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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
SOW
601
State of Wyoming
Wyoming
$215K
S
602
SignatureFD
Georgia
$214K
SMC
603
Smith, Moore & Co
Missouri
$213K
RFA
604
Resurgent Financial Advisors
Georgia
$212K
CCA
605
Cora Capital Advisors
New Jersey
$212K
BPA
606
Beacon Pointe Advisors
California
$211K
PAM
607
Panagora Asset Management
Massachusetts
$210K
AIM
608
Acropolis Investment Management
Missouri
$210K
KCPG
609
Kavar Capital Partners Group
Kansas
$208K
TAM
610
Trust Asset Management
Texas
$207K
WWC
611
Waypoint Wealth Counsel
Georgia
$206K
EW
612
Evoke Wealth
California
$205K
AAM
613
Auxier Asset Management
Oregon
$205K
EAM
614
Erste Asset Management
Austria
$205K
VanEck Associates
615
VanEck Associates
New York
$204K
IWN
616
Independent Wealth Network
Iowa
$204K
CAM
617
Cidel Asset Management
Ontario, Canada
$204K
Koshinski Asset Management
618
Koshinski Asset Management
Illinois
$203K
HI
619
Harbour Investments
Wisconsin
$202K
PWPS
620
Pinnacle Wealth Planning Services
Ohio
$201K
OIAM
621
OFI Invest Asset Management
France
$190K
ERSOT
622
Employees Retirement System of Texas
Texas
$188K
CAM
623
Clarity Asset Management
Iowa
$187K
AIP
624
Ameritas Investment Partners
Nebraska
$186K
EI
625
EFG International
$182K