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Principal Financial Group

819 hedge funds and large institutions have $13.2B invested in Principal Financial Group in 2025 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 284 increasing their positions, 274 reducing their positions, and 55 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1% more capital invested

Capital invested by funds: $13.2B → $13.2B (+$75.6M)

2.3% less ownership

Funds ownership: 73.89%71.59% (-2.3%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
819
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
PWA
676
Physician Wealth Advisors
Utah
$31K
C
677
Covestor
United Kingdom
$31K
TFA
678
Toth Financial Advisory
Virginia
$30.3K
TCM
679
TD Capital Management
Tennessee
$29.9K
TPCW
680
TD Private Client Wealth
New York
$29.5K
ANBT
681
American National Bank & Trust
Texas
$28.9K
SSG
682
Summit Securities Group
New York
$28.9K
CT
683
Colonial Trust
South Carolina
$27.8K
BIA
684
Bell Investment Advisors
California
$27.2K
CFB
685
Cullen/Frost Bankers
Texas
$26.2K
AF
686
Advisornet Financial
Minnesota
$26K
CWP
687
Concord Wealth Partners
Virginia
$25.7K
BWL
688
Bogart Wealth LLC
Virginia
$25.1K
NAAA
689
New Age Alpha Advisors
New York
$25K
OSNBOA
690
Old Second National Bank of Aurora
Illinois
$24.9K
FPF
691
First Pacific Financial
Washington
$24.7K
UCB
692
United Community Bank
South Carolina
$24K
HFS
693
Horizon Financial Services
North Carolina
$23.9K
PK
694
Pflug Koory
Nebraska
$23.6K
YP
695
YANKCOM Partnership
South Dakota
$23.4K
NSIM
696
North Star Investment Management
Illinois
$23K
HRC
697
Hoertkorn Richard Charles
$22.6K
TWD
698
True Wealth Design
Ohio
$22.6K
SL
699
Salomon & Ludwin
Virginia
$22.2K
CFFP
700
Center for Financial Planning
Michigan
$21.9K