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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
ANTB
101
AMG National Trust Bank
Colorado
$11.9M
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$11.9M
BGIM
103
Brandywine Global Investment Management
Pennsylvania
$11.6M
New York State Common Retirement Fund
104
New York State Common Retirement Fund
New York
$11.5M
Millennium Management
105
Millennium Management
New York
$11.3M
DB
106
Danske Bank
Denmark
$10.6M
Toronto Dominion Bank
107
Toronto Dominion Bank
Ontario, Canada
$10.4M
Prudential Financial
108
Prudential Financial
New Jersey
$10.4M
LA
109
LBP AM
France
$10.4M
GIM
110
Goelzer Investment Management
Indiana
$10.3M
TD Asset Management
111
TD Asset Management
Ontario, Canada
$10.1M
MIF
112
Mediolanum International Funds
Ireland
$10.1M
Manulife (Manufacturers Life Insurance)
113
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10M
X
114
Xponance
Pennsylvania
$9.99M
Cetera Investment Advisers
115
Cetera Investment Advisers
Illinois
$9.68M
IMRF
116
Illinois Municipal Retirement Fund
Illinois
$9.59M
Chevy Chase Trust
117
Chevy Chase Trust
Maryland
$8.94M
APG Asset Management
118
APG Asset Management
Netherlands
$8.68M
CIM
119
Cambria Investment Management
California
$8.49M
EAM
120
EdenTree Asset Management
United Kingdom
$8.4M
Asset Management One
121
Asset Management One
Japan
$8.32M
Treasurer of the State of North Carolina
122
Treasurer of the State of North Carolina
North Carolina
$8.04M
Nomura Asset Management
123
Nomura Asset Management
Japan
$7.7M
MSV
124
MN Services Vermogensbeheer
Netherlands
$7.66M
Cambridge Investment Research Advisors
125
Cambridge Investment Research Advisors
Iowa
$7.63M