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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
GCP
526
GSA Capital Partners
United Kingdom
$310K
FFP
527
FourThought Financial Partners
Florida
$307K
KCWM
528
Kane Co Wealth Management
Iowa
$307K
ATC
529
Argent Trust Co
Tennessee
$302K
SAM
530
Smartleaf Asset Management
Massachusetts
$301K
PLFS
531
Provident Living Financial Services
Utah
$298K
CAG
532
Csenge Advisory Group
Florida
$294K
KNFPWM
533
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$294K
Balyasny Asset Management
534
Balyasny Asset Management
Illinois
$294K
AAS
535
Ameritas Advisory Services
Nebraska
$291K
CCA
536
Checchi Capital Advisers
California
$289K
EFS
537
Essex Financial Services
Connecticut
$286K
LSPW
538
Lake Street Private Wealth
Illinois
$285K
BMM
539
Berkshire Money Management
Massachusetts
$284K
CIA
540
Caerus Investment Advisors
Texas
$284K
Brown Advisory
541
Brown Advisory
Maryland
$284K
RIA
542
Regal Investment Advisors
Michigan
$284K
PCA
543
Pallas Capital Advisors
Massachusetts
$283K
CTA
544
Chesley Taft & Associates
Illinois
$283K
WFA
545
Wellspring Financial Advisors
Ohio
$276K
AWM
546
Adams Wealth Management
Utah
$276K
CI
547
CacheTech Inc
Utah
$276K
RG
548
Renaissance Group
Kentucky
$274K
SF
549
Symphony Financial
Texas
$268K
RT
550
Rockland Trust
Massachusetts
$267K