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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
FIM
726
FWL Investment Management
Texas
$33.5K
TFA
727
Toth Financial Advisory
Virginia
$32.2K
TCM
728
TD Capital Management
Tennessee
$32.1K
C
729
Covestor
United Kingdom
$32K
ANBT
730
American National Bank & Trust
Texas
$30.8K
TPCW
731
TD Private Client Wealth
New York
$30.5K
Q1WB
732
Quest 10 Wealth Builders
Virginia
$30.5K
BIA
733
Bell Investment Advisors
California
$30.3K
AG
734
AmeriFlex Group
Nevada
$30.1K
AA
735
Ancora Advisors
Ohio
$29.5K
AF
736
Advisornet Financial
Minnesota
$28.6K
CFB
737
Cullen/Frost Bankers
Texas
$28.3K
BWL
738
Bogart Wealth LLC
Virginia
$27.8K
CWP
739
Concord Wealth Partners
Virginia
$27.3K
FPF
740
First Pacific Financial
Washington
$26.5K
OSNBOA
741
Old Second National Bank of Aurora
Illinois
$26.5K
SSG
742
Summit Securities Group
New York
$26.3K
CT
743
Colonial Trust
South Carolina
$26K
TSMHT
744
Thurston Springer Miller Herd & Titak
Indiana
$26K
HHCP
745
Hilton Head Capital Partners
South Carolina
$25.8K
PK
746
Pflug Koory
Nebraska
$25.1K
YP
747
YANKCOM Partnership
South Dakota
$24.9K
DE
748
DV Equities
Illinois
$24.5K
NSIM
749
North Star Investment Management
Illinois
$24.4K
HRC
750
Hoertkorn Richard Charles
$24K