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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
TFG
776
Team Financial Group
California
$15.4K
IRC
777
Investors Research Corp
Georgia
$15.3K
BGAI
778
Bruce G. Allen Investments
Colorado
$15K
HWA
779
HHM Wealth Advisors
Tennessee
$14.9K
RF
780
Rossby Financial
Florida
$14.4K
ADL
781
Asset Dedication LLC
California
$14.2K
AFC
782
Ares Financial Consulting
California
$14.2K
HFS
783
Horizon Financial Services
North Carolina
$13.9K
TCOV
784
Trust Company of Vermont
Vermont
$13.8K
CBT
785
CoreFirst Bank & Trust
Kansas
$13.2K
SGK
786
Steigerwald Gordon & Koch
Virginia
$13.1K
PWMG
787
Private Wealth Management Group
New Jersey
$12.9K
HIW
788
Holos Integrated Wealth
Pennsylvania
$12.3K
BFS
789
Burkett Financial Services
South Carolina
$12.2K
VWM
790
Vermillion Wealth Management
Minnesota
$11.6K
PP
791
PFS Partners
New Jersey
$11K
MAM
792
Meeder Asset Management
Ohio
$10.9K
CPG
793
Cornerstone Planning Group
New Jersey
$10.8K
KFP
794
Kerr Financial Planning
California
$10.5K
RFG
795
REAP Financial Group
Texas
$10.2K
UFF
796
USA Financial Formulas
Michigan
$10.2K
S
797
Sachetta
Massachusetts
$10.1K
MFT
798
Moisand Fitzgerald Tamayo
Florida
$9.7K
WTC
799
WhitTier Trust Company
Nevada
$9.18K
BWAM
800
Boyd Watterson Asset Management
Ohio
$9.09K