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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
Envestnet Asset Management
151
Envestnet Asset Management
Illinois
$5.42M
UA
152
Unison Advisors
District of Columbia
$5.4M
ASRS
153
Arizona State Retirement System
Arizona
$5.38M
Rafferty Asset Management
154
Rafferty Asset Management
New York
$5.38M
Nordea Investment Management
155
Nordea Investment Management
Sweden
$5.31M
SC
156
SummitTX Capital
Texas
$5.3M
NAMI
157
Nomura Asset Management International
Pennsylvania
$5.09M
Mackenzie Financial
158
Mackenzie Financial
Ontario, Canada
$5.03M
AF
159
Alerus Financial
North Dakota
$5.02M
SOMRS
160
State of Michigan Retirement System
Michigan
$4.99M
SLAM
161
Swiss Life Asset Management
$4.96M
Adage Capital Partners
162
Adage Capital Partners
Massachusetts
$4.9M
O
163
Ossiam
France
$4.88M
N
164
Natixis
France
$4.76M
CIBC Asset Management
165
CIBC Asset Management
Ontario, Canada
$4.69M
CNB
166
Czech National Bank
Czech Republic
$4.65M
Wealth Enhancement Advisory Services
167
Wealth Enhancement Advisory Services
Minnesota
$4.63M
CAPTRUST Financial Advisors
168
CAPTRUST Financial Advisors
North Carolina
$4.59M
Natixis Advisors
169
Natixis Advisors
Massachusetts
$4.54M
MSE
170
MUFG Securities EMEA
United Kingdom
$4.52M
LF
171
Lansforsakringar Fondforvaltning
Sweden
$4.5M
KCM
172
Kerusso Capital Management
North Carolina
$4.48M
IC
173
IEQ Capital
California
$4.45M
Two Sigma Advisers
174
Two Sigma Advisers
New York
$4.38M
II
175
IFM Investors
Australia
$4.32M