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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 %
MWM
626
MorganRosel Wealth Management
Colorado
$43.5K 548
SV
627
Stilwell Value
New York
$43.4K 547
CH
628
Cromwell Holdings
Wyoming
$42.1K 530 +28 +6%
DWS
629
Dynamic Wealth Strategies
California
$41.9K 528
MPWT
630
MassMutual Private Wealth & Trust
Connecticut
$40.7K 512 +45 +10%
WBC
631
Westpac Banking Corp
Australia
$40.6K 511
PFBT
632
Parkside Financial Bank & Trust
Missouri
$39.2K 494 +14 +3%
PP
633
PrairieView Partners
Minnesota
$39K 499
NWM
634
Navigoe Wealth Management
California
$38K 488
JFGIW
635
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$38K 478
FCT
636
First Community Trust
Iowa
$37.8K 476 -341 -42%
AG
637
AmeriFlex Group
Nevada
$37.1K 473 +21 +5%
FGA
638
Fortis Group Advisors
New Jersey
$36.4K 458
CCA
639
Catalyst Capital Advisors
New York
$36K 453 -600 -57%
GWSG
640
GPS Wealth Strategies Group
Colorado
$35.7K 450 +6 +1%
PAG
641
Paladin Advisory Group
Iowa
$35.7K 449
Group One Trading
642
Group One Trading
Illinois
$35.5K 447 +447 New
BLC
643
Brown, Lisle/Cummings
Rhode Island
$33.6K 423
BTD
644
BankPlus Trust Department
Mississippi
$33.5K 422
AIM
645
Anchor Investment Management
South Carolina
$32.9K 414
FFO
646
Fortitude Family Office
Arizona
$32.2K 406 -20 -5%
CT
647
Colonial Trust
South Carolina
$32K 403 +56 +16%
PWAM
648
Private Wealth Asset Management
Iowa
$32K 403 +250 +163%
MWA
649
Miller Wealth Advisors
Colorado
$31.5K 396
MA
650
MCF Advisors
Kentucky
$31.3K 394