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
CFO
651
CVA Family Office
Colorado
$99.5K
RFS
652
Richardson Financial Services
Massachusetts
$97.9K
RWM
653
RMG Wealth Management
Wisconsin
$97.4K
LFG
654
Larson Financial Group
Missouri
$97.1K
GIA
655
GHP Investment Advisors
Colorado
$96.9K
AUB
656
Atlantic Union Bankshares
Virginia
$94K
PP
657
Pingora Partners
Wyoming
$88.2K
LWCFA
658
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$87.6K
KCM
659
Key Capital Management
Tennessee
$86.2K
Los Angeles Capital Management
660
Los Angeles Capital Management
California
$85.8K
SNB
661
Security National Bank
Nebraska
$84.7K
RFP
662
Root Financial Partners
California
$83.9K
PB
663
Pinnacle Bancorp
Nebraska
$83.9K
GWM
664
Geneos Wealth Management
Colorado
$83.8K
QL
665
Quarry LP
New York
$81.2K
FCAS
666
First Command Advisory Services
Texas
$78.8K
FCT
667
First Community Trust
Iowa
$78.8K
TH
668
TCTC Holdings
Texas
$77.2K
TFM
669
TFC Financial Management
Massachusetts
$76.8K
MCM
670
MV Capital Management
Maryland
$75.2K
BF
671
BOK Financial
Oklahoma
$71K
BTI
672
Blue Trust Inc
Georgia
$70.7K
CA
673
CoreCap Advisors
Michigan
$67.3K
SC
674
Stephens Consulting
Michigan
$64K
GGI
675
Godsey & Gibb Inc
Virginia
$61.7K