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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
PFBT
701
Parkside Financial Bank & Trust
Missouri
$45.1K
TWD
702
True Wealth Design
Ohio
$45.1K
WBC
703
Westpac Banking Corp
Australia
$45.1K
EW
704
Elyxium Wealth
California
$44.8K
NWM
705
Navigoe Wealth Management
California
$43K
CYG
706
Clean Yield Group
Vermont
$42.7K
JFGIW
707
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$42.2K
KFAS
708
Keating Financial Advisory Services
Kansas
$41.8K
SIM
709
Sentry Investment Management
Wisconsin
$41K
FGA
710
Fortis Group Advisors
New Jersey
$40.4K
PAG
711
Paladin Advisory Group
Iowa
$39.6K
SIC
712
SJS Investment Consulting
Ohio
$38.2K
FHA
713
Flagship Harbor Advisors
Massachusetts
$38K
RWM
714
Rialto Wealth Management
New York
$37.4K
PGAM
715
Princeton Global Asset Management
New Jersey
$37.4K
BLC
716
Brown, Lisle/Cummings
Rhode Island
$37.3K
BTD
717
BankPlus Trust Department
Mississippi
$37.2K
AIM
718
Anchor Investment Management
South Carolina
$36.5K
FFO
719
Fortitude Family Office
Arizona
$35.7K
GWSG
720
GPS Wealth Strategies Group
Colorado
$35.6K
PWAM
721
Private Wealth Asset Management
Iowa
$35.5K
DJSG
722
D.J. St. Germain
Massachusetts
$35.1K
MWA
723
Miller Wealth Advisors
Colorado
$34.9K
MA
724
MCF Advisors
Kentucky
$34.8K
CW
725
Curio Wealth
Maryland
$34K