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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
LSERS
351
Louisiana State Employees Retirement System
Louisiana
$900K
QCG
352
Quadrant Capital Group
Ohio
$893K
AssetMark Inc
353
AssetMark Inc
California
$873K
PIM
354
Plato Investment Management
Australia
$864K
EPW
355
Evolve Private Wealth
California
$862K
STA
356
Summit Trail Advisors
New York
$858K
BW
357
Basepoint Wealth
Iowa
$845K
ECM
358
Everence Capital Management
Indiana
$844K
PMAM
359
Picton Mahoney Asset Management
Ontario, Canada
$832K
Bessemer Group
360
Bessemer Group
New Jersey
$831K
IG
361
ING Group
Netherlands
$819K
NMERB
362
New Mexico Educational Retirement Board
New Mexico
$816K
VCA
363
Verdence Capital Advisors
Maryland
$815K
FPAS
364
Focus Partners Advisor Solutions
Missouri
$814K
Fifth Third Bancorp
365
Fifth Third Bancorp
Ohio
$805K
ECA
366
Elevated Capital Advisors
Utah
$803K
AFP
367
Ausdal Financial Partners
Iowa
$797K
HIC
368
Holderness Investments Company
North Carolina
$796K
Allspring Global Investments
369
Allspring Global Investments
North Carolina
$790K
SDIC
370
South Dakota Investment Council
South Dakota
$786K
GAM
371
Gotham Asset Management
New York
$773K
Truist Financial
372
Truist Financial
North Carolina
$767K
OAC
373
OMERS Administration Corp
Ontario, Canada
$751K
APWM
374
Argonautica Private Wealth Management
Massachusetts
$746K
P
375
&Partners
Tennessee
$744K