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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
TFM
676
TFC Financial Management
Massachusetts
$76.8K
MCM
677
MV Capital Management
Maryland
$75.2K
BF
678
BOK Financial
Oklahoma
$71K
BTI
679
Blue Trust Inc
Georgia
$70.7K
CA
680
CoreCap Advisors
Michigan
$67.3K
SC
681
Stephens Consulting
Michigan
$64K
GGI
682
Godsey & Gibb Inc
Virginia
$61.7K
WA
683
Whipplewood Advisors
Colorado
$61.7K
TF
684
Tompkins Financial
New York
$57.3K
HBW
685
Hazlett, Burt & Watson
West Virginia
$57K
CH
686
Cromwell Holdings
Wyoming
$56.6K
BL
687
BFSG LLC
California
$54.9K
OL
688
OneFund LLC
Florida
$54.4K
FAMI
689
Fideuram Asset Management (Ireland)
$53.3K
OP
690
ORG Partners
Indiana
$52.9K
GSWM
691
Golden State Wealth Management
California
$52.6K
PWA
692
Physician Wealth Advisors
Utah
$52K
FHC
693
First Horizon Corporation
Tennessee
$51.4K
DMBA
694
Deseret Mutual Benefit Administrators
Utah
$50.9K
LB
695
Legacy Bridge
Iowa
$50.3K
NEWAS
696
N.E.W. Advisory Services
Wisconsin
$49.4K
WAS
697
Winch Advisory Services
Wisconsin
$49.1K
FC
698
Financial Consulate
Maryland
$48.6K
SV
699
Stilwell Value
New York
$48.3K
PMFA
700
Plante Moran Financial Advisors
Michigan
$48.2K