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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
CAL
651
Capital Advisors Ltd
Ohio
$106K
VCM
652
Versant Capital Management
Arizona
$103K
OW
653
Olistico Wealth
Oklahoma
$102K
CFO
654
CVA Family Office
Colorado
$99.5K
RFS
655
Richardson Financial Services
Massachusetts
$97.9K
RWM
656
RMG Wealth Management
Wisconsin
$97.4K
LFG
657
Larson Financial Group
Missouri
$97.1K
GIA
658
GHP Investment Advisors
Colorado
$96.9K
AUB
659
Atlantic Union Bankshares
Virginia
$94K
PP
660
Pingora Partners
Wyoming
$88.2K
LWCFA
661
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$87.6K
KCM
662
Key Capital Management
Tennessee
$86.2K
Los Angeles Capital Management
663
Los Angeles Capital Management
California
$85.8K
SNB
664
Security National Bank
Nebraska
$84.7K
RFP
665
Root Financial Partners
California
$83.9K
PB
666
Pinnacle Bancorp
Nebraska
$83.9K
GWM
667
Geneos Wealth Management
Colorado
$83.8K
QL
668
Quarry LP
New York
$81.2K
FCAS
669
First Command Advisory Services
Texas
$78.8K
FCT
670
First Community Trust
Iowa
$78.8K
TH
671
TCTC Holdings
Texas
$77.2K
TFM
672
TFC Financial Management
Massachusetts
$76.8K
MCM
673
MV Capital Management
Maryland
$75.2K
BF
674
BOK Financial
Oklahoma
$71K
BTI
675
Blue Trust Inc
Georgia
$70.7K