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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
IRC
726
Investors Research Corp
Georgia
$14.3K
TFG
727
Team Financial Group
California
$14.3K
SWM
728
Spire Wealth Management
Virginia
$14.3K
BGAI
729
Bruce G. Allen Investments
Colorado
$14.1K
HWA
730
HHM Wealth Advisors
Tennessee
$14K
MAM
731
Marquette Asset Management
Minnesota
$13.9K
SIC
732
SJS Investment Consulting
Ohio
$13.8K
ADL
733
Asset Dedication LLC
California
$13.3K
TCOV
734
Trust Company of Vermont
Vermont
$13K
ZBNA
735
Zions Bancorporation, National Association
Utah
$12.9K
CBT
736
CoreFirst Bank & Trust
Kansas
$12.4K
PWMG
737
Private Wealth Management Group
New Jersey
$12.1K
BFS
738
Burkett Financial Services
South Carolina
$11.3K
HIW
739
Holos Integrated Wealth
Pennsylvania
$11K
VWM
740
Vermillion Wealth Management
Minnesota
$10.9K
RF
741
Rossby Financial
Florida
$10.7K
KFP
742
Kerr Financial Planning
California
$10.5K
MAM
743
Meeder Asset Management
Ohio
$10.4K
AA
744
Ancora Advisors
Ohio
$10.3K
PP
745
PFS Partners
New Jersey
$10.2K
PPA
746
Painted Porch Advisors
California
$9.87K
RFG
747
REAP Financial Group
Texas
$9.55K
S
748
Sachetta
Massachusetts
$9.54K
BWAM
749
Boyd Watterson Asset Management
Ohio
$9.54K
MFT
750
Moisand Fitzgerald Tamayo
Florida
$9.12K