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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
Cetera Investment Advisers
151
Cetera Investment Advisers
Illinois
$4.93M
Envestnet Asset Management
152
Envestnet Asset Management
Illinois
$4.93M
Assenagon Asset Management
153
Assenagon Asset Management
Luxembourg
$4.82M
VOYA Investment Management
154
VOYA Investment Management
Georgia
$4.78M
UA
155
Unison Advisors
District of Columbia
$4.77M
SOMRS
156
State of Michigan Retirement System
Michigan
$4.68M
Osaic Holdings
157
Osaic Holdings
Arizona
$4.61M
DWT
158
Dorsey & Whitney Trust
South Dakota
$4.31M
Robeco Institutional Asset Management
159
Robeco Institutional Asset Management
Netherlands
$4.2M
MIM
160
MetLife Investment Management
New Jersey
$4.2M
Creative Planning
161
Creative Planning
Kansas
$4.14M
Skandinaviska Enskilda Banken (SEB)
162
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.13M
DIA
163
Dean Investment Associates
Ohio
$4.11M
ProShare Advisors
164
ProShare Advisors
Maryland
$4.04M
LF
165
Lansforsakringar Fondforvaltning
Sweden
$4.02M
COPPSERS
166
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.02M
CNB
167
Czech National Bank
Czech Republic
$4M
AF
168
Alerus Financial
North Dakota
$3.94M
II
169
IFM Investors
Australia
$3.89M
KA
170
Kintegral Advisory
New York
$3.86M
Comerica Bank
171
Comerica Bank
Texas
$3.72M
GLF
172
Groupe la Francaise
France
$3.57M
Retirement Systems of Alabama
173
Retirement Systems of Alabama
Alabama
$3.52M
Public Sector Pension Investment Board (PSP Investments)
174
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.37M
AB
175
Amalgamated Bank
New York
$3.23M