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