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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
AP
751
Atwood & Palmer
Missouri
$8.29K
AEPWM
752
Atlantic Edge Private Wealth Management
Florida
$8.29K
GK
753
Graney & King
New York
$8.29K
AFG
754
Albion Financial Group
Utah
$8.29K
MSWA
755
Marshall & Sterling Wealth Advisors
New York
$6.88K
WCM
756
Westend Capital Management
California
$6.63K
POIA
757
Pin Oak Investment Advisors
Texas
$6.47K
Q1WB
758
Quest 10 Wealth Builders
Virginia
$6.44K
MHR
759
Matthew Hamilton Rosenberg
$6.22K
VFM
760
Vision Financial Markets
Connecticut
$6.2K
LWMI
761
Legacy Wealth Management (Idaho)
Idaho
$5.97K
ME
762
McIlrath & Eck
Washington
$5.89K
RDFA
763
Ritter Daniher Financial Advisory
Ohio
$5.8K
NMG
764
New Millennium Group
Utah
$5.64K
SC
765
SouthState Corp
Florida
$5.31K
WA
766
Westfuller Advisors
New York
$4.86K
IWM
767
IMG Wealth Management
Florida
$4.81K
HHGA
768
Halbert Hargrove Global Advisors
California
$4.81K
OAJ
769
Ogorek Anthony Joseph
New York
$4K
DCM
770
Davis Capital Management
Florida
$3.98K
HHMI
771
Howard Hughes Medical Institute
Maryland
$3.65K
AIC
772
Archer Investment Corporation
Indiana
$3.65K
AWM
773
Abound Wealth Management
Tennessee
$3.4K
GA
774
Guerra Advisors
Florida
$3.32K
HPC
775
HM Payson & Co
Maine
$3.23K