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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
JWA
651
JFS Wealth Advisors
Pennsylvania
$113K
CA
652
Clearstead Advisors
Ohio
$111K
CIAM
653
Caitong International Asset Management
Hong Kong
$109K
HFS
654
Hantz Financial Services
Michigan
$106K
CAL
655
Capital Advisors Ltd
Ohio
$106K
VCM
656
Versant Capital Management
Arizona
$103K
OW
657
Olistico Wealth
Oklahoma
$102K
CFO
658
CVA Family Office
Colorado
$99.5K
RFS
659
Richardson Financial Services
Massachusetts
$97.9K
RWM
660
RMG Wealth Management
Wisconsin
$97.4K
LFG
661
Larson Financial Group
Missouri
$97.1K
GIA
662
GHP Investment Advisors
Colorado
$96.9K
AUB
663
Atlantic Union Bankshares
Virginia
$94K
PP
664
Pingora Partners
Wyoming
$88.2K
LWCFA
665
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$87.6K
KCM
666
Key Capital Management
Tennessee
$86.2K
Los Angeles Capital Management
667
Los Angeles Capital Management
California
$85.8K
SNB
668
Security National Bank
Nebraska
$84.7K
RFP
669
Root Financial Partners
California
$83.9K
PB
670
Pinnacle Bancorp
Nebraska
$83.9K
GWM
671
Geneos Wealth Management
Colorado
$83.8K
QL
672
Quarry LP
New York
$81.2K
FCAS
673
First Command Advisory Services
Texas
$78.8K
FCT
674
First Community Trust
Iowa
$78.8K
TH
675
TCTC Holdings
Texas
$77.2K