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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
SC
376
Syon Capital
California
$738K
AF
377
Allworth Financial
California
$728K
BIG
378
Brooklyn Investment Group
New York
$723K
LCM
379
Legato Capital Management
California
$721K
EH
380
Equitable Holdings
New York
$718K
CRC
381
Curi RMB Capital
Illinois
$716K
IA
382
IFP Advisors
Florida
$706K
CSB
383
City State Bank
Iowa
$700K
Assenagon Asset Management
384
Assenagon Asset Management
Luxembourg
$699K
EF
385
Empirical Finance
Pennsylvania
$692K
WFM
386
Wolff Financial Management
Michigan
$689K
GI
387
GAMMA Investing
California
$687K
WorldQuant Millennium Advisors
388
WorldQuant Millennium Advisors
New York
$675K
NDSIB
389
North Dakota State Investment Board
North Dakota
$673K
VWM
390
Vivid Wealth Management
Iowa
$672K
FFM
391
Forum Financial Management
Illinois
$666K
UCFA
392
United Capital Financial Advisors
Texas
$665K
AI
393
Atria Investments
North Carolina
$662K
HWM
394
HB Wealth Management
Georgia
$658K
PAS
395
Park Avenue Securities
New York
$657K
CPIG
396
Chicago Partners Investment Group
Illinois
$657K
SS
397
Sunbelt Securities
Texas
$656K
TMAM
398
Tokio Marine Asset Management
Japan
$654K
PT
399
Plimoth Trust
Massachusetts
$653K
MAG
400
Mokosak Advisory Group
Iowa
$636K