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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
Cambridge Investment Research Advisors
126
Cambridge Investment Research Advisors
Iowa
$6.88M
MSV
127
MN Services Vermogensbeheer
Netherlands
$6.85M
VCM
128
Voleon Capital Management
California
$6.71M
Macquarie Group
129
Macquarie Group
Australia
$6.69M
KK
130
KLP Kapitalforvaltning
Norway
$6.51M
State of Tennessee, Department of Treasury
131
State of Tennessee, Department of Treasury
Tennessee
$6.51M
DAS
132
DMKC Advisory Services
Iowa
$6.36M
Allianz Asset Management
133
Allianz Asset Management
Germany
$6.27M
ACIM
134
Azimuth Capital Investment Management
Michigan
$6.24M
CI Investments Inc
135
CI Investments Inc
Ontario, Canada
$6.24M
RAM
136
Resona Asset Management
Japan
$6.09M
Nisa Investment Advisors
137
Nisa Investment Advisors
Missouri
$6.07M
Focus Partners Wealth
138
Focus Partners Wealth
Massachusetts
$6.05M
Ohio Public Employees Retirement System (OPERS)
139
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.75M
DekaBank Deutsche Girozentrale
140
DekaBank Deutsche Girozentrale
Germany
$5.67M
State of New Jersey Common Pension Fund D
141
State of New Jersey Common Pension Fund D
New Jersey
$5.56M
Rafferty Asset Management
142
Rafferty Asset Management
New York
$5.45M
Ensign Peak Advisors
143
Ensign Peak Advisors
Utah
$5.3M
Commonwealth Equity Services
144
Commonwealth Equity Services
Massachusetts
$5.23M
ASRS
145
Arizona State Retirement System
Arizona
$5.22M
Wealthfront Advisers
146
Wealthfront Advisers
California
$5.13M
FAF
147
Fjarde Ap-fonden
Sweden
$5.06M
Natixis Advisors
148
Natixis Advisors
Massachusetts
$5.04M
BHCM
149
Brevan Howard Capital Management
Jersey
$5.02M
Mirae Asset Global ETFs Holdings
150
Mirae Asset Global ETFs Holdings
Hong Kong
$4.95M