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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 %
GIA
651
GHP Investment Advisors
Colorado
$30.5K 384
CW
652
Curio Wealth
Maryland
$30.1K 379 +378 +37,800%
QL
653
Quarry LP
New York
$30.1K 379 +379 New
PWA
654
Physician Wealth Advisors
Utah
$29.7K 374
RAM
655
Riggs Asset Management
Pennsylvania
$29.5K 372
TFA
656
Toth Financial Advisory
Virginia
$29K 365
BIA
657
Bell Investment Advisors
California
$28.4K 358
TCM
658
TD Capital Management
Tennessee
$28.3K 357 +4 +1%
ANBT
659
American National Bank & Trust
Texas
$27.7K 349 +349 New
TCM
660
Traub Capital Management
Massachusetts
$26.3K 331 +331 New
Acadian Asset Management
661
Acadian Asset Management
Massachusetts
$25K 321 -100,313 -100%
OLVIG
662
Oliver Lagore Vanvalin Investment Group
Michigan
$25K 296 +296 New
CWP
663
Concord Wealth Partners
Virginia
$24.6K 310
TPCW
664
TD Private Client Wealth
New York
$24.5K 309 +3 +1%
MAM
665
Meeder Asset Management
Ohio
$24.3K 306 +68 +29%
NAAA
666
New Age Alpha Advisors
New York
$24K 302
BWL
667
Bogart Wealth LLC
Virginia
$23.8K 300 -6 -2%
OSNBOA
668
Old Second National Bank of Aurora
Illinois
$23.8K 300
FPF
669
First Pacific Financial
Washington
$23.4K 295
PK
670
Pflug Koory
Nebraska
$22.6K 285
NSIM
671
North Star Investment Management
Illinois
$22K 277
NC
672
NewSquare Capital
Pennsylvania
$21.7K 1,850 -215 -10%
HRC
673
Hoertkorn Richard Charles
$21.6K 272
BCMLT
674
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.1K 265 +1 +0.4%
CFFP
675
Center for Financial Planning
Michigan
$21K 264