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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
WAS
626
Winch Advisory Services
Wisconsin
$45.4K
LB
627
Legacy Bridge
Iowa
$45.3K
M
628
MOTCO
Texas
$45.2K
OL
629
OneFund LLC
Florida
$45K
NEWAS
630
N.E.W. Advisory Services
Wisconsin
$44.5K
CYG
631
Clean Yield Group
Vermont
$44.4K
OP
632
ORG Partners
Indiana
$44.2K
GM
633
GeoWealth Management
Illinois
$44K
MWM
634
MorganRosel Wealth Management
Colorado
$43.5K
SV
635
Stilwell Value
New York
$43.4K
CH
636
Cromwell Holdings
Wyoming
$42.1K
DWS
637
Dynamic Wealth Strategies
California
$41.9K
MPWT
638
MassMutual Private Wealth & Trust
Connecticut
$40.7K
WBC
639
Westpac Banking Corp
Australia
$40.6K
PFBT
640
Parkside Financial Bank & Trust
Missouri
$39.2K
PP
641
PrairieView Partners
Minnesota
$39K
NWM
642
Navigoe Wealth Management
California
$38K
JFGIW
643
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$38K
FCT
644
First Community Trust
Iowa
$37.8K
AG
645
AmeriFlex Group
Nevada
$37.1K
FGA
646
Fortis Group Advisors
New Jersey
$36.4K
CCA
647
Catalyst Capital Advisors
New York
$36K
GWSG
648
GPS Wealth Strategies Group
Colorado
$35.7K
PAG
649
Paladin Advisory Group
Iowa
$35.7K
Group One Trading
650
Group One Trading
Illinois
$35.5K