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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
WA
676
Whipplewood Advisors
Colorado
$61.7K
TF
677
Tompkins Financial
New York
$57.3K
HBW
678
Hazlett, Burt & Watson
West Virginia
$57K
CH
679
Cromwell Holdings
Wyoming
$56.6K
BL
680
BFSG LLC
California
$54.9K
OL
681
OneFund LLC
Florida
$54.4K
FAMI
682
Fideuram Asset Management (Ireland)
$53.3K
OP
683
ORG Partners
Indiana
$52.9K
GSWM
684
Golden State Wealth Management
California
$52.6K
PWA
685
Physician Wealth Advisors
Utah
$52K
FHC
686
First Horizon Corporation
Tennessee
$51.4K
DMBA
687
Deseret Mutual Benefit Administrators
Utah
$50.9K
LB
688
Legacy Bridge
Iowa
$50.3K
NEWAS
689
N.E.W. Advisory Services
Wisconsin
$49.4K
WAS
690
Winch Advisory Services
Wisconsin
$49.1K
FC
691
Financial Consulate
Maryland
$48.6K
SV
692
Stilwell Value
New York
$48.3K
PMFA
693
Plante Moran Financial Advisors
Michigan
$48.2K
M
694
MOTCO
Texas
$47.2K
MPWT
695
MassMutual Private Wealth & Trust
Connecticut
$46.9K
DWS
696
Dynamic Wealth Strategies
California
$46.6K
CHC
697
City Holding Co
West Virginia
$46.3K
PFBT
698
Parkside Financial Bank & Trust
Missouri
$45.1K
TWD
699
True Wealth Design
Ohio
$45.1K
WBC
700
Westpac Banking Corp
Australia
$45.1K