PFG icon

Principal Financial Group

874 hedge funds and large institutions have $14.1B invested in Principal Financial Group in 2025 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 333 increasing their positions, 255 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
874
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
ASRS
151
Arizona State Retirement System
Arizona
$5.38M
Rafferty Asset Management
152
Rafferty Asset Management
New York
$5.38M
Nordea Investment Management
153
Nordea Investment Management
Sweden
$5.31M
SC
154
SummitTX Capital
Texas
$5.3M
NAMI
155
Nomura Asset Management International
Pennsylvania
$5.09M
Mackenzie Financial
156
Mackenzie Financial
Ontario, Canada
$5.03M
AF
157
Alerus Financial
North Dakota
$5.02M
SOMRS
158
State of Michigan Retirement System
Michigan
$4.99M
SLAM
159
Swiss Life Asset Management
$4.96M
Adage Capital Partners
160
Adage Capital Partners
Massachusetts
$4.9M
O
161
Ossiam
France
$4.88M
N
162
Natixis
France
$4.76M
CIBC Asset Management
163
CIBC Asset Management
Ontario, Canada
$4.69M
CNB
164
Czech National Bank
Czech Republic
$4.65M
Wealth Enhancement Advisory Services
165
Wealth Enhancement Advisory Services
Minnesota
$4.63M
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$4.59M
Natixis Advisors
167
Natixis Advisors
Massachusetts
$4.54M
MSE
168
MUFG Securities EMEA
United Kingdom
$4.52M
LF
169
Lansforsakringar Fondforvaltning
Sweden
$4.5M
KCM
170
Kerusso Capital Management
North Carolina
$4.48M
IC
171
IEQ Capital
California
$4.45M
Two Sigma Advisers
172
Two Sigma Advisers
New York
$4.38M
II
173
IFM Investors
Australia
$4.32M
MIM
174
MetLife Investment Management
New Jersey
$4.25M
HF
175
HRT Financial
New York
$4.24M