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Principal Financial Group

874 hedge funds and large institutions have $14.1B invested in Principal Financial Group in 2025 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 333 increasing their positions, 255 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
874
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
CA
301
Commerzbank Aktiengesellschaft
Germany
$1.28M
AF
302
Avanza Fonder
Sweden
$1.27M
KPWS
303
Kestra Private Wealth Services
Texas
$1.26M
CAU
304
Caxton Associates (UK)
$1.24M
DADC
305
D.A. Davidson & Co
Montana
$1.24M
AC
306
Allstate Corporation
Illinois
$1.24M
MSU
307
Mizuho Securities USA
New York
$1.23M
KRS
308
Kentucky Retirement Systems
Kentucky
$1.23M
PA
309
Procyon Advisors
Connecticut
$1.21M
PA
310
PSI Advisors
Florida
$1.21M
KAS
311
Kestra Advisory Services
Texas
$1.21M
WIM
312
Wiregrass Investment Management
Georgia
$1.19M
Impax Asset Management Group
313
Impax Asset Management Group
United Kingdom
$1.19M
OIA
314
OneDigital Investment Advisors
Kansas
$1.16M
MFG
315
Merit Financial Group
Georgia
$1.16M
EWA
316
EP Wealth Advisors
California
$1.15M
BAMF
317
BI Asset Management Fondsmaeglerselskab
Denmark
$1.15M
SCM
318
Sterling Capital Management
North Carolina
$1.14M
PI
319
PineBridge Investments
New York
$1.14M
VI
320
Versor Investments
New York
$1.11M
SC
321
Savant Capital
Illinois
$1.1M
Legacy Financial Group (Iowa)
322
Legacy Financial Group (Iowa)
Iowa
$1.09M
RIM
323
Redwood Investment Management
Arizona
$1.09M
MCM
324
Mork Capital Management
California
$1.09M
QCM
325
Qsemble Capital Management
New York
$1.09M