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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
EW
701
Elyxium Wealth
California
$44.8K
NWM
702
Navigoe Wealth Management
California
$43K
CYG
703
Clean Yield Group
Vermont
$42.7K
JFGIW
704
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$42.2K
KFAS
705
Keating Financial Advisory Services
Kansas
$41.8K
SIM
706
Sentry Investment Management
Wisconsin
$41K
FGA
707
Fortis Group Advisors
New Jersey
$40.4K
PAG
708
Paladin Advisory Group
Iowa
$39.6K
SIC
709
SJS Investment Consulting
Ohio
$38.2K
FHA
710
Flagship Harbor Advisors
Massachusetts
$38K
RWM
711
Rialto Wealth Management
New York
$37.4K
PGAM
712
Princeton Global Asset Management
New Jersey
$37.4K
BLC
713
Brown, Lisle/Cummings
Rhode Island
$37.3K
BTD
714
BankPlus Trust Department
Mississippi
$37.2K
AIM
715
Anchor Investment Management
South Carolina
$36.5K
FFO
716
Fortitude Family Office
Arizona
$35.7K
GWSG
717
GPS Wealth Strategies Group
Colorado
$35.6K
PWAM
718
Private Wealth Asset Management
Iowa
$35.5K
DJSG
719
D.J. St. Germain
Massachusetts
$35.1K
MWA
720
Miller Wealth Advisors
Colorado
$34.9K
MA
721
MCF Advisors
Kentucky
$34.8K
CW
722
Curio Wealth
Maryland
$34K
FIM
723
FWL Investment Management
Texas
$33.5K
TFA
724
Toth Financial Advisory
Virginia
$32.2K
TCM
725
TD Capital Management
Tennessee
$32.1K