PFG icon

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
WAG
751
Wilkerson Advisory Group
Missouri
$23.6K
IAIM
752
International Assets Investment Management
Florida
$23.4K
CFFP
753
Center for Financial Planning
Michigan
$23.3K
SWM
754
Spire Wealth Management
Virginia
$23K
LWMI
755
Legacy Wealth Management (Idaho)
Idaho
$23K
SL
756
Salomon & Ludwin
Virginia
$22.2K
JWM
757
Jessup Wealth Management
Ohio
$21.7K
ME
758
McIlrath & Eck
Washington
$21.4K
FP
759
Financial Perspectives
Minnesota
$21K
GBT
760
Grove Bank & Trust
Florida
$20.8K
CT
761
Caldwell Trust
Florida
$20.7K
CCMI
762
Creative Capital Management Investments
California
$20.6K
VNA
763
Valley National Advisers
Pennsylvania
$20K
GKIM
764
GW&K Investment Management
Massachusetts
$20K
KAS
765
Kemnay Advisory Services
New York
$19.9K
CTB
766
Country Trust Bank
Illinois
$19.5K
KFI
767
Key Financial Inc
Pennsylvania
$19.3K
RAM
768
Reflection Asset Management
South Carolina
$19K
SA
769
SRH Advisors
Kansas
$18.6K
AWM
770
Activest Wealth Management
Florida
$18.6K
DIP
771
DT Investment Partners
Pennsylvania
$18.5K
FFA
772
Frazier Financial Advisors
Ohio
$18.3K
BA
773
Blueline Advisors
New Hampshire
$18.2K
SWIM
774
Smallwood Wealth Investment Management
New Jersey
$18.2K
NECFA
775
New England Capital Financial Advisors
Connecticut
$17.6K