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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
First Trust Advisors
26
First Trust Advisors
Illinois
$60.7M
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$55M
Swiss National Bank
28
Swiss National Bank
Switzerland
$53.9M
Fidelity Investments
29
Fidelity Investments
Massachusetts
$53.9M
WAM
30
Weiss Asset Management
Massachusetts
$53.7M
Citadel Advisors
31
Citadel Advisors
Florida
$52.6M
Victory Capital Management
32
Victory Capital Management
Texas
$52.2M
Barclays
33
Barclays
United Kingdom
$51.5M
BNP Paribas Financial Markets
34
BNP Paribas Financial Markets
France
$51M
N
35
Nuveen
North Carolina
$48.4M
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$46.2M
LPL Financial
37
LPL Financial
California
$46M
Massachusetts Financial Services
38
Massachusetts Financial Services
Massachusetts
$45.9M
BA
39
Bridgewater Associates
Connecticut
$41.9M
Teacher Retirement System of Texas
40
Teacher Retirement System of Texas
Texas
$41.3M
Mitsubishi UFJ Asset Management
41
Mitsubishi UFJ Asset Management
Japan
$40.7M
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$40.5M
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$39.8M
BNP Paribas Asset Management
44
BNP Paribas Asset Management
France
$38.6M
American Century Companies
45
American Century Companies
Missouri
$37.9M
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$36.4M
WCM
47
Wedge Capital Management
North Carolina
$36.3M
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$35.8M
VRS
49
Virginia Retirement Systems
Virginia
$35M
KBC Group
50
KBC Group
Belgium
$35M