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Principal Financial Group

814 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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1% more capital invested

Capital invested by funds: $13.1B → $13.2B (+$82M)

2.26% less ownership

Funds ownership: 73.84%71.57% (-2.3%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
814
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
KC
201
Kepler Cheuvreux
$2.71M
WCM
202
Wedge Capital Management
North Carolina
$2.68M
BCIM
203
British Columbia Investment Management
British Columbia, Canada
$2.67M
UM
204
UniSuper Management
Australia
$2.65M
TAF
205
Tredje AP-fonden
Sweden
$2.61M
SFI
206
Siemens Fonds Invest
Germany
$2.55M
EI
207
Ethic Inc
New York
$2.54M
CWM
208
Centric Wealth Management
Illinois
$2.51M
HF
209
HRT Financial
New York
$2.5M
UIM
210
USS Investment Management
United Kingdom
$2.48M
NYLIM
211
New York Life Investment Management
New York
$2.47M
CBU
212
CIBC Bancorp USA
Illinois
$2.38M
OBAM
213
ODDO BHF Asset Management
France
$2.36M
NAM
214
Nissay Asset Management
Japan
$2.35M
VA
215
Vident Advisory
Georgia
$2.3M
GCM
216
Graham Capital Management
Connecticut
$2.29M
IFU
217
iSAM Funds (UK)
United Kingdom
$2.25M
NIM
218
NEOS Investment Management
Connecticut
$2.25M
DWM
219
Dakota Wealth Management
Florida
$2.25M
SEI Investments
220
SEI Investments
Pennsylvania
$2.22M
Janus Henderson Group
221
Janus Henderson Group
United Kingdom
$2.2M
Bank of Nova Scotia
222
Bank of Nova Scotia
Ontario, Canada
$2.16M
CM
223
Columbus Macro
Pennsylvania
$2.15M
YCM
224
Yousif Capital Management
Michigan
$2.15M
PAG
225
Private Advisor Group
New Jersey
$2.13M