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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
RA
751
Rise Advisors
New York
$8.54K
PGAM
752
Princeton Global Asset Management
New Jersey
$8.46K
WTC
753
WhitTier Trust Company
Nevada
$8.42K
AP
754
Atwood & Palmer
Missouri
$8.29K
GK
755
Graney & King
New York
$8.29K
AEPWM
756
Atlantic Edge Private Wealth Management
Florida
$8.29K
FNWA
757
Financial Network Wealth Advisors
Utah
$8.29K
AFG
758
Albion Financial Group
Utah
$8.29K
MSWA
759
Marshall & Sterling Wealth Advisors
New York
$6.88K
WCM
760
Westend Capital Management
California
$6.63K
POIA
761
Pin Oak Investment Advisors
Texas
$6.47K
Q1WB
762
Quest 10 Wealth Builders
Virginia
$6.44K
MHR
763
Matthew Hamilton Rosenberg
$6.22K
VFM
764
Vision Financial Markets
Connecticut
$6.2K
LWMI
765
Legacy Wealth Management (Idaho)
Idaho
$5.97K
ME
766
McIlrath & Eck
Washington
$5.89K
RDFA
767
Ritter Daniher Financial Advisory
Ohio
$5.8K
NMG
768
New Millennium Group
Utah
$5.64K
SC
769
SouthState Corp
Florida
$5.31K
WA
770
Westfuller Advisors
New York
$4.86K
IWM
771
IMG Wealth Management
Florida
$4.81K
HHGA
772
Halbert Hargrove Global Advisors
California
$4.81K
OAJ
773
Ogorek Anthony Joseph
New York
$4K
DCM
774
Davis Capital Management
Florida
$3.98K
HHMI
775
Howard Hughes Medical Institute
Maryland
$3.65K