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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
HNB
426
Hilltop National Bank
Wyoming
$556K
VVP
427
Venture Visionary Partners
Ohio
$554K
GT
428
Greenleaf Trust
Michigan
$554K
M&T Bank
429
M&T Bank
New York
$551K
MML Investors Services
430
MML Investors Services
Massachusetts
$550K
RBC
431
Romano Brothers & Co
Illinois
$546K
AC
432
AXQ Capital
New Jersey
$543K
JWCA
433
J.W. Cole Advisors
Florida
$541K
CCM
434
Coldstream Capital Management
Washington
$540K
CIA
435
Capital Investment Advisors
Georgia
$540K
Vontobel Holding
436
Vontobel Holding
Switzerland
$538K
CWA
437
Centennial Wealth Advisory
Michigan
$535K
JCIA
438
Jackson Creek Investment Advisors
Colorado
$532K
PCIA
439
Prime Capital Investment Advisors
Kansas
$522K
KRSITF
440
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$515K
AC
441
Apella Capital
Connecticut
$515K
ISB
442
Iowa State Bank
Iowa
$505K
AWM
443
Apollon Wealth Management
South Carolina
$505K
CAMG
444
CWA Asset Management Group
Florida
$501K
Nomura Holdings
445
Nomura Holdings
Japan
$500K
DS
446
DRW Securities
Illinois
$498K
PAM
447
Palisade Asset Management
Minnesota
$495K
Lido Advisors
448
Lido Advisors
California
$483K
TRCT
449
Tower Research Capital (TRC)
New York
$481K
SAM
450
Securian Asset Management
Minnesota
$480K