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Principal Financial Group

874 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, 333 increasing their positions, 255 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
874
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
CI
551
CX Institutional
Indiana
$267K
SFP
552
Shepherd Financial Partners
Massachusetts
$265K
CPBTD
553
Central Pacific Bank - Trust Division
Hawaii
$265K
SNBOSD
554
Security National Bank of So Dak
Iowa
$265K
GMA
555
Glassy Mountain Advisors
Maryland
$265K
BCM
556
Brookstone Capital Management
Illinois
$263K
VFA
557
Valeo Financial Advisors
Indiana
$261K
BC
558
Burney Company
Virginia
$261K
HSA
559
HBK Sorce Advisory
Pennsylvania
$261K
GIA
560
Gateway Investment Advisers
Ohio
$260K
MA
561
Mutual Advisors
Nebraska
$257K
BB
562
Busey Bank
Illinois
$256K
IPWA
563
International Private Wealth Advisors
California
$255K
WI
564
WBI Investments
New Jersey
$254K
NW
565
NewEdge Wealth
Pennsylvania
$251K
NB
566
Nicolet Bankshares
Wisconsin
$251K
1WA
567
180 Wealth Advisors
Washington
$249K
AFG
568
Atomi Financial Group
New York
$248K
PNC
569
Park National Corp
Ohio
$245K
VAG
570
VisionPoint Advisory Group
Texas
$244K
BP
571
Ballentine Partners
Massachusetts
$242K
FMII
572
Farmers & Merchants Investments Inc
Nebraska
$241K
WW
573
Winnow Wealth
Texas
$240K
EWA
574
EverSource Wealth Advisors
Alabama
$240K
MFS
575
Mirabella Financial Services
United Kingdom
$240K