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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
SL
751
Salomon & Ludwin
Virginia
$22.2K
JWM
752
Jessup Wealth Management
Ohio
$21.7K
ME
753
McIlrath & Eck
Washington
$21.4K
FP
754
Financial Perspectives
Minnesota
$21K
GBT
755
Grove Bank & Trust
Florida
$20.8K
CT
756
Caldwell Trust
Florida
$20.7K
CCMI
757
Creative Capital Management Investments
California
$20.6K
VNA
758
Valley National Advisers
Pennsylvania
$20K
GKIM
759
GW&K Investment Management
Massachusetts
$20K
KAS
760
Kemnay Advisory Services
New York
$19.9K
CTB
761
Country Trust Bank
Illinois
$19.5K
KFI
762
Key Financial Inc
Pennsylvania
$19.3K
SA
763
SRH Advisors
Kansas
$18.6K
AWM
764
Activest Wealth Management
Florida
$18.6K
DIP
765
DT Investment Partners
Pennsylvania
$18.5K
FFA
766
Frazier Financial Advisors
Ohio
$18.3K
BA
767
Blueline Advisors
New Hampshire
$18.2K
SWIM
768
Smallwood Wealth Investment Management
New Jersey
$18.2K
NECFA
769
New England Capital Financial Advisors
Connecticut
$17.6K
KTC
770
Kentucky Trust Company
Kentucky
$17.6K
ST
771
Smithfield Trust
Pennsylvania
$17K
NS
772
NBC Securities
Alabama
$16.8K
MAM
773
Marquette Asset Management
Minnesota
$16.6K
ZBNA
774
Zions Bancorporation, National Association
Utah
$16.1K
SS
775
SBI Securities
Japan
$15.8K