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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
HFS
601
Hantz Financial Services
Michigan
$110K
Simplex Trading
602
Simplex Trading
Illinois
$104K
CAM
603
Clarity Asset Management
Iowa
$103K
JWA
604
JFS Wealth Advisors
Pennsylvania
$102K
VCM
605
Versant Capital Management
Arizona
$101K
CAL
606
Capital Advisors Ltd
Ohio
$100K
AAS
607
Ameritas Advisory Services
Nebraska
$97.3K
CFO
608
CVA Family Office
Colorado
$93K
RFS
609
Richardson Financial Services
Massachusetts
$92K
CA
610
CoreCap Advisors
Michigan
$90.5K
BI
611
Binnacle Investments
Iowa
$87.1K
PP
612
Pingora Partners
Wyoming
$82.9K
GIA
613
GHP Investment Advisors
Colorado
$82.8K
BTI
614
Blue Trust Inc
Georgia
$81.8K
RFP
615
Root Financial Partners
California
$81.3K
LFG
616
Larson Financial Group
Missouri
$80.4K
GWM
617
Geneos Wealth Management
Colorado
$79.7K
SNB
618
Security National Bank
Nebraska
$79.6K
PB
619
Pinnacle Bancorp
Nebraska
$78.8K
RWM
620
RMG Wealth Management
Wisconsin
$78.8K
LWCFA
621
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$75.5K
CA
622
Clearstead Advisors
Ohio
$75.2K
Walleye Capital
623
Walleye Capital
New York
$73.2K
TH
624
TCTC Holdings
Texas
$72.5K
TFM
625
TFC Financial Management
Massachusetts
$72.2K