PFG icon

Principal Financial Group

874 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, 333 increasing their positions, 255 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
874
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
EI
626
EFG International
$182K
CAL
627
Capital Analysts LLC
Pennsylvania
$173K
WFA
628
West Financial Advisors
Iowa
$159K
BBHC
629
Brown Brothers Harriman & Co
New York
$159K
SCM
630
Silvant Capital Management
Georgia
$154K
CTC
631
Central Trust Company
Missouri
$153K
CFS
632
Compass Financial Services
Iowa
$149K
PA
633
Parallel Advisors
California
$149K
MCM
634
Manchester Capital Management
Vermont
$148K
HIA
635
Harbor Investment Advisory
Maryland
$146K
ACA
636
Atlas Capital Advisors
Wyoming
$146K
TM
637
Torren Management
California
$145K
QC
638
Quent Capital
New York
$141K
HBT
639
Hills Bank & Trust
Iowa
$141K
RBI
640
Raiffeisen Bank International
Austria
$140K
LFA
641
LGT Financial Advisors
Texas
$136K
NRG
642
Nemes Rush Group
Michigan
$127K
JFA
643
JNBA Financial Advisors
Minnesota
$126K
PTC
644
Private Trust Company
Ohio
$117K
JWA
645
JFS Wealth Advisors
Pennsylvania
$113K
CA
646
Clearstead Advisors
Ohio
$111K
HFS
647
Hantz Financial Services
Michigan
$106K
CAL
648
Capital Advisors Ltd
Ohio
$106K
VCM
649
Versant Capital Management
Arizona
$103K
OW
650
Olistico Wealth
Oklahoma
$102K