PFG icon

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
ALAM
476
Asahi Life Asset Management
Japan
$410K
I
477
InceptionR
California
$409K
HCA
478
Harbor Capital Advisors
Illinois
$403K
RC
479
Rexford Capital
Texas
$402K
VT
480
Vise Technologies
New York
$401K
ACM
481
AlphaStar Capital Management
North Carolina
$395K
WANY
482
Wealthspire Advisors (New York)
New York
$393K
AWA
483
Arete Wealth Advisors
Illinois
$393K
QCM
484
QRG Capital Management
Illinois
$393K
EWM
485
Empirical Wealth Management
Washington
$392K
PWM
486
Perigon Wealth Management
California
$392K
RIL
487
Rothschild Investment LLC
Illinois
$391K
CIBC Private Wealth Group
488
CIBC Private Wealth Group
Georgia
$389K
IPW
489
Impact Partnership Wealth
Georgia
$389K
Verition Fund Management
490
Verition Fund Management
Connecticut
$385K
MOS
491
MGO One Seven
Ohio
$382K
BFG
492
Beacon Financial Group
Texas
$382K
SWP
493
Sagespring Wealth Partners
Tennessee
$380K
ETC
494
Exchange Traded Concepts
Oklahoma
$379K
DCM
495
DGS Capital Management
New Jersey
$375K
SAM
496
Sompo Asset Management
Japan
$374K
ATPW
497
Ashton Thomas Private Wealth
Arizona
$372K
BCWM
498
Bartlett & Co Wealth Management
Ohio
$372K
ACA
499
Aptus Capital Advisors
Alabama
$370K
TPA
500
Trivium Point Advisory
Connecticut
$369K