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Principal Financial Group

826 hedge funds and large institutions have $13.3B invested in Principal Financial Group in 2025 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 290 increasing their positions, 272 reducing their positions, and 54 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 funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% more capital invested

Capital invested by funds: $13.2B → $13.3B (+$97.8M)

2.18% less ownership

Funds ownership: 73.89%71.71% (-2.2%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
826
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 +$62.1M
2 +$50.9M
3 +$50.9M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$40.5M
5
Goldman Sachs
Goldman Sachs
New York
+$34.6M

Top Sellers

1 -$315M
2 -$31M
3 -$26.4M
4
Verition Fund Management
Verition Fund Management
Connecticut
-$24.7M
5
UBS AM
UBS AM
Illinois
-$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
601
Manchester Capital Management
Vermont
$114K
BBHC
602
Brown Brothers Harriman & Co
New York
$111K
AG
603
AmeriFlex Group
Nevada
$111K
HFS
604
Hantz Financial Services
Michigan
$110K
Simplex Trading
605
Simplex Trading
Illinois
$104K
CAM
606
Clarity Asset Management
Iowa
$103K
JWA
607
JFS Wealth Advisors
Pennsylvania
$102K
VCM
608
Versant Capital Management
Arizona
$101K
CAL
609
Capital Advisors Ltd
Ohio
$100K
AAS
610
Ameritas Advisory Services
Nebraska
$97.3K
CFO
611
CVA Family Office
Colorado
$93K
RFS
612
Richardson Financial Services
Massachusetts
$92K
CA
613
CoreCap Advisors
Michigan
$90.5K
BI
614
Binnacle Investments
Iowa
$87.1K
PP
615
Pingora Partners
Wyoming
$82.9K
GIA
616
GHP Investment Advisors
Colorado
$82.8K
BTI
617
Blue Trust Inc
Georgia
$81.8K
RFP
618
Root Financial Partners
California
$81.3K
LFG
619
Larson Financial Group
Missouri
$80.4K
GWM
620
Geneos Wealth Management
Colorado
$79.7K
SNB
621
Security National Bank
Nebraska
$79.6K
PB
622
Pinnacle Bancorp
Nebraska
$78.8K
RWM
623
RMG Wealth Management
Wisconsin
$78.8K
LWCFA
624
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$75.5K
CA
625
Clearstead Advisors
Ohio
$75.2K