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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
CIM
826
Contravisory Investment Management
Massachusetts
BBA
827
Baader Bank Aktiengesellschaft
Germany
CT
828
ClearAlpha Technologies
Connecticut
PTC
829
Petrus Trust Company
Texas
BAM
830
Blueshift Asset Management
New Jersey
NP
831
Nilsine Partners
Colorado
AC
832
AXQ Capital
New Jersey
IGAM
833
iA Global Asset Management
Quebec, Canada
SRL
834
Scientech Research LLC
New Jersey
CIEC
835
Crédit Industriel et Commercial
France
MPM
836
MBB Public Markets
Illinois
DS
837
DRW Securities
Illinois
BS
838
Banco Santander
Spain
HSA
839
HBK Sorce Advisory
Pennsylvania
SAW
840
Signal Advisors Wealth
Michigan
Axa
841
Axa
France
NC
842
NewSquare Capital
Pennsylvania
WSFS
843
Wilmington Savings Fund Society
Delaware
OIAM
844
OFI Invest Asset Management
France
OW
845
Olistico Wealth
Oklahoma
MYIA
846
Mount Yale Investment Advisors
Colorado
PFP
847
Pinnacle Financial Partners
Tennessee
GM
848
GeoWealth Management
Illinois
MWM
849
MorganRosel Wealth Management
Colorado
QL
850
Quarry LP
New York