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Principal Financial Group

826 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, 290 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 (+$97.8M)

2.18% less ownership

Funds ownership: 73.89%71.71% (-2.2%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
826
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 +$62.1M
2 +$50.9M
3 +$50.9M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$40.5M
5
Goldman Sachs
Goldman Sachs
New York
+$34.6M

Top Sellers

1 -$315M
2 -$31M
3 -$26.4M
4
Verition Fund Management
Verition Fund Management
Connecticut
-$24.7M
5
UBS AM
UBS AM
Illinois
-$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
676
Miller Wealth Advisors
Colorado
$32.8K
MA
677
MCF Advisors
Kentucky
$32.7K
FIM
678
FWL Investment Management
Texas
$31.5K
CW
679
Curio Wealth
Maryland
$31.4K
PWA
680
Physician Wealth Advisors
Utah
$31K
C
681
Covestor
United Kingdom
$31K
TFA
682
Toth Financial Advisory
Virginia
$30.3K
TCM
683
TD Capital Management
Tennessee
$29.9K
TPCW
684
TD Private Client Wealth
New York
$29.5K
ANBT
685
American National Bank & Trust
Texas
$28.9K
SSG
686
Summit Securities Group
New York
$28.9K
CT
687
Colonial Trust
South Carolina
$27.8K
BIA
688
Bell Investment Advisors
California
$27.2K
CFB
689
Cullen/Frost Bankers
Texas
$26.2K
AF
690
Advisornet Financial
Minnesota
$26K
CWP
691
Concord Wealth Partners
Virginia
$25.7K
BWL
692
Bogart Wealth LLC
Virginia
$25.1K
NAAA
693
New Age Alpha Advisors
New York
$25K
OSNBOA
694
Old Second National Bank of Aurora
Illinois
$24.9K
FPF
695
First Pacific Financial
Washington
$24.7K
UCB
696
United Community Bank
South Carolina
$24K
HFS
697
Horizon Financial Services
North Carolina
$23.9K
PK
698
Pflug Koory
Nebraska
$23.6K
YP
699
YANKCOM Partnership
South Dakota
$23.4K
NSIM
700
North Star Investment Management
Illinois
$23K