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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
EWA
576
EverSource Wealth Advisors
Alabama
$240K
MFS
577
Mirabella Financial Services
United Kingdom
$240K
GS
578
GTS Securities
New York
$239K
PFM
579
Patton Fund Management
Texas
$239K
GIA
580
Gladstone Institutional Advisory
Florida
$237K
WPC
581
Wedmont Private Capital
Pennsylvania
$237K
ST
582
Sageworth Trust
Pennsylvania
$237K
KC
583
Kinloch Capital
Virginia
$236K
ASN
584
Advisory Services Network
Georgia
$235K
MK
585
MASTERINVEST Kapitalanlage
$235K
RBWA
586
RFG - Bristol Wealth Advisors
Massachusetts
$234K
WP
587
Westmount Partners
California
$234K
Fidelity International
588
Fidelity International
Bermuda
$233K
IRAG
589
Investment Research & Advisory Group
Georgia
$233K
NC
590
nVerses Capital
Florida
$233K
LIM
591
Leavell Investment Management
Alabama
$231K
RWM
592
Ritholtz Wealth Management
New York
$231K
WT
593
Whittier Trust
California
$230K
KCP
594
Kera Capital Partners
California
$229K
William Blair & Company
595
William Blair & Company
Illinois
$228K
TFGT
596
TS Financial Group (TSFG)
Illinois
$227K
FIA
597
Foundations Investment Advisors
Arizona
$225K
SCI
598
S&CO Inc
Massachusetts
$220K
LRWA
599
Long Run Wealth Advisors
New York
$219K
TCWA
600
Turtle Creek Wealth Advisors
Texas
$218K