PFG icon

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
AP
801
Atwood & Palmer
Missouri
$8.82K
AFG
802
Albion Financial Group
Utah
$8.82K
AEPWM
803
Atlantic Edge Private Wealth Management
Florida
$8.82K
FNWA
804
Financial Network Wealth Advisors
Utah
$8.82K
GK
805
Graney & King
New York
$8.82K
TAM
806
Tucker Asset Management
Colorado
$8.03K
WCM
807
Westend Capital Management
California
$7.06K
VFM
808
Vision Financial Markets
Connecticut
$6.64K
MHR
809
Matthew Hamilton Rosenberg
$6.62K
EWA
810
EQ Wealth Advisors
Texas
$6.62K
SFG
811
Strive Financial Group
Indiana
$6.17K
NMG
812
New Millennium Group
Utah
$6K
IWM
813
IMG Wealth Management
Florida
$5.12K
WA
814
Westfuller Advisors
New York
$5.1K
RDFA
815
Ritter Daniher Financial Advisory
Ohio
$5.03K
AGWCA
816
Annis Gardner Whiting Capital Advisors
Florida
$4.76K
CFM
817
Cornerstone Financial Management
Massachusetts
$4.76K
DCM
818
Davis Capital Management
Florida
$4.59K
SC
819
SouthState Corp
Florida
$4.32K
PIS
820
POM Investment Strategies
North Carolina
$4.32K
OAJ
821
Ogorek Anthony Joseph
New York
$4K
HHMI
822
Howard Hughes Medical Institute
Maryland
$3.88K
AIC
823
Archer Investment Corporation
Indiana
$3.88K
AWM
824
Abound Wealth Management
Tennessee
$3.62K
HPC
825
HM Payson & Co
Maine
$3.44K