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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
MAM
776
Marquette Asset Management
Minnesota
$16.6K
ZBNA
777
Zions Bancorporation, National Association
Utah
$16.1K
SS
778
SBI Securities
Japan
$15.8K
TFG
779
Team Financial Group
California
$15.4K
IRC
780
Investors Research Corp
Georgia
$15.3K
BGAI
781
Bruce G. Allen Investments
Colorado
$15K
HWA
782
HHM Wealth Advisors
Tennessee
$14.9K
RF
783
Rossby Financial
Florida
$14.4K
ADL
784
Asset Dedication LLC
California
$14.2K
AFC
785
Ares Financial Consulting
California
$14.2K
HFS
786
Horizon Financial Services
North Carolina
$13.9K
TCOV
787
Trust Company of Vermont
Vermont
$13.8K
CBT
788
CoreFirst Bank & Trust
Kansas
$13.2K
SGK
789
Steigerwald Gordon & Koch
Virginia
$13.1K
PWMG
790
Private Wealth Management Group
New Jersey
$12.9K
HIW
791
Holos Integrated Wealth
Pennsylvania
$12.3K
BFS
792
Burkett Financial Services
South Carolina
$12.2K
VWM
793
Vermillion Wealth Management
Minnesota
$11.6K
PP
794
PFS Partners
New Jersey
$11K
MAM
795
Meeder Asset Management
Ohio
$10.9K
CPG
796
Cornerstone Planning Group
New Jersey
$10.8K
KFP
797
Kerr Financial Planning
California
$10.5K
RFG
798
REAP Financial Group
Texas
$10.2K
UFF
799
USA Financial Formulas
Michigan
$10.2K
S
800
Sachetta
Massachusetts
$10.1K