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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
CAL
626
Capital Analysts LLC
Pennsylvania
$173K
WFA
627
West Financial Advisors
Iowa
$159K
BBHC
628
Brown Brothers Harriman & Co
New York
$159K
SCM
629
Silvant Capital Management
Georgia
$154K
CTC
630
Central Trust Company
Missouri
$153K
PA
631
Parallel Advisors
California
$149K
MCM
632
Manchester Capital Management
Vermont
$148K
HIA
633
Harbor Investment Advisory
Maryland
$146K
ACA
634
Atlas Capital Advisors
Wyoming
$146K
TM
635
Torren Management
California
$145K
QC
636
Quent Capital
New York
$141K
HBT
637
Hills Bank & Trust
Iowa
$141K
RBI
638
Raiffeisen Bank International
Austria
$140K
LFA
639
LGT Financial Advisors
Texas
$136K
NRG
640
Nemes Rush Group
Michigan
$127K
JFA
641
JNBA Financial Advisors
Minnesota
$126K
PTC
642
Private Trust Company
Ohio
$117K
JWA
643
JFS Wealth Advisors
Pennsylvania
$113K
CA
644
Clearstead Advisors
Ohio
$111K
HFS
645
Hantz Financial Services
Michigan
$106K
CAL
646
Capital Advisors Ltd
Ohio
$106K
VCM
647
Versant Capital Management
Arizona
$103K
OW
648
Olistico Wealth
Oklahoma
$102K
CFO
649
CVA Family Office
Colorado
$99.5K
RFS
650
Richardson Financial Services
Massachusetts
$97.9K