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Principal Financial Group

826 hedge funds and large institutions have $13.3B invested in Principal Financial Group in 2025 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 290 increasing their positions, 272 reducing their positions, and 54 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 funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% more capital invested

Capital invested by funds: $13.2B → $13.3B (+$97.8M)

2.18% less ownership

Funds ownership: 73.89%71.71% (-2.2%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
826
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 +$62.1M
2 +$50.9M
3 +$50.9M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$40.5M
5
Goldman Sachs
Goldman Sachs
New York
+$34.6M

Top Sellers

1 -$315M
2 -$31M
3 -$26.4M
4
Verition Fund Management
Verition Fund Management
Connecticut
-$24.7M
5
UBS AM
UBS AM
Illinois
-$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HSA
851
HBK Sorce Advisory
Pennsylvania
SAW
852
Signal Advisors Wealth
Michigan
Axa
853
Axa
France
NC
854
NewSquare Capital
Pennsylvania
WSFS
855
Wilmington Savings Fund Society
Delaware
OIAM
856
OFI Invest Asset Management
France
OW
857
Olistico Wealth
Oklahoma
MYIA
858
Mount Yale Investment Advisors
Colorado
PFPT
859
Pinnacle Financial Partners (Tennessee)
Tennessee
GM
860
GeoWealth Management
Illinois
MWM
861
MorganRosel Wealth Management
Colorado
QL
862
Quarry LP
New York
RAM
863
Riggs Asset Management
Pennsylvania
TCM
864
Traub Capital Management
Massachusetts
BCMLT
865
Beacon Capital Management LLC (Tennessee)
Tennessee
TSMHT
866
Thurston Springer Miller Herd & Titak
Indiana
QPBE
867
Quintet Private Bank (Europe)
Luxembourg
TIM
868
Total Investment Management
Arizona
Twin Tree Management
869
Twin Tree Management
Texas
BDPWM
870
Barnes Dennig Private Wealth Management
Ohio
WTFG
871
Wood Tarver Financial Group
Idaho
GC
872
GFG Capital
Florida
TPWA
873
Twin Peaks Wealth Advisors
California
PSFG
874
Park Square Financial Group
Georgia
AGWCA
875
Annis Gardner Whiting Capital Advisors
Florida