
$48.4K 609
BL
611
BFSG LLC
California
$48.4K 609 +18 +3%
HFS
612
Hantz Financial Services
Michigan
$48K 604 +407 +207%
GSWM
613
Golden State Wealth Management
California
$47.3K 596
HWM
614
Hemington Wealth Management
Virginia
$47K 593 +5 +0.9%
HBW
615
Hazlett, Burt & Watson
West Virginia
$46K 583
SIA
616
Sit Investment Associates
Minnesota
$46K 575
DMBA
617
Deseret Mutual Benefit Administrators
Utah
$45.8K 577
WAS
618
Winch Advisory Services
Wisconsin
$45.4K 572 -46 -7%
LB
619
Legacy Bridge
Iowa
$45.3K 570
M
620
MOTCO
Texas
$45.2K 581 -25 -4%
OL
621
OneFund LLC
Florida
$45K 565 +565 New
NEWAS
622
N.E.W. Advisory Services
Wisconsin
$44.5K 560 -118 -17%
CYG
623
Clean Yield Group
Vermont
$44.4K 559
OP
624
ORG Partners
Indiana
$44.2K 547 +39 +8%
GM
625
GeoWealth Management
Illinois
$44K 554 +86 +18%