PFG icon

Principal Financial Group

871 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, 332 increasing their positions, 254 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
871
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
RWS
901
Resolute Wealth Strategies
Mississippi
RAG
902
RIA Advisory Group
Iowa
Capstone Investment Advisors
903
Capstone Investment Advisors
New York
TCM
904
Teza Capital Management
Illinois
CCIA
905
Campbell & Co Investment Adviser
Maryland
PA
906
Profund Advisors
Maryland
FC
907
FORA Capital
Florida
NSEDCP
908
NJ State Employees Deferred Compensation Plan
New Jersey
AWM
909
Arista Wealth Management
Nevada
MG
910
Mather Group
Illinois
Simplex Trading
911
Simplex Trading
Illinois
CCA
912
Catalyst Capital Advisors
New York
HWA
913
Heartwood Wealth Advisors
Virginia
SIA
914
Sit Investment Associates
Minnesota
Group One Trading
915
Group One Trading
Illinois
NAAA
916
New Age Alpha Advisors
New York
TCOT
917
Trust Company of Toledo
Ohio
ABWM
918
Alpine Bank Wealth Management
Colorado
RA
919
Rise Advisors
New York
MSWA
920
Marshall & Sterling Wealth Advisors
New York
POIA
921
Pin Oak Investment Advisors
Texas
HHGA
922
Halbert Hargrove Global Advisors
California
CCM
923
Cloud Capital Management
Washington
MPW
924
MASECO Private Wealth
CT
925
Clearstead Trust
Maine