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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
PCMC
601
Paragon Capital Management (Colorado)
Colorado
$217K
SAG
602
SageView Advisory Group
California
$216K
SG
603
StoneX Group
New York
$215K
SOW
604
State of Wyoming
Wyoming
$215K
S
605
SignatureFD
Georgia
$214K
SMC
606
Smith, Moore & Co
Missouri
$213K
RFA
607
Resurgent Financial Advisors
Georgia
$212K
CCA
608
Cora Capital Advisors
New Jersey
$212K
BPA
609
Beacon Pointe Advisors
California
$211K
PAM
610
Panagora Asset Management
Massachusetts
$210K
AIM
611
Acropolis Investment Management
Missouri
$210K
KCPG
612
Kavar Capital Partners Group
Kansas
$208K
TAM
613
Trust Asset Management
Texas
$207K
WWC
614
Waypoint Wealth Counsel
Georgia
$206K
EW
615
Evoke Wealth
California
$205K
AAM
616
Auxier Asset Management
Oregon
$205K
EAM
617
Erste Asset Management
Austria
$205K
VanEck Associates
618
VanEck Associates
New York
$204K
IWN
619
Independent Wealth Network
Iowa
$204K
CAM
620
Cidel Asset Management
Ontario, Canada
$204K
Koshinski Asset Management
621
Koshinski Asset Management
Illinois
$203K
HI
622
Harbour Investments
Wisconsin
$202K
PWPS
623
Pinnacle Wealth Planning Services
Ohio
$201K
OIAM
624
OFI Invest Asset Management
France
$190K
ERSOT
625
Employees Retirement System of Texas
Texas
$188K