PFG icon

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
FFA
776
Frazier Financial Advisors
Ohio
$18.3K
BA
777
Blueline Advisors
New Hampshire
$18.2K
SWIM
778
Smallwood Wealth Investment Management
New Jersey
$18.2K
NECFA
779
New England Capital Financial Advisors
Connecticut
$17.6K
KTC
780
Kentucky Trust Company
Kentucky
$17.6K
USB
781
Union Savings Bank
Connecticut
$17.2K
ST
782
Smithfield Trust
Pennsylvania
$17K
NS
783
NBC Securities
Alabama
$16.8K
SIS
784
Strategic Investment Solutions
Illinois
$16.7K
MAM
785
Marquette Asset Management
Minnesota
$16.6K
ZBNA
786
Zions Bancorporation, National Association
Utah
$16.1K
SS
787
SBI Securities
Japan
$15.8K
TFG
788
Team Financial Group
California
$15.4K
IRC
789
Investors Research Corp
Georgia
$15.3K
SWP
790
Strategic Wealth Partners
Ohio
$15.3K
BGAI
791
Bruce G. Allen Investments
Colorado
$15K
HWA
792
HHM Wealth Advisors
Tennessee
$14.9K
RF
793
Rossby Financial
Florida
$14.4K
ADL
794
Asset Dedication LLC
California
$14.2K
AFC
795
Ares Financial Consulting
California
$14.2K
HFS
796
Horizon Financial Services
North Carolina
$13.9K
TCOV
797
Trust Company of Vermont
Vermont
$13.8K
CBT
798
CoreFirst Bank & Trust
Kansas
$13.2K
SGK
799
Steigerwald Gordon & Koch
Virginia
$13.1K
PWMG
800
Private Wealth Management Group
New Jersey
$12.9K