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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
SCI
601
S&CO Inc
Massachusetts
$220K
LRWA
602
Long Run Wealth Advisors
New York
$219K
TCWA
603
Turtle Creek Wealth Advisors
Texas
$218K
PCMC
604
Paragon Capital Management (Colorado)
Colorado
$217K
SAG
605
SageView Advisory Group
California
$216K
SG
606
StoneX Group
New York
$215K
SOW
607
State of Wyoming
Wyoming
$215K
S
608
SignatureFD
Georgia
$214K
SMC
609
Smith, Moore & Co
Missouri
$213K
RFA
610
Resurgent Financial Advisors
Georgia
$212K
CCA
611
Cora Capital Advisors
New Jersey
$212K
BPA
612
Beacon Pointe Advisors
California
$211K
PAM
613
Panagora Asset Management
Massachusetts
$210K
AIM
614
Acropolis Investment Management
Missouri
$210K
KCPG
615
Kavar Capital Partners Group
Kansas
$208K
TAM
616
Trust Asset Management
Texas
$207K
WWC
617
Waypoint Wealth Counsel
Georgia
$206K
EW
618
Evoke Wealth
California
$205K
AAM
619
Auxier Asset Management
Oregon
$205K
EAM
620
Erste Asset Management
Austria
$205K
EPL
621
Essential Partners LLC
California
$205K
VanEck Associates
622
VanEck Associates
New York
$204K
IWN
623
Independent Wealth Network
Iowa
$204K
CAM
624
Cidel Asset Management
Ontario, Canada
$204K
Koshinski Asset Management
625
Koshinski Asset Management
Illinois
$203K