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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
HI
626
Harbour Investments
Wisconsin
$202K
PWPS
627
Pinnacle Wealth Planning Services
Ohio
$201K
OIAM
628
OFI Invest Asset Management
France
$190K
ERSOT
629
Employees Retirement System of Texas
Texas
$188K
CAM
630
Clarity Asset Management
Iowa
$187K
AIP
631
Ameritas Investment Partners
Nebraska
$186K
EI
632
EFG International
$182K
CAL
633
Capital Analysts LLC
Pennsylvania
$173K
WFA
634
West Financial Advisors
Iowa
$159K
BBHC
635
Brown Brothers Harriman & Co
New York
$159K
SCM
636
Silvant Capital Management
Georgia
$154K
CTC
637
Central Trust Company
Missouri
$153K
CFS
638
Compass Financial Services
Iowa
$149K
PA
639
Parallel Advisors
California
$149K
MCM
640
Manchester Capital Management
Vermont
$148K
HIA
641
Harbor Investment Advisory
Maryland
$146K
ACA
642
Atlas Capital Advisors
Wyoming
$146K
TM
643
Torren Management
California
$145K
QC
644
Quent Capital
New York
$141K
HBT
645
Hills Bank & Trust
Iowa
$141K
RBI
646
Raiffeisen Bank International
Austria
$140K
LFA
647
LGT Financial Advisors
Texas
$136K
NRG
648
Nemes Rush Group
Michigan
$127K
JFA
649
JNBA Financial Advisors
Minnesota
$126K
PTC
650
Private Trust Company
Ohio
$117K