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Principal Financial Group

888 hedge funds and large institutions have $14.2B invested in Principal Financial Group in 2025 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 335 increasing their positions, 256 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 (+$930M)

0.48% more ownership

Funds ownership: 71.71%72.2% (+0.48%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
888
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
BP
576
Ballentine Partners
Massachusetts
$242K
FMII
577
Farmers & Merchants Investments Inc
Nebraska
$241K
WW
578
Winnow Wealth
Texas
$240K
EWA
579
EverSource Wealth Advisors
Alabama
$240K
MFS
580
Mirabella Financial Services
United Kingdom
$240K
GS
581
GTS Securities
New York
$239K
PFM
582
Patton Fund Management
Texas
$239K
GIA
583
Gladstone Institutional Advisory
Florida
$237K
WPC
584
Wedmont Private Capital
Pennsylvania
$237K
ST
585
Sageworth Trust
Pennsylvania
$237K
KC
586
Kinloch Capital
Virginia
$236K
ASN
587
Advisory Services Network
Georgia
$235K
MK
588
MASTERINVEST Kapitalanlage
$235K
RBWA
589
RFG - Bristol Wealth Advisors
Massachusetts
$234K
WP
590
Westmount Partners
California
$234K
Fidelity International
591
Fidelity International
Bermuda
$233K
IRAG
592
Investment Research & Advisory Group
Georgia
$233K
NC
593
nVerses Capital
Florida
$233K
LIM
594
Leavell Investment Management
Alabama
$231K
RWM
595
Ritholtz Wealth Management
New York
$231K
WT
596
Whittier Trust
California
$230K
KCP
597
Kera Capital Partners
California
$229K
William Blair & Company
598
William Blair & Company
Illinois
$228K
TFGT
599
TS Financial Group (TSFG)
Illinois
$227K
FIA
600
Foundations Investment Advisors
Arizona
$225K