PFG icon

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
SI
501
Seeds Investor
New York
$357K
IWC
502
Integrated Wealth Concepts
Massachusetts
$357K
BCP
503
Blackhawk Capital Partners
Wisconsin
$355K
JGIA
504
Jackson Grant Investment Advisers
Connecticut
$352K
OC
505
Optima Capital
Oregon
$350K
GCM
506
Glaxis Capital Management
Florida
$348K
PL
507
Perpetual Ltd
Australia
$343K
LS
508
Livforsakringsbolaget Skandia
Sweden
$342K
SVWAG
509
Sound View Wealth Advisors Group
Georgia
$341K
IAA
510
Independent Advisor Alliance
North Carolina
$339K
LA
511
LVW Advisors
New York
$339K
RSWA
512
Robinson Smith Wealth Advisors
Maine
$337K
GRP
513
Global Retirement Partners
California
$333K
BHCM
514
Brevan Howard Capital Management
Jersey
$333K
AW
515
Alteri Wealth
California
$328K
WA
516
Waddell & Associates
Tennessee
$327K
QT
517
Quantbot Technologies
New York
$326K
AWA
518
Aaron Wealth Advisors
Illinois
$322K
FCFC
519
First Citizens Financial Corp
Iowa
$322K
NAM
520
NorthCrest Asset Manangement
Minnesota
$320K
TSS
521
Two Sigma Securities
New York
$317K
MAS
522
Meeder Advisory Services
Ohio
$317K
DWP
523
Daymark Wealth Partners
Ohio
$316K
OWA
524
One Wealth Advisors
California
$315K
BCI
525
Brinker Capital Investments
Pennsylvania
$312K