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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
Wealthfront Advisers
151
Wealthfront Advisers
California
$5.57M
Envestnet Asset Management
152
Envestnet Asset Management
Illinois
$5.42M
UA
153
Unison Advisors
District of Columbia
$5.4M
ASRS
154
Arizona State Retirement System
Arizona
$5.38M
Rafferty Asset Management
155
Rafferty Asset Management
New York
$5.38M
Nordea Investment Management
156
Nordea Investment Management
Sweden
$5.31M
SC
157
SummitTX Capital
Texas
$5.3M
NAMI
158
Nomura Asset Management International
Pennsylvania
$5.09M
Mackenzie Financial
159
Mackenzie Financial
Ontario, Canada
$5.03M
AF
160
Alerus Financial
North Dakota
$5.02M
SOMRS
161
State of Michigan Retirement System
Michigan
$4.99M
SLAM
162
Swiss Life Asset Management
$4.96M
Adage Capital Partners
163
Adage Capital Partners
Massachusetts
$4.9M
O
164
Ossiam
France
$4.88M
N
165
Natixis
France
$4.76M
CIBC Asset Management
166
CIBC Asset Management
Ontario, Canada
$4.69M
CNB
167
Czech National Bank
Czech Republic
$4.65M
Wealth Enhancement Advisory Services
168
Wealth Enhancement Advisory Services
Minnesota
$4.63M
CAPTRUST Financial Advisors
169
CAPTRUST Financial Advisors
North Carolina
$4.59M
Natixis Advisors
170
Natixis Advisors
Massachusetts
$4.54M
MSE
171
MUFG Securities EMEA
United Kingdom
$4.52M
LF
172
Lansforsakringar Fondforvaltning
Sweden
$4.5M
KCM
173
Kerusso Capital Management
North Carolina
$4.48M
IC
174
IEQ Capital
California
$4.45M
Two Sigma Advisers
175
Two Sigma Advisers
New York
$4.38M