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
STCOSD
526
Sageworth Trust Company of South Dakota
South Dakota
$311K
TG
527
TCW Group
California
$311K
GCP
528
GSA Capital Partners
United Kingdom
$310K
FFP
529
FourThought Financial Partners
Florida
$307K
KCWM
530
Kane Co Wealth Management
Iowa
$307K
ATC
531
Argent Trust Co
Tennessee
$302K
SAM
532
Smartleaf Asset Management
Massachusetts
$301K
PLFS
533
Provident Living Financial Services
Utah
$298K
CAG
534
Csenge Advisory Group
Florida
$294K
KNFPWM
535
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$294K
Balyasny Asset Management
536
Balyasny Asset Management
Illinois
$294K
AAS
537
Ameritas Advisory Services
Nebraska
$291K
CCA
538
Checchi Capital Advisers
California
$289K
EFS
539
Essex Financial Services
Connecticut
$286K
LSPW
540
Lake Street Private Wealth
Illinois
$285K
BMM
541
Berkshire Money Management
Massachusetts
$284K
CIA
542
Caerus Investment Advisors
Texas
$284K
Brown Advisory
543
Brown Advisory
Maryland
$284K
RIA
544
Regal Investment Advisors
Michigan
$284K
PCA
545
Pallas Capital Advisors
Massachusetts
$283K
CTA
546
Chesley Taft & Associates
Illinois
$283K
WFA
547
Wellspring Financial Advisors
Ohio
$276K
AWM
548
Adams Wealth Management
Utah
$276K
CI
549
CacheTech Inc
Utah
$276K
RG
550
Renaissance Group
Kentucky
$274K