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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
GCM
801
Gunpowder Capital Management
Maryland
$10.8K
CPG
802
Cornerstone Planning Group
New Jersey
$10.8K
KFP
803
Kerr Financial Planning
California
$10.5K
RFG
804
REAP Financial Group
Texas
$10.2K
UFF
805
USA Financial Formulas
Michigan
$10.2K
S
806
Sachetta
Massachusetts
$10.1K
MFT
807
Moisand Fitzgerald Tamayo
Florida
$9.7K
WTC
808
WhitTier Trust Company
Nevada
$9.18K
BWAM
809
Boyd Watterson Asset Management
Ohio
$9.09K
FNWA
810
Financial Network Wealth Advisors
Utah
$8.82K
AP
811
Atwood & Palmer
Missouri
$8.82K
AFG
812
Albion Financial Group
Utah
$8.82K
AEPWM
813
Atlantic Edge Private Wealth Management
Florida
$8.82K
GK
814
Graney & King
New York
$8.82K
TAM
815
Tucker Asset Management
Colorado
$8.03K
WCM
816
Westend Capital Management
California
$7.06K
VFM
817
Vision Financial Markets
Connecticut
$6.64K
MHR
818
Matthew Hamilton Rosenberg
$6.62K
EWA
819
EQ Wealth Advisors
Texas
$6.62K
SFG
820
Strive Financial Group
Indiana
$6.17K
NMG
821
New Millennium Group
Utah
$6K
SWM
822
SHP Wealth Management
Massachusetts
$5.82K
IWM
823
IMG Wealth Management
Florida
$5.12K
WA
824
Westfuller Advisors
New York
$5.1K
RDFA
825
Ritter Daniher Financial Advisory
Ohio
$5.03K