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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
DJSG
726
D.J. St. Germain
Massachusetts
$35.1K
MWA
727
Miller Wealth Advisors
Colorado
$34.9K
MA
728
MCF Advisors
Kentucky
$34.8K
CW
729
Curio Wealth
Maryland
$34K
FIM
730
FWL Investment Management
Texas
$33.5K
TFA
731
Toth Financial Advisory
Virginia
$32.2K
TCM
732
TD Capital Management
Tennessee
$32.1K
C
733
Covestor
United Kingdom
$32K
ANBT
734
American National Bank & Trust
Texas
$30.8K
TPCW
735
TD Private Client Wealth
New York
$30.5K
Q1WB
736
Quest 10 Wealth Builders
Virginia
$30.5K
BIA
737
Bell Investment Advisors
California
$30.3K
AG
738
AmeriFlex Group
Nevada
$30.1K
AA
739
Ancora Advisors
Ohio
$29.5K
AF
740
Advisornet Financial
Minnesota
$28.6K
CFB
741
Cullen/Frost Bankers
Texas
$28.3K
BWL
742
Bogart Wealth LLC
Virginia
$27.8K
CWP
743
Concord Wealth Partners
Virginia
$27.3K
FPF
744
First Pacific Financial
Washington
$26.5K
OSNBOA
745
Old Second National Bank of Aurora
Illinois
$26.5K
SSG
746
Summit Securities Group
New York
$26.3K
CT
747
Colonial Trust
South Carolina
$26K
TSMHT
748
Thurston Springer Miller Herd & Titak
Indiana
$26K
HHCP
749
Hilton Head Capital Partners
South Carolina
$25.8K
PK
750
Pflug Koory
Nebraska
$25.1K