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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
GA
251
GoalVest Advisory
New York
$1.9M
MOACM
252
Mutual of America Capital Management
New York
$1.89M
GAM
253
Generali Asset Management
Italy
$1.87M
OAM
254
Ostrum Asset Management
France
$1.87M
Northwestern Mutual Wealth Management
255
Northwestern Mutual Wealth Management
Wisconsin
$1.84M
D.E. Shaw & Co
256
D.E. Shaw & Co
New York
$1.82M
Janney Montgomery Scott
257
Janney Montgomery Scott
Pennsylvania
$1.81M
Thrivent Financial for Lutherans
258
Thrivent Financial for Lutherans
Minnesota
$1.79M
HT
259
Heritage Trust
Oklahoma
$1.79M
Jones Financial Companies
260
Jones Financial Companies
Missouri
$1.79M
Pacer Advisors
261
Pacer Advisors
Pennsylvania
$1.77M
Handelsbanken Fonder
262
Handelsbanken Fonder
Sweden
$1.77M
SOADOR
263
State of Alaska Department of Revenue
Alaska
$1.77M
GAM
264
Groupama Asset Management
France
$1.74M
LAM
265
LECAP Asset Management
United Kingdom
$1.74M
SA
266
Sanctuary Advisors
Indiana
$1.73M
Rockefeller Capital Management
267
Rockefeller Capital Management
New York
$1.72M
VSQM
268
V-Square Quantitative Management
Illinois
$1.72M
GCA
269
Greenwood Capital Associates
South Carolina
$1.71M
FG
270
Foster Group
Iowa
$1.68M
WCBA
271
Weaver C. Barksdale & Associates
Tennessee
$1.66M
VWM
272
VCI Wealth Management
Missouri
$1.65M
BOTPPF
273
Board of the Pension Protection Fund
United Kingdom
$1.65M
US Bancorp
274
US Bancorp
Minnesota
$1.64M
CB
275
Commerce Bank
Missouri
$1.63M