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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
Swedbank
76
Swedbank
Sweden
$18.2M
Caisse de Depot et Placement du Quebec (CDPQ)
77
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$18M
Canada Life
78
Canada Life
Manitoba, Canada
$18M
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$17.9M
Aviva
80
Aviva
United Kingdom
$17M
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$16.9M
Cerity Partners
82
Cerity Partners
New York
$15.9M
New York State Teachers Retirement System (NYSTRS)
83
New York State Teachers Retirement System (NYSTRS)
New York
$15.8M
AWM
84
AE Wealth Management
Kansas
$15.8M
Jane Street
85
Jane Street
New York
$15.1M
Canada Pension Plan Investment Board
86
Canada Pension Plan Investment Board
Ontario, Canada
$14.9M
CM
87
Capital Management
Virginia
$14.8M
QCM
88
Quantinno Capital Management
New York
$14.7M
Russell Investments Group
89
Russell Investments Group
United Kingdom
$14.5M
Focus Partners Wealth
90
Focus Partners Wealth
Massachusetts
$14.3M
Aberdeen Group
91
Aberdeen Group
United Kingdom
$14.3M
Mitsubishi UFJ Trust & Banking
92
Mitsubishi UFJ Trust & Banking
Japan
$13.9M
FAF
93
Första AP-fonden
Sweden
$13.9M
Man Group
94
Man Group
United Kingdom
$12.8M
Franklin Resources
95
Franklin Resources
California
$12.8M
Public Sector Pension Investment Board (PSP Investments)
96
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.7M
Pictet Asset Management
97
Pictet Asset Management
Switzerland
$12.7M
Allianz Asset Management
98
Allianz Asset Management
Germany
$12.2M
ACIM
99
Azimuth Capital Investment Management
Michigan
$12.2M
ANTB
100
AMG National Trust Bank
Colorado
$11.9M