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Principal Financial Group

882 hedge funds and large institutions have $14.2B invested in Principal Financial Group in 2025 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 334 increasing their positions, 255 reducing their positions, and 61 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:

7% more capital invested

Capital invested by funds: $13.3B → $14.2B (+$915M)

0.41% more ownership

Funds ownership: 71.7%72.11% (+0.41%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
882
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.1M
Puts
$1.83M
Net Calls
Net Calls Change

Top Buyers

1 +$105M
2 +$44M
3 +$36.5M
4
LPL Financial
LPL Financial
California
+$34M
5
BlackRock
BlackRock
New York
+$32.7M
Name Holding Trade Value Shares
Change
Change in
Stake
VA
226
Vident Advisory
Georgia
$2.5M
SSA
227
Schonfeld Strategic Advisors
New York
$2.49M
Grantham, Mayo, Van Otterloo & Co (GMO)
228
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.44M
RIM
229
Rakuten Investment Management
Japan
$2.43M
AG
230
Algert Global
California
$2.41M
UM
231
UniSuper Management
Australia
$2.41M
CA
232
Claro Advisors
Massachusetts
$2.38M
Janus Henderson Group
233
Janus Henderson Group
United Kingdom
$2.38M
KC
234
Kepler Cheuvreux
$2.27M
SMDAM
235
Sumitomo Mitsui DS Asset Management
Japan
$2.26M
CM
236
Columbus Macro
Pennsylvania
$2.22M
FAF
237
Fjarde Ap-fonden
Sweden
$2.22M
DWM
238
Dakota Wealth Management
Florida
$2.2M
EGM
239
Engineers Gate Manager
New York
$2.2M
HWM
240
Hohimer Wealth Management
Washington
$2.18M
SQA
241
Simon Quick Advisors
New Jersey
$2.16M
YCM
242
Yousif Capital Management
Michigan
$2.11M
National Pension Service
243
National Pension Service
South Korea
$2.09M
IFU
244
iSAM Funds (UK)
United Kingdom
$2.05M
SFI
245
Siemens Fonds Invest
Germany
$2.02M
OPERF
246
Oregon Public Employees Retirement Fund
Oregon
$2.01M
MCM
247
MAI Capital Management
Ohio
$1.99M
JFG
248
Jefferies Financial Group
New York
$1.95M
BP
249
BBR Partners
New York
$1.94M
Schroder Investment Management Group
250
Schroder Investment Management Group
United Kingdom
$1.91M