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Principal Financial Group

828 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, 291 increasing their positions, 273 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 (+$98.2M)

2.18% less ownership

Funds ownership: 73.97%71.79% (-2.2%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
828
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
126
$7.34M
127
$7.33M
128
$7.24M
129
$7.22M
130
$7.15M
131
$7.11M
132
$6.99M
133
$6.95M
134
$6.81M
135
$6.79M
136
$6.28M
137
$6.18M
138
$6.14M
139
$6.08M
140
$5.91M
141
$5.88M
142
$5.64M
143
$5.59M
144
$5.5M
145
$5.25M
146
$5.23M
147
$5.23M
148
$5.1M
149
$5.03M
150
$4.77M