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Principal Financial Group

872 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, 332 increasing their positions, 255 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
872
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
BCP
501
Blackhawk Capital Partners
Wisconsin
$355K
JGIA
502
Jackson Grant Investment Advisers
Connecticut
$352K
OC
503
Optima Capital
Oregon
$350K
GCM
504
Glaxis Capital Management
Florida
$348K
PL
505
Perpetual Ltd
Australia
$343K
LS
506
Livforsakringsbolaget Skandia
Sweden
$342K
SVWAG
507
Sound View Wealth Advisors Group
Georgia
$341K
IAA
508
Independent Advisor Alliance
North Carolina
$339K
LA
509
LVW Advisors
New York
$339K
RSWA
510
Robinson Smith Wealth Advisors
Maine
$337K
GRP
511
Global Retirement Partners
California
$333K
BHCM
512
Brevan Howard Capital Management
Jersey
$333K
AW
513
Alteri Wealth
California
$328K
WA
514
Waddell & Associates
Tennessee
$327K
QT
515
Quantbot Technologies
New York
$326K
AWA
516
Aaron Wealth Advisors
Illinois
$322K
FCFC
517
First Citizens Financial Corp
Iowa
$322K
NAM
518
NorthCrest Asset Manangement
Minnesota
$320K
TSS
519
Two Sigma Securities
New York
$317K
MAS
520
Meeder Advisory Services
Ohio
$317K
DWP
521
Daymark Wealth Partners
Ohio
$316K
OWA
522
One Wealth Advisors
California
$315K
BCI
523
Brinker Capital Investments
Pennsylvania
$312K
STCOSD
524
Sageworth Trust Company of South Dakota
South Dakota
$311K
TG
525
TCW Group
California
$311K