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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
APWM
376
Argonautica Private Wealth Management
Massachusetts
$746K
P
377
&Partners
Tennessee
$744K
PA
378
Pinnacle Associates
New York
$743K
SC
379
Syon Capital
California
$738K
AF
380
Allworth Financial
California
$728K
BIG
381
Brooklyn Investment Group
New York
$723K
LCM
382
Legato Capital Management
California
$721K
EH
383
Equitable Holdings
New York
$718K
CRC
384
Curi RMB Capital
Illinois
$716K
IA
385
IFP Advisors
Florida
$706K
CSB
386
City State Bank
Iowa
$700K
Assenagon Asset Management
387
Assenagon Asset Management
Luxembourg
$699K
EF
388
Empirical Finance
Pennsylvania
$692K
WFM
389
Wolff Financial Management
Michigan
$689K
GI
390
GAMMA Investing
California
$687K
WorldQuant Millennium Advisors
391
WorldQuant Millennium Advisors
New York
$675K
NDSIB
392
North Dakota State Investment Board
North Dakota
$673K
VWM
393
Vivid Wealth Management
Iowa
$672K
FFM
394
Forum Financial Management
Illinois
$666K
UCFA
395
United Capital Financial Advisors
Texas
$665K
AI
396
Atria Investments
North Carolina
$662K
HWM
397
HB Wealth Management
Georgia
$658K
PAS
398
Park Avenue Securities
New York
$657K
CPIG
399
Chicago Partners Investment Group
Illinois
$657K
SS
400
Sunbelt Securities
Texas
$656K