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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
Nisa Investment Advisors
126
Nisa Investment Advisors
Missouri
$7.6M
Royal London Asset Management
127
Royal London Asset Management
United Kingdom
$7.59M
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$7.43M
CS
129
Candriam SCA
Luxembourg
$7.41M
KK
130
KLP Kapitalforvaltning
Norway
$7.29M
Credit Agricole
131
Credit Agricole
France
$7.27M
Macquarie Group
132
Macquarie Group
Australia
$7.26M
Corient Private Wealth
133
Corient Private Wealth
Florida
$6.87M
Mariner
134
Mariner
Kansas
$6.85M
MR
135
Munich Reinsurance
$6.77M
Bank of Nova Scotia
136
Bank of Nova Scotia
Ontario, Canada
$6.61M
Ohio Public Employees Retirement System (OPERS)
137
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.53M
DAS
138
DMKC Advisory Services
Iowa
$6.42M
Creative Planning
139
Creative Planning
Kansas
$6.39M
DekaBank Deutsche Girozentrale
140
DekaBank Deutsche Girozentrale
Germany
$6.3M
Robeco Institutional Asset Management
141
Robeco Institutional Asset Management
Netherlands
$6.23M
State of Tennessee, Department of Treasury
142
State of Tennessee, Department of Treasury
Tennessee
$6.18M
RAM
143
Resona Asset Management
Japan
$6.17M
National Bank of Canada
144
National Bank of Canada
Quebec, Canada
$6.15M
Comerica Bank
145
Comerica Bank
Texas
$6M
CI Investments Inc
146
CI Investments Inc
Ontario, Canada
$5.82M
DIA
147
Dean Investment Associates
Ohio
$5.75M
State of New Jersey Common Pension Fund D
148
State of New Jersey Common Pension Fund D
New Jersey
$5.66M
Holocene Advisors
149
Holocene Advisors
New York
$5.65M
Commonwealth Equity Services
150
Commonwealth Equity Services
Massachusetts
$5.61M