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Principal Financial Group

806 hedge funds and large institutions have $13.1B invested in Principal Financial Group in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 314 increasing their positions, 272 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

3% less funds holding

Funds holding: 833806 (-27)

5% less capital invested

Capital invested by funds: $13.8B → $13.1B (-$749M)

15% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 97

Holders
806
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.4M
Puts
$8.31M
Net Calls
Net Calls Change

Top Buyers

1 +$86.1M
2 +$52.7M
3 +$52.2M
4
BlackRock
BlackRock
New York
+$48.9M
5
Victory Capital Management
Victory Capital Management
Texas
+$46.6M
Name Holding Trade Value Shares
Change
Change in
Stake
QC
876
Quent Capital
New York
SFG
877
Stonebridge Financial Group
Pennsylvania
EF
878
Elite Financial
Idaho
DSC
879
Duncker Streett & Co
Missouri
HCP
880
Hexagon Capital Partners
Arkansas
GFPC
881
Global Financial Private Client
Florida
RTC
882
Riverview Trust Company
Washington
VBA
883
von Borstel & Associates
Oregon
MFA
884
McClarren Financial Advisors
Pennsylvania
HNW
885
High Note Wealth
Minnesota
UFF
886
USA Financial Formulas
Michigan
MCI
887
MRP Capital Investments
Georgia
WF
888
Wayfinding Financial
Washington
WPA
889
West Paces Advisors
Georgia
SCB
890
Saudi Central Bank
Saudi Arabia
CIAM
891
Caitong International Asset Management
Hong Kong
RS
892
Rakuten Securities
Japan
PBK
893
Peoples Bank (Kansas)
Kansas
CWC
894
Carolinas Wealth Consulting
North Carolina
SIC
895
Salem Investment Counselors
North Carolina
Optiver Holding
896
Optiver Holding
Netherlands
HHGA
897
Halbert Hargrove Global Advisors
California
GP
898
Greenline Partners
New York
CFD
899
Creative Financial Designs
Indiana
RWM
900
Ruedi Wealth Management
Illinois