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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
FMP
776
Financial Management Professionals
Texas
$3.15K
CCM
777
Cloud Capital Management
Washington
$3K
RJA
778
Ross\Johnson & Associates
Minnesota
$2.9K
PWMG
779
Prestige Wealth Management Group
New Jersey
$2.82K
DPW
780
DiNuzzo Private Wealth
Pennsylvania
$2.82K
CC
781
Corsicana & Co
Texas
$2.65K
MPW
782
MASECO Private Wealth
$2.17K
LI
783
LRI Investments
Florida
$2.16K
CT
784
Clearstead Trust
Maine
$1.91K
HFS
785
Hughes Financial Services
Virginia
$1.75K
GWSA
786
Global Wealth Strategies & Associates
Colorado
$1.66K
DF
787
Dunhill Financial
United Kingdom
$1.6K
EWP
788
Elevation Wealth Partners
California
$1.49K
NWM
789
Nova Wealth Management
Florida
$1.49K
BHWM
790
Bay Harbor Wealth Management
Maryland
$1.41K
NL
791
NVWM LLC
Pennsylvania
$1.24K
WWM
792
Wolff Wiese Magana
California
$1.24K
TIM
793
Tortoise Investment Management
New York
$1.16K
CIAS
794
CBIZ Investment Advisory Services
Ohio
$1.16K
PCM
795
Penserra Capital Management
California
$1K
AW
796
Avion Wealth
Texas
$1K
RWM
797
Rialto Wealth Management
New York
$913
AP
798
Aspect Partners
Virginia
$912
HIA
799
HFM Investment Advisors
New Jersey
$912
CPG
800
Cornerstone Planning Group
New Jersey
$876