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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
MAG
401
Mokosak Advisory Group
Iowa
$636K
SPIA
402
Steward Partners Investment Advisory
New York
$635K
JCM
403
Jacobi Capital Management
Pennsylvania
$632K
HH
404
Hilltop Holdings
Texas
$622K
DZ Bank
405
DZ Bank
Germany
$617K
SCP
406
Sivia Capital Partners
California
$617K
CWM
407
Cornerstone Wealth Management
Missouri
$614K
CAM
408
Carret Asset Management
New York
$613K
VI
409
Vestcor Inc
New Brunswick, Canada
$603K
PCG
410
Prosperity Consulting Group
Maryland
$601K
CFO
411
Callan Family Office
Pennsylvania
$599K
RFC
412
Regions Financial Corp
Alabama
$597K
MYAM
413
Meiji Yasuda Asset Management
Japan
$594K
UB
414
UMB Bank
Missouri
$590K
AG
415
AIA Group
Hong Kong
$587K
AAIS
416
ABN AMRO Investment Solutions
$586K
OWP
417
Obermeyer Wealth Partners
Colorado
$581K
GC
418
Guggenheim Capital
Illinois
$577K
GPW
419
Gentry Private Wealth
Kansas
$572K
BBVA
420
Banco Bilbao Vizcaya Argentaria
Spain
$570K
EOJOAM
421
E. Ohman J:or Asset Management
Sweden
$569K
NMIMC
422
Northwestern Mutual Investment Management Company
Wisconsin
$563K
CG
423
Curat Global
New Hampshire
$563K
JIC
424
Johnson Investment Counsel
Ohio
$559K
AAP
425
Arax Advisory Partners
Colorado
$558K