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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
NMG
826
New Millennium Group
Utah
$6K
SWM
827
SHP Wealth Management
Massachusetts
$5.82K
IWM
828
IMG Wealth Management
Florida
$5.12K
WA
829
Westfuller Advisors
New York
$5.1K
RDFA
830
Ritter Daniher Financial Advisory
Ohio
$5.03K
AGWCA
831
Annis Gardner Whiting Capital Advisors
Florida
$4.76K
CFM
832
Cornerstone Financial Management
Massachusetts
$4.76K
DCM
833
Davis Capital Management
Florida
$4.59K
SC
834
SouthState Corp
Florida
$4.32K
PIS
835
POM Investment Strategies
North Carolina
$4.32K
OAJ
836
Ogorek Anthony Joseph
New York
$4K
AIC
837
Archer Investment Corporation
Indiana
$3.88K
HHMI
838
Howard Hughes Medical Institute
Maryland
$3.88K
AWM
839
Abound Wealth Management
Tennessee
$3.62K
HPC
840
HM Payson & Co
Maine
$3.44K
FMP
841
Financial Management Professionals
Texas
$3.35K
DPW
842
DiNuzzo Private Wealth
Pennsylvania
$3.18K
PWMG
843
Prestige Wealth Management Group
New Jersey
$3K
RJA
844
Ross\Johnson & Associates
Minnesota
$3K
CC
845
Corsicana & Co
Texas
$2.82K
KG
846
Kilter Group
New York
$2.65K
TCM
847
Triumph Capital Management
Colorado
$2.38K
EWP
848
Elevation Wealth Partners
California
$2.29K
LI
849
LRI Investments
Florida
$2.29K
BHWM
850
Bay Harbor Wealth Management
Maryland
$2.29K