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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
YP
751
YANKCOM Partnership
South Dakota
$24.9K
DE
752
DV Equities
Illinois
$24.5K
NSIM
753
North Star Investment Management
Illinois
$24.4K
HRC
754
Hoertkorn Richard Charles
$24K
WAG
755
Wilkerson Advisory Group
Missouri
$23.6K
IAIM
756
International Assets Investment Management
Florida
$23.4K
CFFP
757
Center for Financial Planning
Michigan
$23.3K
SWM
758
Spire Wealth Management
Virginia
$23K
LWMI
759
Legacy Wealth Management (Idaho)
Idaho
$23K
SL
760
Salomon & Ludwin
Virginia
$22.2K
JWM
761
Jessup Wealth Management
Ohio
$21.7K
ME
762
McIlrath & Eck
Washington
$21.4K
FP
763
Financial Perspectives
Minnesota
$21K
GBT
764
Grove Bank & Trust
Florida
$20.8K
CT
765
Caldwell Trust
Florida
$20.7K
CCMI
766
Creative Capital Management Investments
California
$20.6K
VNA
767
Valley National Advisers
Pennsylvania
$20K
GKIM
768
GW&K Investment Management
Massachusetts
$20K
KAS
769
Kemnay Advisory Services
New York
$19.9K
CTB
770
Country Trust Bank
Illinois
$19.5K
KFI
771
Key Financial Inc
Pennsylvania
$19.3K
RAM
772
Reflection Asset Management
South Carolina
$19K
SA
773
SRH Advisors
Kansas
$18.6K
AWM
774
Activest Wealth Management
Florida
$18.6K
DIP
775
DT Investment Partners
Pennsylvania
$18.5K