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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
DnB Asset Management
176
DnB Asset Management
Norway
$3.08M
Mackenzie Financial
177
Mackenzie Financial
Ontario, Canada
$3.02M
Cerity Partners
178
Cerity Partners
New York
$3.01M
GCM
179
Graham Capital Management
Connecticut
$2.99M
URS
180
Utah Retirement Systems
Utah
$2.95M
CCIA
181
Campbell & Co Investment Adviser
Maryland
$2.95M
Corient Private Wealth
182
Corient Private Wealth
Florida
$2.95M
AAM
183
Advisors Asset Management
Colorado
$2.94M
KWM
184
Kingsview Wealth Management
Oregon
$2.91M
Baird Financial Group
185
Baird Financial Group
Wisconsin
$2.89M
Pathstone Holdings
186
Pathstone Holdings
New Jersey
$2.89M
APP
187
Avantax Planning Partners
Iowa
$2.86M
QT
188
Quantbot Technologies
New York
$2.84M
BCIM
189
British Columbia Investment Management
British Columbia, Canada
$2.81M
CIBC Asset Management
190
CIBC Asset Management
Ontario, Canada
$2.8M
FM
191
Foster & Motley
Ohio
$2.77M
EI
192
Ethic Inc
New York
$2.74M
PFSRSONJ
193
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.73M
FCH
194
Freestone Capital Holdings
Washington
$2.72M
CAPTRUST Financial Advisors
195
CAPTRUST Financial Advisors
North Carolina
$2.67M
Susquehanna International Group
196
Susquehanna International Group
Pennsylvania
$2.63M
FWP
197
FAS Wealth Partners
Kansas
$2.61M
Daiwa Securities Group
198
Daiwa Securities Group
Japan
$2.58M
MYAM
199
Meiji Yasuda Asset Management
Japan
$2.57M
KBC Group
200
KBC Group
Belgium
$2.52M