PFG icon

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
RWM
651
RMG Wealth Management
Wisconsin
$97.4K
LFG
652
Larson Financial Group
Missouri
$97.1K
GIA
653
GHP Investment Advisors
Colorado
$96.9K
AUB
654
Atlantic Union Bankshares
Virginia
$94K
PP
655
Pingora Partners
Wyoming
$88.2K
LWCFA
656
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$87.6K
KCM
657
Key Capital Management
Tennessee
$86.2K
Los Angeles Capital Management
658
Los Angeles Capital Management
California
$85.8K
SNB
659
Security National Bank
Nebraska
$84.7K
RFP
660
Root Financial Partners
California
$83.9K
PB
661
Pinnacle Bancorp
Nebraska
$83.9K
GWM
662
Geneos Wealth Management
Colorado
$83.8K
QL
663
Quarry LP
New York
$81.2K
FCAS
664
First Command Advisory Services
Texas
$78.8K
FCT
665
First Community Trust
Iowa
$78.8K
TH
666
TCTC Holdings
Texas
$77.2K
TFM
667
TFC Financial Management
Massachusetts
$76.8K
MCM
668
MV Capital Management
Maryland
$75.2K
BF
669
BOK Financial
Oklahoma
$71K
BTI
670
Blue Trust Inc
Georgia
$70.7K
CA
671
CoreCap Advisors
Michigan
$67.3K
SC
672
Stephens Consulting
Michigan
$64K
GGI
673
Godsey & Gibb Inc
Virginia
$61.7K
WA
674
Whipplewood Advisors
Colorado
$61.7K
TF
675
Tompkins Financial
New York
$57.3K