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Principal Financial Group

807 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, 314 increasing their positions, 272 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

3% less funds holding

Funds holding: 833807 (-26)

5% less capital invested

Capital invested by funds: $13.8B → $13.1B (-$749M)

15% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 97

Holders
807
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.4M
Puts
$8.31M
Net Calls
Net Calls Change

Top Buyers

1 +$86.1M
2 +$52.7M
3 +$52.2M
4
BlackRock
BlackRock
New York
+$48.9M
5
Victory Capital Management
Victory Capital Management
Texas
+$46.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BTD
651
BankPlus Trust Department
Mississippi
$33.5K
AIM
652
Anchor Investment Management
South Carolina
$32.9K
FFO
653
Fortitude Family Office
Arizona
$32.2K
CT
654
Colonial Trust
South Carolina
$32K
PWAM
655
Private Wealth Asset Management
Iowa
$32K
MWA
656
Miller Wealth Advisors
Colorado
$31.5K
MA
657
MCF Advisors
Kentucky
$31.3K
GIA
658
GHP Investment Advisors
Colorado
$30.5K
CW
659
Curio Wealth
Maryland
$30.1K
QL
660
Quarry LP
New York
$30.1K
PWA
661
Physician Wealth Advisors
Utah
$29.7K
RAM
662
Riggs Asset Management
Pennsylvania
$29.5K
TFA
663
Toth Financial Advisory
Virginia
$29K
BIA
664
Bell Investment Advisors
California
$28.4K
TCM
665
TD Capital Management
Tennessee
$28.3K
ANBT
666
American National Bank & Trust
Texas
$27.7K
CAWM
667
Capital A Wealth Management
Pennsylvania
$26.6K
TCM
668
Traub Capital Management
Massachusetts
$26.3K
Acadian Asset Management
669
Acadian Asset Management
Massachusetts
$25K
OLVIG
670
Oliver Lagore Vanvalin Investment Group
Michigan
$25K
CWP
671
Concord Wealth Partners
Virginia
$24.6K
TPCW
672
TD Private Client Wealth
New York
$24.5K
MAM
673
Meeder Asset Management
Ohio
$24.3K
NAAA
674
New Age Alpha Advisors
New York
$24K
BWL
675
Bogart Wealth LLC
Virginia
$23.8K