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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
IMCOOI
301
Investment Management Corp of Ontario (IMCO)
Canada
$1.33M
Stifel Financial
302
Stifel Financial
Missouri
$1.32M
SFA
303
Sequoia Financial Advisors
Ohio
$1.3M
CA
304
Commerzbank Aktiengesellschaft
Germany
$1.28M
AF
305
Avanza Fonder
Sweden
$1.27M
KPWS
306
Kestra Private Wealth Services
Texas
$1.26M
CAU
307
Caxton Associates (UK)
$1.24M
DADC
308
D.A. Davidson & Co
Montana
$1.24M
AC
309
Allstate Corporation
Illinois
$1.24M
MSU
310
Mizuho Securities USA
New York
$1.23M
KRS
311
Kentucky Retirement Systems
Kentucky
$1.23M
PA
312
Procyon Advisors
Connecticut
$1.21M
PA
313
PSI Advisors
Florida
$1.21M
KAS
314
Kestra Advisory Services
Texas
$1.21M
WIM
315
Wiregrass Investment Management
Georgia
$1.19M
Impax Asset Management Group
316
Impax Asset Management Group
United Kingdom
$1.19M
OIA
317
OneDigital Investment Advisors
Kansas
$1.16M
MFG
318
Merit Financial Group
Georgia
$1.16M
EWA
319
EP Wealth Advisors
California
$1.15M
BAMF
320
BI Asset Management Fondsmaeglerselskab
Denmark
$1.15M
SCM
321
Sterling Capital Management
North Carolina
$1.14M
PI
322
PineBridge Investments
New York
$1.14M
VI
323
Versor Investments
New York
$1.11M
SC
324
Savant Capital
Illinois
$1.1M
Legacy Financial Group (Iowa)
325
Legacy Financial Group (Iowa)
Iowa
$1.09M