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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
TMAM
401
Tokio Marine Asset Management
Japan
$654K
PT
402
Plimoth Trust
Massachusetts
$653K
MAG
403
Mokosak Advisory Group
Iowa
$636K
SPIA
404
Steward Partners Investment Advisory
New York
$635K
JCM
405
Jacobi Capital Management
Pennsylvania
$632K
HH
406
Hilltop Holdings
Texas
$622K
DZ Bank
407
DZ Bank
Germany
$617K
SCP
408
Sivia Capital Partners
California
$617K
CWM
409
Cornerstone Wealth Management
Missouri
$614K
CAM
410
Carret Asset Management
New York
$613K
VI
411
Vestcor Inc
New Brunswick, Canada
$603K
PCG
412
Prosperity Consulting Group
Maryland
$601K
CFO
413
Callan Family Office
Pennsylvania
$599K
RFC
414
Regions Financial Corp
Alabama
$597K
MYAM
415
Meiji Yasuda Asset Management
Japan
$594K
UB
416
UMB Bank
Missouri
$590K
AG
417
AIA Group
Hong Kong
$587K
AAIS
418
ABN AMRO Investment Solutions
$586K
OWP
419
Obermeyer Wealth Partners
Colorado
$581K
GC
420
Guggenheim Capital
Illinois
$577K
GPW
421
Gentry Private Wealth
Kansas
$572K
BBVA
422
Banco Bilbao Vizcaya Argentaria
Spain
$570K
EOJOAM
423
E. Ohman J:or Asset Management
Sweden
$569K
NMIMC
424
Northwestern Mutual Investment Management Company
Wisconsin
$563K
CG
425
Curat Global
New Hampshire
$563K