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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
Walleye Capital
626
Walleye Capital
New York
$73.2K
TH
627
TCTC Holdings
Texas
$72.5K
TFM
628
TFC Financial Management
Massachusetts
$72.2K
CCA
629
Catalyst Capital Advisors
New York
$72K
FCAS
630
First Command Advisory Services
Texas
$71.6K
AUB
631
Atlantic Union Bankshares
Virginia
$66.7K
BF
632
BOK Financial
Oklahoma
$65.6K
PTC
633
Private Trust Company
Ohio
$63.8K
HWA
634
Heartwood Wealth Advisors
Virginia
$63.2K
SC
635
Stephens Consulting
Michigan
$60.1K
HBW
636
Hazlett, Burt & Watson
West Virginia
$59K
WA
637
Whipplewood Advisors
Colorado
$58K
GGI
638
Godsey & Gibb Inc
Virginia
$58K
MCM
639
MV Capital Management
Maryland
$56.3K
TF
640
Tompkins Financial
New York
$53.9K
CH
641
Cromwell Holdings
Wyoming
$53.2K
CHC
642
City Holding Co
West Virginia
$52.6K
BL
643
BFSG LLC
California
$51.6K
HWM
644
Hemington Wealth Management
Virginia
$50K
GSWM
645
Golden State Wealth Management
California
$49.4K
OL
646
OneFund LLC
Florida
$48.4K
OP
647
ORG Partners
Indiana
$48.3K
M
648
MOTCO
Texas
$48.2K
SIA
649
Sit Investment Associates
Minnesota
$48K
DMBA
650
Deseret Mutual Benefit Administrators
Utah
$47.8K