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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
HBW
676
Hazlett, Burt & Watson
West Virginia
$57K
CH
677
Cromwell Holdings
Wyoming
$56.6K
BL
678
BFSG LLC
California
$54.9K
OL
679
OneFund LLC
Florida
$54.4K
FAMI
680
Fideuram Asset Management (Ireland)
$53.3K
OP
681
ORG Partners
Indiana
$52.9K
GSWM
682
Golden State Wealth Management
California
$52.6K
PWA
683
Physician Wealth Advisors
Utah
$52K
FHC
684
First Horizon Corporation
Tennessee
$51.4K
DMBA
685
Deseret Mutual Benefit Administrators
Utah
$50.9K
LB
686
Legacy Bridge
Iowa
$50.3K
NEWAS
687
N.E.W. Advisory Services
Wisconsin
$49.4K
WAS
688
Winch Advisory Services
Wisconsin
$49.1K
FC
689
Financial Consulate
Maryland
$48.6K
SV
690
Stilwell Value
New York
$48.3K
PMFA
691
Plante Moran Financial Advisors
Michigan
$48.2K
M
692
MOTCO
Texas
$47.2K
MPWT
693
MassMutual Private Wealth & Trust
Connecticut
$46.9K
DWS
694
Dynamic Wealth Strategies
California
$46.6K
CHC
695
City Holding Co
West Virginia
$46.3K
PFBT
696
Parkside Financial Bank & Trust
Missouri
$45.1K
TWD
697
True Wealth Design
Ohio
$45.1K
WBC
698
Westpac Banking Corp
Australia
$45.1K
EW
699
Elyxium Wealth
California
$44.8K
NWM
700
Navigoe Wealth Management
California
$43K