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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
WP
501
Woodline Partners
California
$359K
KeyBank National Association
502
KeyBank National Association
Ohio
$359K
SI
503
Seeds Investor
New York
$357K
IWC
504
Integrated Wealth Concepts
Massachusetts
$357K
BCP
505
Blackhawk Capital Partners
Wisconsin
$355K
JGIA
506
Jackson Grant Investment Advisers
Connecticut
$352K
OC
507
Optima Capital
Oregon
$350K
JF
508
JMN Financial
Ohio
$349K
GCM
509
Glaxis Capital Management
Florida
$348K
PL
510
Perpetual Ltd
Australia
$343K
LS
511
Livforsakringsbolaget Skandia
Sweden
$342K
SVWAG
512
Sound View Wealth Advisors Group
Georgia
$341K
IAA
513
Independent Advisor Alliance
North Carolina
$339K
LA
514
LVW Advisors
New York
$339K
RSWA
515
Robinson Smith Wealth Advisors
Maine
$337K
GRP
516
Global Retirement Partners
California
$333K
BHCM
517
Brevan Howard Capital Management
Jersey
$333K
AW
518
Alteri Wealth
California
$328K
WA
519
Waddell & Associates
Tennessee
$327K
QT
520
Quantbot Technologies
New York
$326K
AWA
521
Aaron Wealth Advisors
Illinois
$322K
FCFC
522
First Citizens Financial Corp
Iowa
$322K
NAM
523
NorthCrest Asset Manangement
Minnesota
$320K
TSS
524
Two Sigma Securities
New York
$317K
MAS
525
Meeder Advisory Services
Ohio
$317K