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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
KFI
701
Key Financial Inc
Pennsylvania
$21K
FHC
702
First Horizon Corporation
Tennessee
$19.9K
DJSG
703
D.J. St. Germain
Massachusetts
$19.8K
FP
704
Financial Perspectives
Minnesota
$19.7K
GBT
705
Grove Bank & Trust
Florida
$19.6K
CT
706
Caldwell Trust
Florida
$19.5K
VNA
707
Valley National Advisers
Pennsylvania
$19K
GKIM
708
GW&K Investment Management
Massachusetts
$19K
CTB
709
Country Trust Bank
Illinois
$18.3K
SA
710
SRH Advisors
Kansas
$17.5K
DIP
711
DT Investment Partners
Pennsylvania
$17.4K
FFA
712
Frazier Financial Advisors
Ohio
$17.2K
NECFA
713
New England Capital Financial Advisors
Connecticut
$16.6K
TCOT
714
Trust Company of Toledo
Ohio
$16.6K
KTC
715
Kentucky Trust Company
Kentucky
$16.6K
ST
716
Smithfield Trust
Pennsylvania
$16K
NS
717
NBC Securities
Alabama
$15.8K
ABWM
718
Alpine Bank Wealth Management
Colorado
$15.7K
SIS
719
Strategic Investment Solutions
Illinois
$15.7K
SS
720
SBI Securities
Japan
$15.3K
SWP
721
Strategic Wealth Partners
Ohio
$14.3K
IRC
722
Investors Research Corp
Georgia
$14.3K
TFG
723
Team Financial Group
California
$14.3K
SWM
724
Spire Wealth Management
Virginia
$14.3K
BGAI
725
Bruce G. Allen Investments
Colorado
$14.1K