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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
SPIA
401
Steward Partners Investment Advisory
New York
$635K
JCM
402
Jacobi Capital Management
Pennsylvania
$632K
HH
403
Hilltop Holdings
Texas
$622K
DZ Bank
404
DZ Bank
Germany
$617K
SCP
405
Sivia Capital Partners
California
$617K
CWM
406
Cornerstone Wealth Management
Missouri
$614K
CAM
407
Carret Asset Management
New York
$613K
VI
408
Vestcor Inc
New Brunswick, Canada
$603K
PCG
409
Prosperity Consulting Group
Maryland
$601K
CFO
410
Callan Family Office
Pennsylvania
$599K
RFC
411
Regions Financial Corp
Alabama
$597K
MYAM
412
Meiji Yasuda Asset Management
Japan
$594K
UB
413
UMB Bank
Missouri
$590K
AG
414
AIA Group
Hong Kong
$587K
AAIS
415
ABN AMRO Investment Solutions
$586K
OWP
416
Obermeyer Wealth Partners
Colorado
$581K
GC
417
Guggenheim Capital
Illinois
$577K
GPW
418
Gentry Private Wealth
Kansas
$572K
BBVA
419
Banco Bilbao Vizcaya Argentaria
Spain
$570K
EOJOAM
420
E. Ohman J:or Asset Management
Sweden
$569K
NMIMC
421
Northwestern Mutual Investment Management Company
Wisconsin
$563K
CG
422
Curat Global
New Hampshire
$563K
JIC
423
Johnson Investment Counsel
Ohio
$559K
AAP
424
Arax Advisory Partners
Colorado
$558K
HNB
425
Hilltop National Bank
Wyoming
$556K