Principal Financial Group
825 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, 289 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 (+$97.6M)
2.18% less ownership
Funds ownership: 73.88% → 71.7% (-2.2%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Holders
825
Holding in Top 10
4
Calls
$14.3M
Puts
$3.02M
Top Buyers
| 1 | +$62.1M | |
| 2 | +$50.9M | |
| 3 | +$50.9M | |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$40.5M |
| 5 |
Goldman Sachs
New York
|
+$34.6M |
Top Sellers
| 1 | -$315M | |
| 2 | -$31M | |
| 3 | -$26.4M | |
| 4 |
Verition Fund Management
Greenwich,
Connecticut
|
-$24.7M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$23.9M |
