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Principal Financial Group

797 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, 312 increasing their positions, 266 reducing their positions, and 97 closing their positions.

Holders
797
Holders Change
-35
Holders Change %
-4.21%
% of All Funds
10.7%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
82
Increased
312
Reduced
266
Closed
97
Calls
$8.6M
Puts
$5.67M
Net Calls
+$2.93M
Net Calls Change
+$940K
Name Market Value Shares Shares
Change
Shares
Change %
SWP
701
Strategic Wealth Partners
Ohio
$13.7K 173 +173 New
TFG
702
Team Financial Group
California
$13.6K 171 +171 New
BGAI
703
Bruce G. Allen Investments
Colorado
$13.5K 170 -42 -20%
HWA
704
HHM Wealth Advisors
Tennessee
$13.4K 169 – –
MAM
705
Marquette Asset Management
Minnesota
$13.3K 168 -5,534 -97%
SIC
706
SJS Investment Consulting
Ohio
$13.1K 165 -15 -8%
ADL
707
Asset Dedication LLC
California
$12.8K 161 – –
QPBE
708
Quintet Private Bank (Europe)
Luxembourg
$12.7K 160 +160 New
TCOV
709
Trust Company of Vermont
Vermont
$12.5K 157 – –
ZBNA
710
Zions Bancorporation, National Association
Utah
$11.9K 150 -254 -63%
CBT
711
CoreFirst Bank & Trust
Kansas
$11.9K 150 +150 New
PWMG
712
Private Wealth Management Group
New Jersey
$11.5K 145 -16 -10%
TIM
713
Total Investment Management
Arizona
$11.5K 145 +145 New
SSG
714
Summit Securities Group
New York
$11K 138 +138 New
BFS
715
Burkett Financial Services
South Carolina
$10.8K 135 +1 +0.7%
HIW
716
Holos Integrated Wealth
Pennsylvania
$10.6K 138 – –
Twin Tree Management
717
Twin Tree Management
Texas
$10.6K 133 +133 New
VWM
718
Vermillion Wealth Management
Minnesota
$10.5K 132 – –
BDPWM
719
Barnes Dennig Private Wealth Management
Ohio
$10.3K 130 +130 New
WTFG
720
Wood Tarver Financial Group
Idaho
$10K 130 – –
AA
721
Ancora Advisors
Ohio
$9.85K 124 +34 +38%
CPG
722
Cornerstone Planning Group
New Jersey
$9.82K 129 +5 +4%
PP
723
PFS Partners
New Jersey
$9.69K 122 +122 New
PPA
724
Painted Porch Advisors
California
$9.45K 119 – –
S
725
Sachetta
Massachusetts
$9.14K 115 – –