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Principal Financial Group

808 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, 279 increasing their positions, 270 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
808
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
CTB
701
Country Trust Bank
Illinois
$18.3K
SA
702
SRH Advisors
Kansas
$17.5K
DIP
703
DT Investment Partners
Pennsylvania
$17.4K
FFA
704
Frazier Financial Advisors
Ohio
$17.2K
TCOT
705
Trust Company of Toledo
Ohio
$16.6K
KTC
706
Kentucky Trust Company
Kentucky
$16.6K
NECFA
707
New England Capital Financial Advisors
Connecticut
$16.6K
ST
708
Smithfield Trust
Pennsylvania
$16K
NS
709
NBC Securities
Alabama
$15.8K
ABWM
710
Alpine Bank Wealth Management
Colorado
$15.7K
SS
711
SBI Securities
Japan
$15.3K
IRC
712
Investors Research Corp
Georgia
$14.3K
SWP
713
Strategic Wealth Partners
Ohio
$14.3K
TFG
714
Team Financial Group
California
$14.3K
SWM
715
Spire Wealth Management
Virginia
$14.3K
BGAI
716
Bruce G. Allen Investments
Colorado
$14.1K
HWA
717
HHM Wealth Advisors
Tennessee
$14K
MAM
718
Marquette Asset Management
Minnesota
$13.9K
SIC
719
SJS Investment Consulting
Ohio
$13.8K
ADL
720
Asset Dedication LLC
California
$13.3K
TCOV
721
Trust Company of Vermont
Vermont
$13K
ZBNA
722
Zions Bancorporation, National Association
Utah
$12.9K
CBT
723
CoreFirst Bank & Trust
Kansas
$12.4K
PWMG
724
Private Wealth Management Group
New Jersey
$12.1K
BFS
725
Burkett Financial Services
South Carolina
$11.3K