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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
WAS
651
Winch Advisory Services
Wisconsin
$47.7K
LB
652
Legacy Bridge
Iowa
$47.3K
WAM
653
WFA Asset Management
Wisconsin
$47.1K
NEWAS
654
N.E.W. Advisory Services
Wisconsin
$46.4K
CYG
655
Clean Yield Group
Vermont
$46.3K
FC
656
Financial Consulate
Maryland
$45.7K
SV
657
Stilwell Value
New York
$45.4K
PMFA
658
Plante Moran Financial Advisors
Michigan
$45.3K
DWS
659
Dynamic Wealth Strategies
California
$43.8K
WBC
660
Westpac Banking Corp
Australia
$42.4K
PFBT
661
Parkside Financial Bank & Trust
Missouri
$40.6K
NWM
662
Navigoe Wealth Management
California
$40K
JFGIW
663
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$39.6K
FCT
664
First Community Trust
Iowa
$39.5K
MPWT
665
MassMutual Private Wealth & Trust
Connecticut
$38.9K
SIM
666
Sentry Investment Management
Wisconsin
$38K
FGA
667
Fortis Group Advisors
New Jersey
$38K
GWSG
668
GPS Wealth Strategies Group
Colorado
$37.3K
PAG
669
Paladin Advisory Group
Iowa
$37.2K
Group One Trading
670
Group One Trading
Illinois
$36.6K
BLC
671
Brown, Lisle/Cummings
Rhode Island
$35.1K
BTD
672
BankPlus Trust Department
Mississippi
$35K
AIM
673
Anchor Investment Management
South Carolina
$34.3K
FFO
674
Fortitude Family Office
Arizona
$33.7K
PWAM
675
Private Wealth Asset Management
Iowa
$33.4K