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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
CYG
701
Clean Yield Group
Vermont
$42.7K
JFGIW
702
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$42.2K
KFAS
703
Keating Financial Advisory Services
Kansas
$41.8K
SIM
704
Sentry Investment Management
Wisconsin
$41K
FGA
705
Fortis Group Advisors
New Jersey
$40.4K
PAG
706
Paladin Advisory Group
Iowa
$39.6K
SIC
707
SJS Investment Consulting
Ohio
$38.2K
FHA
708
Flagship Harbor Advisors
Massachusetts
$38K
RWM
709
Rialto Wealth Management
New York
$37.4K
PGAM
710
Princeton Global Asset Management
New Jersey
$37.4K
BLC
711
Brown, Lisle/Cummings
Rhode Island
$37.3K
BTD
712
BankPlus Trust Department
Mississippi
$37.2K
AIM
713
Anchor Investment Management
South Carolina
$36.5K
FFO
714
Fortitude Family Office
Arizona
$35.7K
GWSG
715
GPS Wealth Strategies Group
Colorado
$35.6K
PWAM
716
Private Wealth Asset Management
Iowa
$35.5K
DJSG
717
D.J. St. Germain
Massachusetts
$35.1K
MWA
718
Miller Wealth Advisors
Colorado
$34.9K
MA
719
MCF Advisors
Kentucky
$34.8K
CW
720
Curio Wealth
Maryland
$34K
FIM
721
FWL Investment Management
Texas
$33.5K
TFA
722
Toth Financial Advisory
Virginia
$32.2K
TCM
723
TD Capital Management
Tennessee
$32.1K
C
724
Covestor
United Kingdom
$32K
ANBT
725
American National Bank & Trust
Texas
$30.8K