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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
VVP
426
Venture Visionary Partners
Ohio
$554K
GT
427
Greenleaf Trust
Michigan
$554K
M&T Bank
428
M&T Bank
New York
$551K
MML Investors Services
429
MML Investors Services
Massachusetts
$550K
RBC
430
Romano Brothers & Co
Illinois
$546K
AC
431
AXQ Capital
New Jersey
$543K
JWCA
432
J.W. Cole Advisors
Florida
$541K
CCM
433
Coldstream Capital Management
Washington
$540K
CIA
434
Capital Investment Advisors
Georgia
$540K
Vontobel Holding
435
Vontobel Holding
Switzerland
$538K
CWA
436
Centennial Wealth Advisory
Michigan
$535K
JCIA
437
Jackson Creek Investment Advisors
Colorado
$532K
PCIA
438
Prime Capital Investment Advisors
Kansas
$522K
KRSITF
439
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$515K
AC
440
Apella Capital
Connecticut
$515K
ISB
441
Iowa State Bank
Iowa
$505K
AWM
442
Apollon Wealth Management
South Carolina
$505K
CAMG
443
CWA Asset Management Group
Florida
$501K
Nomura Holdings
444
Nomura Holdings
Japan
$500K
DS
445
DRW Securities
Illinois
$498K
PAM
446
Palisade Asset Management
Minnesota
$495K
Lido Advisors
447
Lido Advisors
California
$483K
TRCT
448
Tower Research Capital (TRC)
New York
$481K
SAM
449
Securian Asset Management
Minnesota
$480K
MSA
450
MUFG Securities Americas
New York
$475K