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Principal Financial Group
892 hedge funds and large institutions have $14.2B invested in Principal Financial Group in 2025 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 335 increasing their positions, 257 reducing their positions, and 61 closing their positions.
New
Increased
Maintained
Reduced
Closed
674% more call options, than puts
Call options by funds: $14.1M | Put options by funds: $1.83M
121% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 61
30% more repeat investments, than reductions
Existing positions increased: 335 | Existing positions reduced: 257
8% more funds holding
Funds holding: 829 → 892 (+63)
7% more capital invested
Capital invested by funds: $13.3B → $14.2B (+$917M)
0.41% more ownership
Funds ownership: 71.79% → 72.2% (+0.41%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Holders
892
Holders Change
+63
Holders Change %
+7.6%
% of All Funds
10.85%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
135
Increased
335
Reduced
257
Closed
61
Calls
$14.1M
Puts
$1.83M
Net Calls
+$12.3M
Net Calls Change
+$974K
Top Buyers
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$105M |
| 2 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$44M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$36.5M |
| 4 |
LPL Financial
San Diego,
California
|
+$34M |
| 5 |
BlackRock
New York
|
+$32.7M |
Top Sellers
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$280M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$89.8M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$76.6M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$58.2M |
| 5 |
SLAM
Swiss Life Asset Management
Zurich,
|
-$45.4M |