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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
RIM
326
Redwood Investment Management
Arizona
$1.09M
MCM
327
Mork Capital Management
California
$1.09M
QCM
328
Qsemble Capital Management
New York
$1.09M
GIBU
329
Gulf International Bank (UK)
United Kingdom
$1.08M
NB
330
Norinchukin Bank
Japan
$1.08M
CG
331
Caprock Group
Idaho
$1.07M
NA
332
NewEdge Advisors
Louisiana
$1.06M
GT
333
Glenmede Trust
Pennsylvania
$1.05M
PIA
334
Pinion Investment Advisors
Kansas
$1.05M
GC
335
Gilbert & Cook
Iowa
$1.04M
MA
336
Montag & Associates
Georgia
$1.04M
IIM
337
INTECH Investment Management
Florida
$1.01M
MGP
338
Metis Global Partners
California
$1M
NWMG
339
National Wealth Management Group
Ohio
$998K
HAG
340
HighPoint Advisor Group
Illinois
$979K
TFA
341
Transamerica Financial Advisors
Florida
$973K
EF
342
Empowered Funds
Pennsylvania
$962K
MSRPS
343
Maryland State Retirement & Pension System
Maryland
$956K
IA
344
Integrity Alliance
Iowa
$953K
MCP
345
Martin Capital Partners
Oregon
$948K
OC
346
Oppenheimer & Co
New York
$936K
WB
347
West Bancorporation
Iowa
$936K
AG
348
Ascent Group
Virginia
$931K
LNWTC
349
Laird Norton Wetherby Trust Company
Washington
$927K
WA
350
Waverly Advisors
Alabama
$917K