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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
TPCW
726
TD Private Client Wealth
New York
$30.5K
Q1WB
727
Quest 10 Wealth Builders
Virginia
$30.5K
BIA
728
Bell Investment Advisors
California
$30.3K
AG
729
AmeriFlex Group
Nevada
$30.1K
AA
730
Ancora Advisors
Ohio
$29.5K
AF
731
Advisornet Financial
Minnesota
$28.6K
CFB
732
Cullen/Frost Bankers
Texas
$28.3K
BWL
733
Bogart Wealth LLC
Virginia
$27.8K
CWP
734
Concord Wealth Partners
Virginia
$27.3K
FPF
735
First Pacific Financial
Washington
$26.5K
OSNBOA
736
Old Second National Bank of Aurora
Illinois
$26.5K
SSG
737
Summit Securities Group
New York
$26.3K
CT
738
Colonial Trust
South Carolina
$26K
TSMHT
739
Thurston Springer Miller Herd & Titak
Indiana
$26K
HHCP
740
Hilton Head Capital Partners
South Carolina
$25.8K
PK
741
Pflug Koory
Nebraska
$25.1K
YP
742
YANKCOM Partnership
South Dakota
$24.9K
DE
743
DV Equities
Illinois
$24.5K
NSIM
744
North Star Investment Management
Illinois
$24.4K
HRC
745
Hoertkorn Richard Charles
$24K
WAG
746
Wilkerson Advisory Group
Missouri
$23.6K
IAIM
747
International Assets Investment Management
Florida
$23.4K
CFFP
748
Center for Financial Planning
Michigan
$23.3K
SWM
749
Spire Wealth Management
Virginia
$23K
LWMI
750
Legacy Wealth Management (Idaho)
Idaho
$23K