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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
LB
626
Legacy Bridge
Iowa
$45.3K
M
627
MOTCO
Texas
$45.2K
OL
628
OneFund LLC
Florida
$45K
NEWAS
629
N.E.W. Advisory Services
Wisconsin
$44.5K
CYG
630
Clean Yield Group
Vermont
$44.4K
OP
631
ORG Partners
Indiana
$44.2K
GM
632
GeoWealth Management
Illinois
$44K
MWM
633
MorganRosel Wealth Management
Colorado
$43.5K
SV
634
Stilwell Value
New York
$43.4K
CH
635
Cromwell Holdings
Wyoming
$42.1K
DWS
636
Dynamic Wealth Strategies
California
$41.9K
MPWT
637
MassMutual Private Wealth & Trust
Connecticut
$40.7K
WBC
638
Westpac Banking Corp
Australia
$40.6K
PFBT
639
Parkside Financial Bank & Trust
Missouri
$39.2K
PP
640
PrairieView Partners
Minnesota
$39K
NWM
641
Navigoe Wealth Management
California
$38K
JFGIW
642
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$38K
FCT
643
First Community Trust
Iowa
$37.8K
AG
644
AmeriFlex Group
Nevada
$37.1K
FGA
645
Fortis Group Advisors
New Jersey
$36.4K
CCA
646
Catalyst Capital Advisors
New York
$36K
GWSG
647
GPS Wealth Strategies Group
Colorado
$35.7K
PAG
648
Paladin Advisory Group
Iowa
$35.7K
Group One Trading
649
Group One Trading
Illinois
$35.5K
BLC
650
Brown, Lisle/Cummings
Rhode Island
$33.6K