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Principal Financial Group

874 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, 333 increasing their positions, 255 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
874
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
AIC
826
Archer Investment Corporation
Indiana
$3.88K
AWM
827
Abound Wealth Management
Tennessee
$3.62K
HPC
828
HM Payson & Co
Maine
$3.44K
FMP
829
Financial Management Professionals
Texas
$3.35K
DPW
830
DiNuzzo Private Wealth
Pennsylvania
$3.18K
PWMG
831
Prestige Wealth Management Group
New Jersey
$3K
RJA
832
Ross\Johnson & Associates
Minnesota
$3K
CC
833
Corsicana & Co
Texas
$2.82K
KG
834
Kilter Group
New York
$2.65K
TCM
835
Triumph Capital Management
Colorado
$2.38K
EWP
836
Elevation Wealth Partners
California
$2.29K
LI
837
LRI Investments
Florida
$2.29K
BHWM
838
Bay Harbor Wealth Management
Maryland
$2.29K
Walleye Capital
839
Walleye Capital
New York
$2.21K
CFG
840
Clayton Financial Group
Missouri
$2.03K
AW
841
Avion Wealth
Texas
$2K
DF
842
Dunhill Financial
United Kingdom
$1.89K
HFS
843
Hughes Financial Services
Virginia
$1.85K
NL
844
NVWM LLC
Pennsylvania
$1.76K
TPBG
845
Turning Point Benefit Group
Maryland
$1.76K
NWM
846
Nova Wealth Management
Florida
$1.59K
WWM
847
Wolff Wiese Magana
California
$1.32K
MSWM
848
Mowery & Schoenfeld Wealth Management
Illinois
$1.32K
PWA
849
Principia Wealth Advisory
Texas
$1.32K
CIAS
850
CBIZ Investment Advisory Services
Ohio
$1.24K