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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
HRC
701
Hoertkorn Richard Charles
$22.6K
TWD
702
True Wealth Design
Ohio
$22.6K
SL
703
Salomon & Ludwin
Virginia
$22.2K
CFFP
704
Center for Financial Planning
Michigan
$21.9K
KFI
705
Key Financial Inc
Pennsylvania
$21K
FHC
706
First Horizon Corporation
Tennessee
$19.9K
DJSG
707
D.J. St. Germain
Massachusetts
$19.8K
FP
708
Financial Perspectives
Minnesota
$19.7K
GBT
709
Grove Bank & Trust
Florida
$19.6K
CT
710
Caldwell Trust
Florida
$19.5K
VNA
711
Valley National Advisers
Pennsylvania
$19K
GKIM
712
GW&K Investment Management
Massachusetts
$19K
CTB
713
Country Trust Bank
Illinois
$18.3K
SA
714
SRH Advisors
Kansas
$17.5K
DIP
715
DT Investment Partners
Pennsylvania
$17.4K
FFA
716
Frazier Financial Advisors
Ohio
$17.2K
KTC
717
Kentucky Trust Company
Kentucky
$16.6K
NECFA
718
New England Capital Financial Advisors
Connecticut
$16.6K
TCOT
719
Trust Company of Toledo
Ohio
$16.6K
ST
720
Smithfield Trust
Pennsylvania
$16K
NS
721
NBC Securities
Alabama
$15.8K
ABWM
722
Alpine Bank Wealth Management
Colorado
$15.7K
SIS
723
Strategic Investment Solutions
Illinois
$15.7K
SS
724
SBI Securities
Japan
$15.3K
SWP
725
Strategic Wealth Partners
Ohio
$14.3K