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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
CCA
626
Catalyst Capital Advisors
New York
$72K
FCAS
627
First Command Advisory Services
Texas
$71.6K
AUB
628
Atlantic Union Bankshares
Virginia
$66.7K
BF
629
BOK Financial
Oklahoma
$65.6K
PTC
630
Private Trust Company
Ohio
$63.8K
HWA
631
Heartwood Wealth Advisors
Virginia
$63.2K
SC
632
Stephens Consulting
Michigan
$60.1K
HBW
633
Hazlett, Burt & Watson
West Virginia
$59K
GGI
634
Godsey & Gibb Inc
Virginia
$58K
WA
635
Whipplewood Advisors
Colorado
$58K
TF
636
Tompkins Financial
New York
$53.9K
CH
637
Cromwell Holdings
Wyoming
$53.2K
CHC
638
City Holding Co
West Virginia
$52.6K
BL
639
BFSG LLC
California
$51.6K
HWM
640
Hemington Wealth Management
Virginia
$50K
GSWM
641
Golden State Wealth Management
California
$49.4K
OL
642
OneFund LLC
Florida
$48.4K
OP
643
ORG Partners
Indiana
$48.3K
M
644
MOTCO
Texas
$48.2K
SIA
645
Sit Investment Associates
Minnesota
$48K
DMBA
646
Deseret Mutual Benefit Administrators
Utah
$47.8K
WAS
647
Winch Advisory Services
Wisconsin
$47.7K
LB
648
Legacy Bridge
Iowa
$47.3K
WAM
649
WFA Asset Management
Wisconsin
$47.1K
NEWAS
650
N.E.W. Advisory Services
Wisconsin
$46.4K