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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
PTC
601
Private Trust Company
Ohio
$61K
CA
602
Clearstead Advisors
Ohio
$60.9K
C
603
Covestor
United Kingdom
$60K
SC
604
Stephens Consulting
Michigan
$57.7K
BF
605
BOK Financial
Oklahoma
$56.8K
GGI
606
Godsey & Gibb Inc
Virginia
$55.6K
WA
607
Whipplewood Advisors
Colorado
$55.6K
WAM
608
WFA Asset Management
Wisconsin
$54K
MCM
609
MV Capital Management
Maryland
$53.9K
PMFA
610
Plante Moran Financial Advisors
Michigan
$51.9K
TF
611
Tompkins Financial
New York
$51.6K
BBHC
612
Brown Brothers Harriman & Co
New York
$51.3K
SIM
613
Sentry Investment Management
Wisconsin
$51K
CHC
614
City Holding Co
West Virginia
$50.4K
AF
615
Advisornet Financial
Minnesota
$49.6K
MSE
616
MUFG Securities EMEA
United Kingdom
$49.2K
FAM
617
Flaharty Asset Management
Florida
$48.4K
BL
618
BFSG LLC
California
$48.4K
HFS
619
Hantz Financial Services
Michigan
$48K
GSWM
620
Golden State Wealth Management
California
$47.3K
HWM
621
Hemington Wealth Management
Virginia
$47K
HBW
622
Hazlett, Burt & Watson
West Virginia
$46K
SIA
623
Sit Investment Associates
Minnesota
$46K
DMBA
624
Deseret Mutual Benefit Administrators
Utah
$45.8K
WAS
625
Winch Advisory Services
Wisconsin
$45.4K