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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
QCG
351
Quadrant Capital Group
Ohio
$893K
AssetMark Inc
352
AssetMark Inc
California
$873K
PIM
353
Plato Investment Management
Australia
$864K
EPW
354
Evolve Private Wealth
California
$862K
STA
355
Summit Trail Advisors
New York
$858K
BW
356
Basepoint Wealth
Iowa
$845K
ECM
357
Everence Capital Management
Indiana
$844K
PMAM
358
Picton Mahoney Asset Management
Ontario, Canada
$832K
Bessemer Group
359
Bessemer Group
New Jersey
$831K
IG
360
ING Group
Netherlands
$819K
NMERB
361
New Mexico Educational Retirement Board
New Mexico
$816K
VCA
362
Verdence Capital Advisors
Maryland
$815K
FPAS
363
Focus Partners Advisor Solutions
Missouri
$814K
Fifth Third Bancorp
364
Fifth Third Bancorp
Ohio
$805K
ECA
365
Elevated Capital Advisors
Utah
$803K
AFP
366
Ausdal Financial Partners
Iowa
$797K
HIC
367
Holderness Investments Company
North Carolina
$796K
Allspring Global Investments
368
Allspring Global Investments
North Carolina
$790K
SDIC
369
South Dakota Investment Council
South Dakota
$786K
GAM
370
Gotham Asset Management
New York
$773K
Truist Financial
371
Truist Financial
North Carolina
$767K
OAC
372
OMERS Administration Corp
Ontario, Canada
$751K
APWM
373
Argonautica Private Wealth Management
Massachusetts
$746K
P
374
&Partners
Tennessee
$744K
PA
375
Pinnacle Associates
New York
$743K