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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
KTC
776
Kentucky Trust Company
Kentucky
$17.6K
USB
777
Union Savings Bank
Connecticut
$17.2K
ST
778
Smithfield Trust
Pennsylvania
$17K
NS
779
NBC Securities
Alabama
$16.8K
SIS
780
Strategic Investment Solutions
Illinois
$16.7K
MAM
781
Marquette Asset Management
Minnesota
$16.6K
ZBNA
782
Zions Bancorporation, National Association
Utah
$16.1K
SS
783
SBI Securities
Japan
$15.8K
TFG
784
Team Financial Group
California
$15.4K
IRC
785
Investors Research Corp
Georgia
$15.3K
BGAI
786
Bruce G. Allen Investments
Colorado
$15K
HWA
787
HHM Wealth Advisors
Tennessee
$14.9K
RF
788
Rossby Financial
Florida
$14.4K
ADL
789
Asset Dedication LLC
California
$14.2K
AFC
790
Ares Financial Consulting
California
$14.2K
HFS
791
Horizon Financial Services
North Carolina
$13.9K
TCOV
792
Trust Company of Vermont
Vermont
$13.8K
CBT
793
CoreFirst Bank & Trust
Kansas
$13.2K
SGK
794
Steigerwald Gordon & Koch
Virginia
$13.1K
PWMG
795
Private Wealth Management Group
New Jersey
$12.9K
HIW
796
Holos Integrated Wealth
Pennsylvania
$12.3K
BFS
797
Burkett Financial Services
South Carolina
$12.2K
VWM
798
Vermillion Wealth Management
Minnesota
$11.6K
PP
799
PFS Partners
New Jersey
$11K
MAM
800
Meeder Asset Management
Ohio
$10.9K