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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
Thrivent Financial for Lutherans
201
Thrivent Financial for Lutherans
Minnesota
$2.51M
NYLIM
202
New York Life Investment Management
New York
$2.48M
ATC
203
Argent Trust Co
Tennessee
$2.47M
SO
204
STRS Ohio
Ohio
$2.46M
WCM
205
Wedge Capital Management
North Carolina
$2.42M
ECM
206
ExodusPoint Capital Management
New York
$2.39M
UM
207
UniSuper Management
Australia
$2.38M
VPIM
208
Vanguard Personalized Indexing Management
California
$2.38M
UIM
209
USS Investment Management
United Kingdom
$2.38M
Wealth Enhancement Advisory Services
210
Wealth Enhancement Advisory Services
Minnesota
$2.34M
Mariner
211
Mariner
Kansas
$2.33M
I
212
InceptionR
California
$2.3M
FDCDDQ
213
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.29M
ET
214
Entropy Technologies
New York
$2.28M
DWM
215
Dakota Wealth Management
Florida
$2.26M
NAM
216
Nissay Asset Management
Japan
$2.26M
YCM
217
Yousif Capital Management
Michigan
$2.24M
CWM
218
Centric Wealth Management
Illinois
$2.23M
SEI Investments
219
SEI Investments
Pennsylvania
$2.23M
Mirae Asset Global Investments
220
Mirae Asset Global Investments
South Korea
$2.21M
JG
221
Jain Global
New York
$2.18M
VA
222
Vident Advisory
Georgia
$2.16M
CWM
223
CIBC World Markets
New York
$2.12M
Janus Henderson Group
224
Janus Henderson Group
United Kingdom
$2.11M
PAG
225
Private Advisor Group
New Jersey
$2.05M