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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
TCM
676
TD Capital Management
Tennessee
$29.9K
TPCW
677
TD Private Client Wealth
New York
$29.5K
ANBT
678
American National Bank & Trust
Texas
$28.9K
SSG
679
Summit Securities Group
New York
$28.9K
CT
680
Colonial Trust
South Carolina
$27.8K
BIA
681
Bell Investment Advisors
California
$27.2K
CFB
682
Cullen/Frost Bankers
Texas
$26.2K
AF
683
Advisornet Financial
Minnesota
$26K
CWP
684
Concord Wealth Partners
Virginia
$25.7K
BWL
685
Bogart Wealth LLC
Virginia
$25.1K
NAAA
686
New Age Alpha Advisors
New York
$25K
OSNBOA
687
Old Second National Bank of Aurora
Illinois
$24.9K
FPF
688
First Pacific Financial
Washington
$24.7K
UCB
689
United Community Bank
South Carolina
$24K
HFS
690
Horizon Financial Services
North Carolina
$23.9K
PK
691
Pflug Koory
Nebraska
$23.6K
YP
692
YANKCOM Partnership
South Dakota
$23.4K
NSIM
693
North Star Investment Management
Illinois
$23K
HRC
694
Hoertkorn Richard Charles
$22.6K
TWD
695
True Wealth Design
Ohio
$22.6K
SL
696
Salomon & Ludwin
Virginia
$22.2K
CFFP
697
Center for Financial Planning
Michigan
$21.9K
KFI
698
Key Financial Inc
Pennsylvania
$21K
FHC
699
First Horizon Corporation
Tennessee
$19.9K
DJSG
700
D.J. St. Germain
Massachusetts
$19.8K