PFG icon

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
CWP
851
Clark Wealth Partners
Illinois
$1.15K
PCM
852
Penserra Capital Management
California
$1K
HIA
853
HFM Investment Advisors
New Jersey
$971
AP
854
Aspect Partners
Virginia
$970
ACA
855
American Capital Advisory
Idaho
$794
AIM
856
Arcadia Investment Management
Michigan
$794
IPS
857
Investors Portfolio Services
Washington
$744
VWA
858
Valued Wealth Advisors
Utah
$716
UCB
859
United Community Bank
South Carolina
$706
Kayne Anderson Rudnick Investment Management
860
Kayne Anderson Rudnick Investment Management
California
$706
CTWM
861
Cherry Tree Wealth Management
Minnesota
$706
LAS
862
Lloyd Advisory Services
Georgia
$589
AA
863
Addison Advisors
Vermont
$530
WA
864
WestEnd Advisors
North Carolina
$529
SEP
865
Signature Equity Partners
Ohio
$529
SA
866
Seneschal Advisors
Washington
$442
QWM
867
Quaker Wealth Management
New Jersey
$442
EWM
868
Evolution Wealth Management
Florida
$441
WWA
869
Wealth Watch Advisors
Colorado
$441
APW
870
Atlantic Private Wealth
North Carolina
$441
APW
871
Aventura Private Wealth
Florida
$441
YDMI
872
Y.D. More Investments
Israel
$328
DF
873
DecisionPoint Financial
Arizona
$177
SWA
874
SOA Wealth Advisors
New York
$103
Voloridge Investment Management
875
Voloridge Investment Management
Florida