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Principal Financial Group

807 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: 833807 (-26)

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
807
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
Mackenzie Financial
176
Mackenzie Financial
Ontario, Canada
$3.02M
Cerity Partners
177
Cerity Partners
New York
$3.01M
GCM
178
Graham Capital Management
Connecticut
$2.99M
URS
179
Utah Retirement Systems
Utah
$2.95M
CCIA
180
Campbell & Co Investment Adviser
Maryland
$2.95M
Corient Private Wealth
181
Corient Private Wealth
Florida
$2.95M
AAM
182
Advisors Asset Management
Colorado
$2.94M
KWM
183
Kingsview Wealth Management
Oregon
$2.91M
Baird Financial Group
184
Baird Financial Group
Wisconsin
$2.89M
Pathstone Holdings
185
Pathstone Holdings
New Jersey
$2.89M
APP
186
Avantax Planning Partners
Iowa
$2.86M
QT
187
Quantbot Technologies
New York
$2.84M
BCIM
188
British Columbia Investment Management
British Columbia, Canada
$2.81M
CIBC Asset Management
189
CIBC Asset Management
Ontario, Canada
$2.8M
FM
190
Foster & Motley
Ohio
$2.77M
EI
191
Ethic Inc
New York
$2.74M
PFSRSONJ
192
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.73M
FCH
193
Freestone Capital Holdings
Washington
$2.72M
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
$2.67M
Susquehanna International Group
195
Susquehanna International Group
Pennsylvania
$2.63M
FWP
196
FAS Wealth Partners
Kansas
$2.61M
Daiwa Securities Group
197
Daiwa Securities Group
Japan
$2.58M
MYAM
198
Meiji Yasuda Asset Management
Japan
$2.57M
KBC Group
199
KBC Group
Belgium
$2.52M
Thrivent Financial for Lutherans
200
Thrivent Financial for Lutherans
Minnesota
$2.51M