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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
Franklin Resources
101
Franklin Resources
California
$9.95M
Squarepoint
102
Squarepoint
New York
$9.94M
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.61M
CIM
104
Cambria Investment Management
California
$9.47M
GIM
105
Goelzer Investment Management
Indiana
$9.45M
Wellington Management Group
106
Wellington Management Group
Massachusetts
$8.95M
CM
107
Churchill Management
California
$8.94M
LPL Financial
108
LPL Financial
California
$8.9M
QCM
109
Quantinno Capital Management
New York
$8.83M
TD Asset Management
110
TD Asset Management
Ontario, Canada
$8.68M
Toronto Dominion Bank
111
Toronto Dominion Bank
Ontario, Canada
$8.67M
Chevy Chase Trust
112
Chevy Chase Trust
Maryland
$8.66M
Nomura Asset Management
113
Nomura Asset Management
Japan
$8.66M
X
114
Xponance
Pennsylvania
$8.62M
APG Asset Management
115
APG Asset Management
Netherlands
$8.54M
ANTB
116
AMG National Trust Bank
Colorado
$8.35M
IMRF
117
Illinois Municipal Retirement Fund
Illinois
$7.93M
Mitsubishi UFJ Trust & Banking
118
Mitsubishi UFJ Trust & Banking
Japan
$7.89M
Arrowstreet Capital
119
Arrowstreet Capital
Massachusetts
$7.86M
Asset Management One
120
Asset Management One
Japan
$7.58M
AT
121
AMF Tjänstepension
Sweden
$7.57M
GC
122
Gillson Capital
Illinois
$7.43M
Royal London Asset Management
123
Royal London Asset Management
United Kingdom
$7.19M
MIF
124
Mediolanum International Funds
Ireland
$7.13M
Canada Pension Plan Investment Board
125
Canada Pension Plan Investment Board
Ontario, Canada
$6.91M