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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
JIC
426
Johnson Investment Counsel
Ohio
$559K
AAP
427
Arax Advisory Partners
Colorado
$558K
HNB
428
Hilltop National Bank
Wyoming
$556K
VVP
429
Venture Visionary Partners
Ohio
$554K
GT
430
Greenleaf Trust
Michigan
$554K
M&T Bank
431
M&T Bank
New York
$551K
MML Investors Services
432
MML Investors Services
Massachusetts
$550K
RBC
433
Romano Brothers & Co
Illinois
$546K
AC
434
AXQ Capital
New Jersey
$543K
JWCA
435
J.W. Cole Advisors
Florida
$541K
CCM
436
Coldstream Capital Management
Washington
$540K
CIA
437
Capital Investment Advisors
Georgia
$540K
Vontobel Holding
438
Vontobel Holding
Switzerland
$538K
CWA
439
Centennial Wealth Advisory
Michigan
$535K
JCIA
440
Jackson Creek Investment Advisors
Colorado
$532K
PCIA
441
Prime Capital Investment Advisors
Kansas
$522K
KRSITF
442
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$515K
AC
443
Apella Capital
Connecticut
$515K
ISB
444
Iowa State Bank
Iowa
$505K
AWM
445
Apollon Wealth Management
South Carolina
$505K
CAMG
446
CWA Asset Management Group
Florida
$501K
Nomura Holdings
447
Nomura Holdings
Japan
$500K
DS
448
DRW Securities
Illinois
$498K
PAM
449
Palisade Asset Management
Minnesota
$495K
Lido Advisors
450
Lido Advisors
California
$483K