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Principal Financial Group

809 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, 273 reducing their positions, and 98 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: 834809 (-25)

5% less capital invested

Capital invested by funds: $13.9B → $13.1B (-$751M)

16% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 98

Holders
809
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
NECFA
701
New England Capital Financial Advisors
Connecticut
$15.9K
TCOT
702
Trust Company of Toledo
Ohio
$15.9K
CT
703
Clearstead Trust
Maine
$15.7K
USB
704
Union Savings Bank
Connecticut
$15.2K
ABWM
705
Alpine Bank Wealth Management
Colorado
$15K
SIS
706
Strategic Investment Solutions
Illinois
$15K
ST
707
Smithfield Trust
Pennsylvania
$15K
NS
708
NBC Securities
Alabama
$15K
SS
709
SBI Securities
Japan
$14.7K
IRC
710
Investors Research Corp
Georgia
$13.7K
SWP
711
Strategic Wealth Partners
Ohio
$13.7K
TFG
712
Team Financial Group
California
$13.6K
BGAI
713
Bruce G. Allen Investments
Colorado
$13.5K
HWA
714
HHM Wealth Advisors
Tennessee
$13.4K
MAM
715
Marquette Asset Management
Minnesota
$13.3K
SIC
716
SJS Investment Consulting
Ohio
$13.1K
ADL
717
Asset Dedication LLC
California
$12.8K
QPBE
718
Quintet Private Bank (Europe)
Luxembourg
$12.7K
TCOV
719
Trust Company of Vermont
Vermont
$12.5K
ZBNA
720
Zions Bancorporation, National Association
Utah
$11.9K
CBT
721
CoreFirst Bank & Trust
Kansas
$11.9K
PWMG
722
Private Wealth Management Group
New Jersey
$11.5K
TIM
723
Total Investment Management
Arizona
$11.5K
SSG
724
Summit Securities Group
New York
$11K
BFS
725
Burkett Financial Services
South Carolina
$10.8K