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Principal Financial Group

813 hedge funds and large institutions have $13.2B invested in Principal Financial Group in 2025 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 282 increasing their positions, 272 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
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 +$64.4M
2 +$52.8M
3 +$52.8M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$41.7M
5
Goldman Sachs
Goldman Sachs
New York
+$35.9M

Top Sellers

1 -$327M
2 -$32.2M
3 -$27.4M
4
Verition Fund Management
Verition Fund Management
Connecticut
-$25.7M
5
UBS AM
UBS AM
Illinois
-$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
176
Comerica Bank
Texas
$3.44M
FM
177
Foster & Motley
Ohio
$3.39M
CAPTRUST Financial Advisors
178
CAPTRUST Financial Advisors
North Carolina
$3.38M
DnB Asset Management
179
DnB Asset Management
Norway
$3.32M
AB
180
Amalgamated Bank
New York
$3.27M
Mackenzie Financial
181
Mackenzie Financial
Ontario, Canada
$3.24M
Pathstone Holdings
182
Pathstone Holdings
New Jersey
$3.19M
Corient Private Wealth
183
Corient Private Wealth
Florida
$3.08M
URS
184
Utah Retirement Systems
Utah
$3.04M
Baird Financial Group
185
Baird Financial Group
Wisconsin
$3.03M
BHCM
186
Brevan Howard Capital Management
Jersey
$3.02M
EMPI
187
Elo Mutual Pension Insurance
Finland
$3.02M
AAM
188
Advisors Asset Management
Colorado
$3.02M
APP
189
Avantax Planning Partners
Iowa
$2.98M
Allianz Asset Management
190
Allianz Asset Management
Germany
$2.97M
PFSRSONJ
191
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.97M
VPIM
192
Vanguard Personalized Indexing Management
California
$2.96M
CIBC Asset Management
193
CIBC Asset Management
Ontario, Canada
$2.93M
FCH
194
Freestone Capital Holdings
Washington
$2.89M
FWP
195
FAS Wealth Partners
Kansas
$2.86M
Wealth Enhancement Advisory Services
196
Wealth Enhancement Advisory Services
Minnesota
$2.86M
Daiwa Securities Group
197
Daiwa Securities Group
Japan
$2.79M
FDCDDQ
198
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.78M
Mariner
199
Mariner
Kansas
$2.74M
Mirae Asset Global Investments
200
Mirae Asset Global Investments
South Korea
$2.73M