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Principal Financial Group

888 hedge funds and large institutions have $14.2B invested in Principal Financial Group in 2025 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 335 increasing their positions, 256 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 (+$930M)

0.48% more ownership

Funds ownership: 71.71%72.2% (+0.48%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
888
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
BP
251
BBR Partners
New York
$1.94M
Schroder Investment Management Group
252
Schroder Investment Management Group
United Kingdom
$1.91M
GA
253
GoalVest Advisory
New York
$1.9M
MOACM
254
Mutual of America Capital Management
New York
$1.89M
GAM
255
Generali Asset Management
Italy
$1.87M
OAM
256
Ostrum Asset Management
France
$1.87M
Northwestern Mutual Wealth Management
257
Northwestern Mutual Wealth Management
Wisconsin
$1.84M
D.E. Shaw & Co
258
D.E. Shaw & Co
New York
$1.82M
Janney Montgomery Scott
259
Janney Montgomery Scott
Pennsylvania
$1.81M
Thrivent Financial for Lutherans
260
Thrivent Financial for Lutherans
Minnesota
$1.79M
HT
261
Heritage Trust
Oklahoma
$1.79M
Jones Financial Companies
262
Jones Financial Companies
Missouri
$1.79M
Pacer Advisors
263
Pacer Advisors
Pennsylvania
$1.77M
Handelsbanken Fonder
264
Handelsbanken Fonder
Sweden
$1.77M
SOADOR
265
State of Alaska Department of Revenue
Alaska
$1.77M
GAM
266
Groupama Asset Management
France
$1.74M
LAM
267
LECAP Asset Management
United Kingdom
$1.74M
SA
268
Sanctuary Advisors
Indiana
$1.73M
Rockefeller Capital Management
269
Rockefeller Capital Management
New York
$1.72M
VSQM
270
V-Square Quantitative Management
Illinois
$1.72M
GCA
271
Greenwood Capital Associates
South Carolina
$1.71M
FG
272
Foster Group
Iowa
$1.68M
WCBA
273
Weaver C. Barksdale & Associates
Tennessee
$1.66M
VWM
274
VCI Wealth Management
Missouri
$1.65M
BOTPPF
275
Board of the Pension Protection Fund
United Kingdom
$1.65M