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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
PA
376
Pinnacle Associates
New York
$743K
SC
377
Syon Capital
California
$738K
AF
378
Allworth Financial
California
$728K
BIG
379
Brooklyn Investment Group
New York
$723K
LCM
380
Legato Capital Management
California
$721K
EH
381
Equitable Holdings
New York
$718K
CRC
382
Curi RMB Capital
Illinois
$716K
IA
383
IFP Advisors
Florida
$706K
CSB
384
City State Bank
Iowa
$700K
Assenagon Asset Management
385
Assenagon Asset Management
Luxembourg
$699K
EF
386
Empirical Finance
Pennsylvania
$692K
WFM
387
Wolff Financial Management
Michigan
$689K
GI
388
GAMMA Investing
California
$687K
WorldQuant Millennium Advisors
389
WorldQuant Millennium Advisors
New York
$675K
NDSIB
390
North Dakota State Investment Board
North Dakota
$673K
VWM
391
Vivid Wealth Management
Iowa
$672K
FFM
392
Forum Financial Management
Illinois
$666K
UCFA
393
United Capital Financial Advisors
Texas
$665K
AI
394
Atria Investments
North Carolina
$662K
HWM
395
HB Wealth Management
Georgia
$658K
PAS
396
Park Avenue Securities
New York
$657K
CPIG
397
Chicago Partners Investment Group
Illinois
$657K
SS
398
Sunbelt Securities
Texas
$656K
TMAM
399
Tokio Marine Asset Management
Japan
$654K
PT
400
Plimoth Trust
Massachusetts
$653K