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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
MPW
776
MASECO Private Wealth
$2.17K
LI
777
LRI Investments
Florida
$2.16K
CT
778
Clearstead Trust
Maine
$1.91K
HFS
779
Hughes Financial Services
Virginia
$1.75K
GWSA
780
Global Wealth Strategies & Associates
Colorado
$1.66K
DF
781
Dunhill Financial
United Kingdom
$1.6K
EWP
782
Elevation Wealth Partners
California
$1.49K
NWM
783
Nova Wealth Management
Florida
$1.49K
BHWM
784
Bay Harbor Wealth Management
Maryland
$1.41K
NL
785
NVWM LLC
Pennsylvania
$1.24K
WWM
786
Wolff Wiese Magana
California
$1.24K
TIM
787
Tortoise Investment Management
New York
$1.16K
CIAS
788
CBIZ Investment Advisory Services
Ohio
$1.16K
PCM
789
Penserra Capital Management
California
$1K
AW
790
Avion Wealth
Texas
$1K
RWM
791
Rialto Wealth Management
New York
$913
HIA
792
HFM Investment Advisors
New Jersey
$912
AP
793
Aspect Partners
Virginia
$912
CPG
794
Cornerstone Planning Group
New Jersey
$876
AWM
795
Activest Wealth Management
Florida
$829
VWA
796
Valued Wealth Advisors
Utah
$671
CTWM
797
Cherry Tree Wealth Management
Minnesota
$664
Kayne Anderson Rudnick Investment Management
798
Kayne Anderson Rudnick Investment Management
California
$663
SFCL
799
Strengthening Families & Communities LLC
Massachusetts
$506
ACA
800
American Capital Advisory
Idaho
$498