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Principal Financial Group

888 hedge funds and large institutions have $14.2B invested in Principal Financial Group in 2025 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 335 increasing their positions, 256 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 (+$930M)

0.48% more ownership

Funds ownership: 71.71%72.2% (+0.48%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
888
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
AWM
926
Arista Wealth Management
Nevada
MG
927
Mather Group
Illinois
Simplex Trading
928
Simplex Trading
Illinois
CCA
929
Catalyst Capital Advisors
New York
HWA
930
Heartwood Wealth Advisors
Virginia
SIA
931
Sit Investment Associates
Minnesota
Group One Trading
932
Group One Trading
Illinois
NAAA
933
New Age Alpha Advisors
New York
TCOT
934
Trust Company of Toledo
Ohio
ABWM
935
Alpine Bank Wealth Management
Colorado
PPA
936
Painted Porch Advisors
California
RA
937
Rise Advisors
New York
MSWA
938
Marshall & Sterling Wealth Advisors
New York
POIA
939
Pin Oak Investment Advisors
Texas
HHGA
940
Halbert Hargrove Global Advisors
California
CCM
941
Cloud Capital Management
Washington
MPW
942
MASECO Private Wealth
CT
943
Clearstead Trust
Maine
GWSA
944
Global Wealth Strategies & Associates
Colorado
TIM
945
Tortoise Investment Management
New York
SFCL
946
Strengthening Families & Communities LLC
Massachusetts
OCM
947
Orion Capital Management
California
AT
948
Avalon Trust
New Mexico
JWM
949
JPL Wealth Management
Colorado