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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
HCA
476
Harbor Capital Advisors
Illinois
$403K
RC
477
Rexford Capital
Texas
$402K
VT
478
Vise Technologies
New York
$401K
ACM
479
AlphaStar Capital Management
North Carolina
$395K
WANY
480
Wealthspire Advisors (New York)
New York
$393K
AWA
481
Arete Wealth Advisors
Illinois
$393K
QCM
482
QRG Capital Management
Illinois
$393K
EWM
483
Empirical Wealth Management
Washington
$392K
PWM
484
Perigon Wealth Management
California
$392K
RIL
485
Rothschild Investment LLC
Illinois
$391K
CIBC Private Wealth Group
486
CIBC Private Wealth Group
Georgia
$389K
IPW
487
Impact Partnership Wealth
Georgia
$389K
Verition Fund Management
488
Verition Fund Management
Connecticut
$385K
MOS
489
MGO One Seven
Ohio
$382K
BFG
490
Beacon Financial Group
Texas
$382K
SWP
491
Sagespring Wealth Partners
Tennessee
$380K
ETC
492
Exchange Traded Concepts
Oklahoma
$379K
DCM
493
DGS Capital Management
New Jersey
$375K
SAM
494
Sompo Asset Management
Japan
$374K
ATPW
495
Ashton Thomas Private Wealth
Arizona
$372K
BCWM
496
Bartlett & Co Wealth Management
Ohio
$372K
ACA
497
Aptus Capital Advisors
Alabama
$370K
TPA
498
Trivium Point Advisory
Connecticut
$369K
WP
499
Woodline Partners
California
$359K
KeyBank National Association
500
KeyBank National Association
Ohio
$359K