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Principal Financial Group

809 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, 273 reducing their positions, and 98 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: 834809 (-25)

5% less capital invested

Capital invested by funds: $13.9B → $13.1B (-$751M)

16% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 98

Holders
809
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
Korea Investment Corp
76
Korea Investment Corp
South Korea
$15.3M
OSAM
77
O'Shaughnessy Asset Management
Connecticut
$15.1M
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$14.5M
Prudential Financial
79
Prudential Financial
New Jersey
$14.3M
Teacher Retirement System of Texas
80
Teacher Retirement System of Texas
Texas
$14.2M
IP
81
Interval Partners
New York
$14.1M
Aberdeen Group
82
Aberdeen Group
United Kingdom
$13.8M
Aviva
83
Aviva
United Kingdom
$13.4M
National Bank of Canada
84
National Bank of Canada
Quebec, Canada
$13.1M
Pictet Asset Management
85
Pictet Asset Management
Switzerland
$12.8M
New York State Teachers Retirement System (NYSTRS)
86
New York State Teachers Retirement System (NYSTRS)
New York
$12.7M
AWM
87
AE Wealth Management
Kansas
$12.5M
SSA
88
Schonfeld Strategic Advisors
New York
$12.4M
FAF
89
Första AP-fonden
Sweden
$12.2M
Russell Investments Group
90
Russell Investments Group
United Kingdom
$12.1M
EAM
91
EdenTree Asset Management
United Kingdom
$11.8M
CM
92
Capital Management
Virginia
$11.5M
Universal-Beteiligungs- und Servicegesellschaft
93
Universal-Beteiligungs- und Servicegesellschaft
Germany
$10.9M
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$10.9M
WorldQuant Millennium Advisors
95
WorldQuant Millennium Advisors
New York
$10.9M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
96
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10.8M
BGIM
97
Brandywine Global Investment Management
Pennsylvania
$10.7M
Holocene Advisors
98
Holocene Advisors
New York
$10.3M
Bank of Nova Scotia
99
Bank of Nova Scotia
Ontario, Canada
$10.2M
New York State Common Retirement Fund
100
New York State Common Retirement Fund
New York
$10M