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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
Capital Fund Management (CFM)
276
Capital Fund Management (CFM)
France
$1.61M
AV
277
ASR Vermogensbeheer
Netherlands
$1.61M
YIH
278
Y-Intercept (HK)
Hong Kong
$1.6M
Federated Hermes
279
Federated Hermes
Pennsylvania
$1.6M
Public Employees Retirement Association of Colorado
280
Public Employees Retirement Association of Colorado
Colorado
$1.55M
PS
281
Principal Securities
Iowa
$1.53M
CGH
282
Crossmark Global Holdings
Texas
$1.52M
VCM
283
Voleon Capital Management
California
$1.49M
OIMU
284
Osmosis Investment Management UK
United Kingdom
$1.49M
CL
285
Choreo LLC
Illinois
$1.48M
CAM
286
Cresset Asset Management
Illinois
$1.47M
OCA
287
OpenArc Corporate Advisory
Georgia
$1.47M
OTL
288
Oak Thistle LLC
New York
$1.46M
TRSOTSOK
289
Teachers Retirement System of the State of Kentucky
Kentucky
$1.45M
DF
290
Donoghue Forlines
Massachusetts
$1.45M
MWM
291
Modern Wealth Management
Kansas
$1.45M
HighTower Advisors
292
HighTower Advisors
Illinois
$1.41M
CRI
293
Commonwealth Retirement Investments
Virginia
$1.39M
FFA
294
Farther Finance Advisors
California
$1.38M
CIC
295
Cornercap Investment Counsel
Georgia
$1.35M
VF
296
Vest Financial
Virginia
$1.34M
HIMCH
297
Hartford Investment Management Co (HIMCO)
Connecticut
$1.34M
Neuberger Berman Group
298
Neuberger Berman Group
New York
$1.33M
IMCOOI
299
Investment Management Corp of Ontario (IMCO)
Canada
$1.33M
Stifel Financial
300
Stifel Financial
Missouri
$1.32M