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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
CAM
626
Clarity Asset Management
Iowa
$187K
AIP
627
Ameritas Investment Partners
Nebraska
$186K
EI
628
EFG International
$182K
CAL
629
Capital Analysts LLC
Pennsylvania
$173K
WFA
630
West Financial Advisors
Iowa
$159K
BBHC
631
Brown Brothers Harriman & Co
New York
$159K
SCM
632
Silvant Capital Management
Georgia
$154K
CTC
633
Central Trust Company
Missouri
$153K
CFS
634
Compass Financial Services
Iowa
$149K
PA
635
Parallel Advisors
California
$149K
MCM
636
Manchester Capital Management
Vermont
$148K
HIA
637
Harbor Investment Advisory
Maryland
$146K
ACA
638
Atlas Capital Advisors
Wyoming
$146K
TM
639
Torren Management
California
$145K
QC
640
Quent Capital
New York
$141K
HBT
641
Hills Bank & Trust
Iowa
$141K
RBI
642
Raiffeisen Bank International
Austria
$140K
LFA
643
LGT Financial Advisors
Texas
$136K
NRG
644
Nemes Rush Group
Michigan
$127K
JFA
645
JNBA Financial Advisors
Minnesota
$126K
PTC
646
Private Trust Company
Ohio
$117K
JWA
647
JFS Wealth Advisors
Pennsylvania
$113K
CA
648
Clearstead Advisors
Ohio
$111K
CIAM
649
Caitong International Asset Management
Hong Kong
$109K
HFS
650
Hantz Financial Services
Michigan
$106K