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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
NL
851
NVWM LLC
Pennsylvania
$1.76K
TPBG
852
Turning Point Benefit Group
Maryland
$1.76K
NWM
853
Nova Wealth Management
Florida
$1.59K
WWM
854
Wolff Wiese Magana
California
$1.32K
MSWM
855
Mowery & Schoenfeld Wealth Management
Illinois
$1.32K
PWA
856
Principia Wealth Advisory
Texas
$1.32K
CIAS
857
CBIZ Investment Advisory Services
Ohio
$1.24K
CWP
858
Clark Wealth Partners
Illinois
$1.15K
PCM
859
Penserra Capital Management
California
$1K
HIA
860
HFM Investment Advisors
New Jersey
$971
AP
861
Aspect Partners
Virginia
$970
ACA
862
American Capital Advisory
Idaho
$794
AIM
863
Arcadia Investment Management
Michigan
$794
IPS
864
Investors Portfolio Services
Washington
$744
VWA
865
Valued Wealth Advisors
Utah
$716
UCB
866
United Community Bank
South Carolina
$706
Kayne Anderson Rudnick Investment Management
867
Kayne Anderson Rudnick Investment Management
California
$706
CTWM
868
Cherry Tree Wealth Management
Minnesota
$706
LAS
869
Lloyd Advisory Services
Georgia
$589
AA
870
Addison Advisors
Vermont
$530
WA
871
WestEnd Advisors
North Carolina
$529
SEP
872
Signature Equity Partners
Ohio
$529
SA
873
Seneschal Advisors
Washington
$442
QWM
874
Quaker Wealth Management
New Jersey
$442
NL
875
NorthAvenue LLC
Ohio
$442