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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
SF
551
Symphony Financial
Texas
$268K
RT
552
Rockland Trust
Massachusetts
$267K
CI
553
CX Institutional
Indiana
$267K
SFP
554
Shepherd Financial Partners
Massachusetts
$265K
CPBTD
555
Central Pacific Bank - Trust Division
Hawaii
$265K
SNBOSD
556
Security National Bank of So Dak
Iowa
$265K
GMA
557
Glassy Mountain Advisors
Maryland
$265K
BCM
558
Brookstone Capital Management
Illinois
$263K
VFA
559
Valeo Financial Advisors
Indiana
$261K
BC
560
Burney Company
Virginia
$261K
HSA
561
HBK Sorce Advisory
Pennsylvania
$261K
GIA
562
Gateway Investment Advisers
Ohio
$260K
MA
563
Mutual Advisors
Nebraska
$257K
BB
564
Busey Bank
Illinois
$256K
IPWA
565
International Private Wealth Advisors
California
$255K
WI
566
WBI Investments
New Jersey
$254K
NW
567
NewEdge Wealth
Pennsylvania
$251K
NB
568
Nicolet Bankshares
Wisconsin
$251K
1WA
569
180 Wealth Advisors
Washington
$249K
AFG
570
Atomi Financial Group
New York
$248K
PNC
571
Park National Corp
Ohio
$245K
VAG
572
VisionPoint Advisory Group
Texas
$244K
BP
573
Ballentine Partners
Massachusetts
$242K
FMII
574
Farmers & Merchants Investments Inc
Nebraska
$241K
WW
575
Winnow Wealth
Texas
$240K