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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
SWM
751
Spire Wealth Management
Virginia
$23K
LWMI
752
Legacy Wealth Management (Idaho)
Idaho
$23K
SL
753
Salomon & Ludwin
Virginia
$22.2K
JWM
754
Jessup Wealth Management
Ohio
$21.7K
ME
755
McIlrath & Eck
Washington
$21.4K
FP
756
Financial Perspectives
Minnesota
$21K
GBT
757
Grove Bank & Trust
Florida
$20.8K
CT
758
Caldwell Trust
Florida
$20.7K
CCMI
759
Creative Capital Management Investments
California
$20.6K
GKIM
760
GW&K Investment Management
Massachusetts
$20K
VNA
761
Valley National Advisers
Pennsylvania
$20K
KAS
762
Kemnay Advisory Services
New York
$19.9K
CTB
763
Country Trust Bank
Illinois
$19.5K
KFI
764
Key Financial Inc
Pennsylvania
$19.3K
SA
765
SRH Advisors
Kansas
$18.6K
AWM
766
Activest Wealth Management
Florida
$18.6K
DIP
767
DT Investment Partners
Pennsylvania
$18.5K
FFA
768
Frazier Financial Advisors
Ohio
$18.3K
BA
769
Blueline Advisors
New Hampshire
$18.2K
SWIM
770
Smallwood Wealth Investment Management
New Jersey
$18.2K
NECFA
771
New England Capital Financial Advisors
Connecticut
$17.6K
KTC
772
Kentucky Trust Company
Kentucky
$17.6K
ST
773
Smithfield Trust
Pennsylvania
$17K
NS
774
NBC Securities
Alabama
$16.8K
SIS
775
Strategic Investment Solutions
Illinois
$16.7K