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Principal Financial Group

871 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, 254 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
871
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
PFM
576
Patton Fund Management
Texas
$239K
GIA
577
Gladstone Institutional Advisory
Florida
$237K
WPC
578
Wedmont Private Capital
Pennsylvania
$237K
ST
579
Sageworth Trust
Pennsylvania
$237K
KC
580
Kinloch Capital
Virginia
$236K
ASN
581
Advisory Services Network
Georgia
$235K
MK
582
MASTERINVEST Kapitalanlage
$235K
RBWA
583
RFG - Bristol Wealth Advisors
Massachusetts
$234K
WP
584
Westmount Partners
California
$234K
Fidelity International
585
Fidelity International
Bermuda
$233K
IRAG
586
Investment Research & Advisory Group
Georgia
$233K
NC
587
nVerses Capital
Florida
$233K
LIM
588
Leavell Investment Management
Alabama
$231K
RWM
589
Ritholtz Wealth Management
New York
$231K
WT
590
Whittier Trust
California
$230K
KCP
591
Kera Capital Partners
California
$229K
William Blair & Company
592
William Blair & Company
Illinois
$228K
TFGT
593
TS Financial Group (TSFG)
Illinois
$227K
FIA
594
Foundations Investment Advisors
Arizona
$225K
SCI
595
S&CO Inc
Massachusetts
$220K
LRWA
596
Long Run Wealth Advisors
New York
$219K
TCWA
597
Turtle Creek Wealth Advisors
Texas
$218K
PCMC
598
Paragon Capital Management (Colorado)
Colorado
$217K
SAG
599
SageView Advisory Group
California
$216K
SG
600
StoneX Group
New York
$215K