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Principal Financial Group

806 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, 272 reducing their positions, and 97 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: 833806 (-27)

5% less capital invested

Capital invested by funds: $13.8B → $13.1B (-$749M)

15% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 97

Holders
806
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
Envestnet Asset Management
151
Envestnet Asset Management
Illinois
$4.93M
Assenagon Asset Management
152
Assenagon Asset Management
Luxembourg
$4.82M
VOYA Investment Management
153
VOYA Investment Management
Georgia
$4.78M
UA
154
Unison Advisors
District of Columbia
$4.77M
SOMRS
155
State of Michigan Retirement System
Michigan
$4.68M
DWT
156
Dorsey & Whitney Trust
South Dakota
$4.31M
Robeco Institutional Asset Management
157
Robeco Institutional Asset Management
Netherlands
$4.2M
MIM
158
MetLife Investment Management
New Jersey
$4.2M
Osaic Holdings
159
Osaic Holdings
Arizona
$4.17M
Creative Planning
160
Creative Planning
Kansas
$4.14M
Skandinaviska Enskilda Banken (SEB)
161
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.13M
DIA
162
Dean Investment Associates
Ohio
$4.11M
ProShare Advisors
163
ProShare Advisors
Maryland
$4.04M
LF
164
Lansforsakringar Fondforvaltning
Sweden
$4.02M
COPPSERS
165
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.02M
CNB
166
Czech National Bank
Czech Republic
$4M
AF
167
Alerus Financial
North Dakota
$3.94M
II
168
IFM Investors
Australia
$3.89M
KA
169
Kintegral Advisory
New York
$3.86M
Comerica Bank
170
Comerica Bank
Texas
$3.72M
GLF
171
Groupe la Francaise
France
$3.57M
Retirement Systems of Alabama
172
Retirement Systems of Alabama
Alabama
$3.52M
Public Sector Pension Investment Board (PSP Investments)
173
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.37M
AB
174
Amalgamated Bank
New York
$3.23M
DnB Asset Management
175
DnB Asset Management
Norway
$3.08M