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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
CA
676
CoreCap Advisors
Michigan
$67.3K
SC
677
Stephens Consulting
Michigan
$64K
GGI
678
Godsey & Gibb Inc
Virginia
$61.7K
WA
679
Whipplewood Advisors
Colorado
$61.7K
TF
680
Tompkins Financial
New York
$57.3K
HBW
681
Hazlett, Burt & Watson
West Virginia
$57K
CH
682
Cromwell Holdings
Wyoming
$56.6K
BL
683
BFSG LLC
California
$54.9K
OL
684
OneFund LLC
Florida
$54.4K
FAMI
685
Fideuram Asset Management (Ireland)
$53.3K
OP
686
ORG Partners
Indiana
$52.9K
GSWM
687
Golden State Wealth Management
California
$52.6K
PWA
688
Physician Wealth Advisors
Utah
$52K
FHC
689
First Horizon Corporation
Tennessee
$51.4K
DMBA
690
Deseret Mutual Benefit Administrators
Utah
$50.9K
LB
691
Legacy Bridge
Iowa
$50.3K
NEWAS
692
N.E.W. Advisory Services
Wisconsin
$49.4K
WAS
693
Winch Advisory Services
Wisconsin
$49.1K
FC
694
Financial Consulate
Maryland
$48.6K
SV
695
Stilwell Value
New York
$48.3K
PMFA
696
Plante Moran Financial Advisors
Michigan
$48.2K
M
697
MOTCO
Texas
$47.2K
MPWT
698
MassMutual Private Wealth & Trust
Connecticut
$46.9K
DWS
699
Dynamic Wealth Strategies
California
$46.6K
CHC
700
City Holding Co
West Virginia
$46.3K