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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
C
726
Covestor
United Kingdom
$32K
ANBT
727
American National Bank & Trust
Texas
$30.8K
TPCW
728
TD Private Client Wealth
New York
$30.5K
Q1WB
729
Quest 10 Wealth Builders
Virginia
$30.5K
BIA
730
Bell Investment Advisors
California
$30.3K
AG
731
AmeriFlex Group
Nevada
$30.1K
AA
732
Ancora Advisors
Ohio
$29.5K
AF
733
Advisornet Financial
Minnesota
$28.6K
CFB
734
Cullen/Frost Bankers
Texas
$28.3K
BWL
735
Bogart Wealth LLC
Virginia
$27.8K
CWP
736
Concord Wealth Partners
Virginia
$27.3K
FPF
737
First Pacific Financial
Washington
$26.5K
OSNBOA
738
Old Second National Bank of Aurora
Illinois
$26.5K
SSG
739
Summit Securities Group
New York
$26.3K
CT
740
Colonial Trust
South Carolina
$26K
TSMHT
741
Thurston Springer Miller Herd & Titak
Indiana
$26K
HHCP
742
Hilton Head Capital Partners
South Carolina
$25.8K
PK
743
Pflug Koory
Nebraska
$25.1K
YP
744
YANKCOM Partnership
South Dakota
$24.9K
DE
745
DV Equities
Illinois
$24.5K
NSIM
746
North Star Investment Management
Illinois
$24.4K
HRC
747
Hoertkorn Richard Charles
$24K
WAG
748
Wilkerson Advisory Group
Missouri
$23.6K
IAIM
749
International Assets Investment Management
Florida
$23.4K
CFFP
750
Center for Financial Planning
Michigan
$23.3K