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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
AWM
801
Activest Wealth Management
Florida
$829
VWA
802
Valued Wealth Advisors
Utah
$671
CTWM
803
Cherry Tree Wealth Management
Minnesota
$664
Kayne Anderson Rudnick Investment Management
804
Kayne Anderson Rudnick Investment Management
California
$663
SFCL
805
Strengthening Families & Communities LLC
Massachusetts
$506
ACA
806
American Capital Advisory
Idaho
$498
AA
807
Addison Advisors
Vermont
$498
AT
808
Avalon Trust
New Mexico
$498
OCM
809
Orion Capital Management
California
$497
EWM
810
Evolution Wealth Management
Florida
$415
WWA
811
Wealth Watch Advisors
Colorado
$415
SA
812
Seneschal Advisors
Washington
$415
JWM
813
JPL Wealth Management
Colorado
$415
YDMI
814
Y.D. More Investments
Israel
$393
WA
815
WestEnd Advisors
North Carolina
$332
QWM
816
Quaker Wealth Management
New Jersey
$332
TPBG
817
Turning Point Benefit Group
Maryland
$332
DF
818
DecisionPoint Financial
Arizona
$167
SWA
819
SOA Wealth Advisors
New York
$96
Norges Bank
820
Norges Bank
Norway
LIP
821
Lighthouse Investment Partners
Florida
Wellington Management Group
822
Wellington Management Group
Massachusetts
AT
823
AMF Tjänstepension
Sweden
GC
824
Gillson Capital
Illinois
JG
825
Jain Global
New York