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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
NYLIM
201
New York Life Investment Management
New York
$2.48M
ATC
202
Argent Trust Co
Tennessee
$2.47M
SO
203
STRS Ohio
Ohio
$2.46M
WCM
204
Wedge Capital Management
North Carolina
$2.42M
ECM
205
ExodusPoint Capital Management
New York
$2.39M
UM
206
UniSuper Management
Australia
$2.38M
VPIM
207
Vanguard Personalized Indexing Management
California
$2.38M
UIM
208
USS Investment Management
United Kingdom
$2.38M
Wealth Enhancement Advisory Services
209
Wealth Enhancement Advisory Services
Minnesota
$2.34M
Mariner
210
Mariner
Kansas
$2.33M
I
211
InceptionR
California
$2.3M
FDCDDQ
212
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.29M
ET
213
Entropy Technologies
New York
$2.28M
DWM
214
Dakota Wealth Management
Florida
$2.26M
NAM
215
Nissay Asset Management
Japan
$2.26M
YCM
216
Yousif Capital Management
Michigan
$2.24M
CWM
217
Centric Wealth Management
Illinois
$2.23M
SEI Investments
218
SEI Investments
Pennsylvania
$2.23M
Mirae Asset Global Investments
219
Mirae Asset Global Investments
South Korea
$2.21M
JG
220
Jain Global
New York
$2.18M
VA
221
Vident Advisory
Georgia
$2.16M
CWM
222
CIBC World Markets
New York
$2.12M
Janus Henderson Group
223
Janus Henderson Group
United Kingdom
$2.11M
PAG
224
Private Advisor Group
New Jersey
$2.05M
SQA
225
Simon Quick Advisors
New Jersey
$2.04M