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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
LI
901
LifeWealth Investments
Florida
BJL
902
Brighton Jones LLC
Washington
GWMR
903
GC Wealth Management RIA
Massachusetts
RWS
904
Resolute Wealth Strategies
Mississippi
RAG
905
RIA Advisory Group
Iowa
Capstone Investment Advisors
906
Capstone Investment Advisors
New York
TCM
907
Teza Capital Management
Illinois
CCIA
908
Campbell & Co Investment Adviser
Maryland
PA
909
Profund Advisors
Maryland
FC
910
FORA Capital
Florida
NSEDCP
911
NJ State Employees Deferred Compensation Plan
New Jersey
AWM
912
Arista Wealth Management
Nevada
MG
913
Mather Group
Illinois
Simplex Trading
914
Simplex Trading
Illinois
CCA
915
Catalyst Capital Advisors
New York
HWA
916
Heartwood Wealth Advisors
Virginia
SIA
917
Sit Investment Associates
Minnesota
Group One Trading
918
Group One Trading
Illinois
NAAA
919
New Age Alpha Advisors
New York
TCOT
920
Trust Company of Toledo
Ohio
ABWM
921
Alpine Bank Wealth Management
Colorado
RA
922
Rise Advisors
New York
MSWA
923
Marshall & Sterling Wealth Advisors
New York
POIA
924
Pin Oak Investment Advisors
Texas
HHGA
925
Halbert Hargrove Global Advisors
California