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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
MYLI
901
Meiji Yasuda Life Insurance
Japan
Tudor Investment Corp
902
Tudor Investment Corp
Connecticut
NP
903
NorthRock Partners
Minnesota
MM
904
MQS Management
New York
Kovitz Investment Group Partners
905
Kovitz Investment Group Partners
Illinois
BAM
906
Belpointe Asset Management
Nevada
AFCM
907
Applied Finance Capital Management
Puerto Rico
MC
908
Machina Capital
France
LI
909
LifeWealth Investments
Florida
BJL
910
Brighton Jones LLC
Washington
GWMR
911
GC Wealth Management RIA
Massachusetts
RWS
912
Resolute Wealth Strategies
Mississippi
RAG
913
RIA Advisory Group
Iowa
Capstone Investment Advisors
914
Capstone Investment Advisors
New York
TCM
915
Teza Capital Management
Illinois
CCIA
916
Campbell & Co Investment Adviser
Maryland
PA
917
Profund Advisors
Maryland
FC
918
FORA Capital
Florida
NSEDCP
919
NJ State Employees Deferred Compensation Plan
New Jersey
AWM
920
Arista Wealth Management
Nevada
MG
921
Mather Group
Illinois
Simplex Trading
922
Simplex Trading
Illinois
CCA
923
Catalyst Capital Advisors
New York
HWA
924
Heartwood Wealth Advisors
Virginia
SIA
925
Sit Investment Associates
Minnesota