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Principal Financial Group

809 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, 273 reducing their positions, and 98 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: 834809 (-25)

5% less capital invested

Capital invested by funds: $13.9B → $13.1B (-$751M)

16% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 98

Holders
809
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
BWL
676
Bogart Wealth LLC
Virginia
$23.8K
OSNBOA
677
Old Second National Bank of Aurora
Illinois
$23.8K
FPF
678
First Pacific Financial
Washington
$23.4K
PK
679
Pflug Koory
Nebraska
$22.6K
NSIM
680
North Star Investment Management
Illinois
$22K
NC
681
NewSquare Capital
Pennsylvania
$21.7K
HRC
682
Hoertkorn Richard Charles
$21.6K
BCMLT
683
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.1K
CFFP
684
Center for Financial Planning
Michigan
$21K
TWD
685
True Wealth Design
Ohio
$20.7K
KFI
686
Key Financial Inc
Pennsylvania
$20.1K
YP
687
YANKCOM Partnership
South Dakota
$19.7K
DJSG
688
D.J. St. Germain
Massachusetts
$19K
FP
689
Financial Perspectives
Minnesota
$18.9K
GBT
690
Grove Bank & Trust
Florida
$18.7K
CT
691
Caldwell Trust
Florida
$18.7K
VNA
692
Valley National Advisers
Pennsylvania
$18K
TSMHT
693
Thurston Springer Miller Herd & Titak
Indiana
$17.7K
GKIM
694
GW&K Investment Management
Massachusetts
$17K
SA
695
SRH Advisors
Kansas
$16.8K
DIP
696
DT Investment Partners
Pennsylvania
$16.7K
FHA
697
First Horizon Advisors
Tennessee
$16.7K
FFA
698
Frazier Financial Advisors
Ohio
$16.5K
ACA
699
Atlas Capital Advisors
Wyoming
$16.5K
KTC
700
Kentucky Trust Company
Kentucky
$15.9K