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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
HWA
726
HHM Wealth Advisors
Tennessee
$14K
MAM
727
Marquette Asset Management
Minnesota
$13.9K
SIC
728
SJS Investment Consulting
Ohio
$13.8K
ADL
729
Asset Dedication LLC
California
$13.3K
TCOV
730
Trust Company of Vermont
Vermont
$13K
ZBNA
731
Zions Bancorporation, National Association
Utah
$12.9K
CBT
732
CoreFirst Bank & Trust
Kansas
$12.4K
PWMG
733
Private Wealth Management Group
New Jersey
$12.1K
BFS
734
Burkett Financial Services
South Carolina
$11.3K
HIW
735
Holos Integrated Wealth
Pennsylvania
$11K
VWM
736
Vermillion Wealth Management
Minnesota
$10.9K
RF
737
Rossby Financial
Florida
$10.7K
KFP
738
Kerr Financial Planning
California
$10.5K
MAM
739
Meeder Asset Management
Ohio
$10.4K
AA
740
Ancora Advisors
Ohio
$10.3K
PP
741
PFS Partners
New Jersey
$10.2K
PPA
742
Painted Porch Advisors
California
$9.87K
RFG
743
REAP Financial Group
Texas
$9.55K
BWAM
744
Boyd Watterson Asset Management
Ohio
$9.54K
S
745
Sachetta
Massachusetts
$9.54K
MFT
746
Moisand Fitzgerald Tamayo
Florida
$9.12K
RA
747
Rise Advisors
New York
$8.54K
PGAM
748
Princeton Global Asset Management
New Jersey
$8.46K
WTC
749
WhitTier Trust Company
Nevada
$8.42K
FNWA
750
Financial Network Wealth Advisors
Utah
$8.29K