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Principal Financial Group

808 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, 279 increasing their positions, 270 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
808
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
JFGIW
651
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$39.6K
FCT
652
First Community Trust
Iowa
$39.5K
MPWT
653
MassMutual Private Wealth & Trust
Connecticut
$38.9K
SIM
654
Sentry Investment Management
Wisconsin
$38K
FGA
655
Fortis Group Advisors
New Jersey
$38K
GWSG
656
GPS Wealth Strategies Group
Colorado
$37.3K
PAG
657
Paladin Advisory Group
Iowa
$37.2K
Group One Trading
658
Group One Trading
Illinois
$36.6K
BLC
659
Brown, Lisle/Cummings
Rhode Island
$35.1K
BTD
660
BankPlus Trust Department
Mississippi
$35K
AIM
661
Anchor Investment Management
South Carolina
$34.3K
FFO
662
Fortitude Family Office
Arizona
$33.7K
PWAM
663
Private Wealth Asset Management
Iowa
$33.4K
MWA
664
Miller Wealth Advisors
Colorado
$32.8K
MA
665
MCF Advisors
Kentucky
$32.7K
FIM
666
FWL Investment Management
Texas
$31.5K
CW
667
Curio Wealth
Maryland
$31.4K
PWA
668
Physician Wealth Advisors
Utah
$31K
C
669
Covestor
United Kingdom
$31K
TFA
670
Toth Financial Advisory
Virginia
$30.3K
TCM
671
TD Capital Management
Tennessee
$29.9K
TPCW
672
TD Private Client Wealth
New York
$29.5K
ANBT
673
American National Bank & Trust
Texas
$28.9K
SSG
674
Summit Securities Group
New York
$28.9K
CT
675
Colonial Trust
South Carolina
$27.8K