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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
TAP
351
Tounjian Advisory Partners
Florida
$915K
PEA
352
Park Edge Advisors
Ohio
$903K
LSERS
353
Louisiana State Employees Retirement System
Louisiana
$900K
QCG
354
Quadrant Capital Group
Ohio
$893K
AssetMark Inc
355
AssetMark Inc
California
$873K
PIM
356
Plato Investment Management
Australia
$864K
EPW
357
Evolve Private Wealth
California
$862K
STA
358
Summit Trail Advisors
New York
$858K
BW
359
Basepoint Wealth
Iowa
$845K
ECM
360
Everence Capital Management
Indiana
$844K
PMAM
361
Picton Mahoney Asset Management
Ontario, Canada
$832K
Bessemer Group
362
Bessemer Group
New Jersey
$831K
IG
363
ING Group
Netherlands
$819K
NMERB
364
New Mexico Educational Retirement Board
New Mexico
$816K
VCA
365
Verdence Capital Advisors
Maryland
$815K
FPAS
366
Focus Partners Advisor Solutions
Missouri
$814K
Fifth Third Bancorp
367
Fifth Third Bancorp
Ohio
$805K
ECA
368
Elevated Capital Advisors
Utah
$803K
AFP
369
Ausdal Financial Partners
Iowa
$797K
HIC
370
Holderness Investments Company
North Carolina
$796K
Allspring Global Investments
371
Allspring Global Investments
North Carolina
$790K
SDIC
372
South Dakota Investment Council
South Dakota
$786K
GAM
373
Gotham Asset Management
New York
$773K
Truist Financial
374
Truist Financial
North Carolina
$767K
OAC
375
OMERS Administration Corp
Ontario, Canada
$751K