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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
M
701
MOTCO
Texas
$47.2K
MPWT
702
MassMutual Private Wealth & Trust
Connecticut
$46.9K
DWS
703
Dynamic Wealth Strategies
California
$46.6K
CHC
704
City Holding Co
West Virginia
$46.3K
PFBT
705
Parkside Financial Bank & Trust
Missouri
$45.1K
TWD
706
True Wealth Design
Ohio
$45.1K
WBC
707
Westpac Banking Corp
Australia
$45.1K
EW
708
Elyxium Wealth
California
$44.8K
NWM
709
Navigoe Wealth Management
California
$43K
CYG
710
Clean Yield Group
Vermont
$42.7K
JFGIW
711
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$42.2K
KFAS
712
Keating Financial Advisory Services
Kansas
$41.8K
SIM
713
Sentry Investment Management
Wisconsin
$41K
FGA
714
Fortis Group Advisors
New Jersey
$40.4K
PAG
715
Paladin Advisory Group
Iowa
$39.6K
SIC
716
SJS Investment Consulting
Ohio
$38.2K
FHA
717
Flagship Harbor Advisors
Massachusetts
$38K
RWM
718
Rialto Wealth Management
New York
$37.4K
PGAM
719
Princeton Global Asset Management
New Jersey
$37.4K
BLC
720
Brown, Lisle/Cummings
Rhode Island
$37.3K
BTD
721
BankPlus Trust Department
Mississippi
$37.2K
AIM
722
Anchor Investment Management
South Carolina
$36.5K
FFO
723
Fortitude Family Office
Arizona
$35.7K
GWSG
724
GPS Wealth Strategies Group
Colorado
$35.6K
PWAM
725
Private Wealth Asset Management
Iowa
$35.5K