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Principal Financial Group

797 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, 312 increasing their positions, 266 reducing their positions, and 97 closing their positions.

Holders
797
Holders Change
-35
Holders Change %
-4.21%
% of All Funds
10.7%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
82
Increased
312
Reduced
266
Closed
97
Calls
$8.6M
Puts
$5.67M
Net Calls
+$2.93M
Net Calls Change
+$940K
Name Market Value Shares Shares
Change
Shares
Change %
TWD
676
True Wealth Design
Ohio
$20.7K 261 +160 +158%
KFI
677
Key Financial Inc
Pennsylvania
$20.1K 253
YP
678
YANKCOM Partnership
South Dakota
$19.7K 248
DJSG
679
D.J. St. Germain
Massachusetts
$19K 239 -62 -21%
FP
680
Financial Perspectives
Minnesota
$18.9K 238 -76 -24%
GBT
681
Grove Bank & Trust
Florida
$18.7K 236 +27 +13%
VNA
682
Valley National Advisers
Pennsylvania
$18K 235 -1 -0.4%
TSMHT
683
Thurston Springer Miller Herd & Titak
Indiana
$17.7K 223 +100 +81%
GKIM
684
GW&K Investment Management
Massachusetts
$17K 212 +76 +56%
SA
685
SRH Advisors
Kansas
$16.8K 211
DIP
686
DT Investment Partners
Pennsylvania
$16.7K 210
FHA
687
First Horizon Advisors
Tennessee
$16.7K 209
FFA
688
Frazier Financial Advisors
Ohio
$16.5K 208 +142 +215%
ACA
689
Atlas Capital Advisors
Wyoming
$16.5K 208 -1,610 -89%
KTC
690
Kentucky Trust Company
Kentucky
$15.9K 200
TCOT
691
Trust Company of Toledo
Ohio
$15.9K 200 +200 New
NECFA
692
New England Capital Financial Advisors
Connecticut
$15.9K 200 +200 New
CT
693
Clearstead Trust
Maine
$15.7K 198 -28 -12%
USB
694
Union Savings Bank
Connecticut
$15.2K 195
ABWM
695
Alpine Bank Wealth Management
Colorado
$15K 189
SIS
696
Strategic Investment Solutions
Illinois
$15K 189
ST
697
Smithfield Trust
Pennsylvania
$15K 190
NS
698
NBC Securities
Alabama
$15K 190
SS
699
SBI Securities
Japan
$14.7K 185 -24 -11%
IRC
700
Investors Research Corp
Georgia
$13.7K 173