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Principal Financial Group

813 hedge funds and large institutions have $13.2B invested in Principal Financial Group in 2025 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 282 increasing their positions, 272 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
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
PMFA
651
Plante Moran Financial Advisors
Michigan
$45.3K
DWS
652
Dynamic Wealth Strategies
California
$43.8K
WBC
653
Westpac Banking Corp
Australia
$42.4K
PFBT
654
Parkside Financial Bank & Trust
Missouri
$40.6K
NWM
655
Navigoe Wealth Management
California
$40K
JFGIW
656
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$39.6K
FCT
657
First Community Trust
Iowa
$39.5K
MPWT
658
MassMutual Private Wealth & Trust
Connecticut
$38.9K
SIM
659
Sentry Investment Management
Wisconsin
$38K
FGA
660
Fortis Group Advisors
New Jersey
$38K
GWSG
661
GPS Wealth Strategies Group
Colorado
$37.3K
PAG
662
Paladin Advisory Group
Iowa
$37.2K
Group One Trading
663
Group One Trading
Illinois
$36.6K
BLC
664
Brown, Lisle/Cummings
Rhode Island
$35.1K
BTD
665
BankPlus Trust Department
Mississippi
$35K
AIM
666
Anchor Investment Management
South Carolina
$34.3K
FFO
667
Fortitude Family Office
Arizona
$33.7K
PWAM
668
Private Wealth Asset Management
Iowa
$33.4K
MWA
669
Miller Wealth Advisors
Colorado
$32.8K
MA
670
MCF Advisors
Kentucky
$32.7K
FIM
671
FWL Investment Management
Texas
$31.5K
CW
672
Curio Wealth
Maryland
$31.4K
PWA
673
Physician Wealth Advisors
Utah
$31K
C
674
Covestor
United Kingdom
$31K
TFA
675
Toth Financial Advisory
Virginia
$30.3K