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Principal Financial Group

813 hedge funds and large institutions have $13.2B invested in Principal Financial Group in 2025 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 282 increasing their positions, 272 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
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
TCOV
726
Trust Company of Vermont
Vermont
$13K
ZBNA
727
Zions Bancorporation, National Association
Utah
$12.9K
CBT
728
CoreFirst Bank & Trust
Kansas
$12.4K
PWMG
729
Private Wealth Management Group
New Jersey
$12.1K
BFS
730
Burkett Financial Services
South Carolina
$11.3K
VWM
731
Vermillion Wealth Management
Minnesota
$10.9K
RF
732
Rossby Financial
Florida
$10.7K
KFPC
733
KERR FINANCIAL PLANNING Corp
California
$10.5K
MAM
734
Meeder Asset Management
Ohio
$10.4K
AA
735
Ancora Advisors
Ohio
$10.3K
PP
736
PFS Partners
New Jersey
$10.2K
RFG
737
REAP Financial Group
Texas
$9.55K
BWAM
738
Boyd Watterson Asset Management
Ohio
$9.54K
S
739
Sachetta
Massachusetts
$9.54K
MFT
740
Moisand Fitzgerald Tamayo
Florida
$9.12K
RA
741
Rise Advisors
New York
$8.54K
PGAM
742
Princeton Global Asset Management
New Jersey
$8.46K
WTC
743
WhitTier Trust Company
Nevada
$8.42K
AP
744
Atwood & Palmer
Missouri
$8.29K
AEPWM
745
Atlantic Edge Private Wealth Management
Florida
$8.29K
FNWA
746
Financial Network Wealth Advisors
Utah
$8.29K
GK
747
Graney & King
New York
$8.29K
AFG
748
Albion Financial Group
Utah
$8.29K
MSWA
749
Marshall & Sterling Wealth Advisors
New York
$6.88K
WCM
750
Westend Capital Management
California
$6.63K