PFG icon

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
GS
576
GTS Securities
New York
$239K
PFM
577
Patton Fund Management
Texas
$239K
GIA
578
Gladstone Institutional Advisory
Florida
$237K
WPC
579
Wedmont Private Capital
Pennsylvania
$237K
ST
580
Sageworth Trust
Pennsylvania
$237K
KC
581
Kinloch Capital
Virginia
$236K
ASN
582
Advisory Services Network
Georgia
$235K
MK
583
MASTERINVEST Kapitalanlage
$235K
RBWA
584
RFG - Bristol Wealth Advisors
Massachusetts
$234K
WP
585
Westmount Partners
California
$234K
Fidelity International
586
Fidelity International
Bermuda
$233K
IRAG
587
Investment Research & Advisory Group
Georgia
$233K
NC
588
nVerses Capital
Florida
$233K
LIM
589
Leavell Investment Management
Alabama
$231K
RWM
590
Ritholtz Wealth Management
New York
$231K
WT
591
Whittier Trust
California
$230K
KCP
592
Kera Capital Partners
California
$229K
William Blair & Company
593
William Blair & Company
Illinois
$228K
TFGT
594
TS Financial Group (TSFG)
Illinois
$227K
FIA
595
Foundations Investment Advisors
Arizona
$225K
SCI
596
S&CO Inc
Massachusetts
$220K
LRWA
597
Long Run Wealth Advisors
New York
$219K
TCWA
598
Turtle Creek Wealth Advisors
Texas
$218K
PCMC
599
Paragon Capital Management (Colorado)
Colorado
$217K
SAG
600
SageView Advisory Group
California
$216K