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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
BI
601
Binnacle Investments
Iowa
$61.1K
PTC
602
Private Trust Company
Ohio
$61K
CA
603
Clearstead Advisors
Ohio
$60.9K
C
604
Covestor
United Kingdom
$60K
SC
605
Stephens Consulting
Michigan
$57.7K
BF
606
BOK Financial
Oklahoma
$56.8K
GGI
607
Godsey & Gibb Inc
Virginia
$55.6K
WA
608
Whipplewood Advisors
Colorado
$55.6K
WAM
609
WFA Asset Management
Wisconsin
$54K
MCM
610
MV Capital Management
Maryland
$53.9K
PFP
611
Pinnacle Financial Partners
Tennessee
$52.7K
PMFA
612
Plante Moran Financial Advisors
Michigan
$51.9K
TF
613
Tompkins Financial
New York
$51.6K
BBHC
614
Brown Brothers Harriman & Co
New York
$51.3K
SIM
615
Sentry Investment Management
Wisconsin
$51K
CHC
616
City Holding Co
West Virginia
$50.4K
AF
617
Advisornet Financial
Minnesota
$49.6K
MSE
618
MUFG Securities EMEA
United Kingdom
$49.2K
BL
619
BFSG LLC
California
$48.4K
HFS
620
Hantz Financial Services
Michigan
$48K
GSWM
621
Golden State Wealth Management
California
$47.3K
HWM
622
Hemington Wealth Management
Virginia
$47K
HBW
623
Hazlett, Burt & Watson
West Virginia
$46K
SIA
624
Sit Investment Associates
Minnesota
$46K
DMBA
625
Deseret Mutual Benefit Administrators
Utah
$45.8K