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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
QCM
326
Qsemble Capital Management
New York
$1.09M
GIBU
327
Gulf International Bank (UK)
United Kingdom
$1.08M
NB
328
Norinchukin Bank
Japan
$1.08M
CG
329
Caprock Group
Idaho
$1.07M
NA
330
NewEdge Advisors
Louisiana
$1.06M
GT
331
Glenmede Trust
Pennsylvania
$1.05M
PIA
332
Pinion Investment Advisors
Kansas
$1.05M
GC
333
Gilbert & Cook
Iowa
$1.04M
MA
334
Montag & Associates
Georgia
$1.04M
IIM
335
INTECH Investment Management
Florida
$1.01M
MGP
336
Metis Global Partners
California
$1M
NWMG
337
National Wealth Management Group
Ohio
$998K
HAG
338
HighPoint Advisor Group
Illinois
$979K
TFA
339
Transamerica Financial Advisors
Florida
$973K
EF
340
Empowered Funds
Pennsylvania
$962K
MSRPS
341
Maryland State Retirement & Pension System
Maryland
$956K
IA
342
Integrity Alliance
Iowa
$953K
MCP
343
Martin Capital Partners
Oregon
$948K
OC
344
Oppenheimer & Co
New York
$936K
WB
345
West Bancorporation
Iowa
$936K
AG
346
Ascent Group
Virginia
$931K
LNWTC
347
Laird Norton Wetherby Trust Company
Washington
$927K
WA
348
Waverly Advisors
Alabama
$917K
TAP
349
Tounjian Advisory Partners
Florida
$915K
PEA
350
Park Edge Advisors
Ohio
$903K