PFG icon

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
MIM
176
MetLife Investment Management
New Jersey
$4.25M
HF
177
HRT Financial
New York
$4.24M
KA
178
Kintegral Advisory
New York
$4.16M
COPPSERS
179
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.1M
Osaic Holdings
180
Osaic Holdings
Arizona
$4M
GLF
181
Groupe la Francaise
France
$3.99M
EFS
182
Econ Financial Services
Pennsylvania
$3.96M
Skandinaviska Enskilda Banken (SEB)
183
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.96M
DnB Asset Management
184
DnB Asset Management
Norway
$3.89M
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$3.84M
VOYA Investment Management
186
VOYA Investment Management
Georgia
$3.83M
Mirae Asset Global ETFs Holdings
187
Mirae Asset Global ETFs Holdings
Hong Kong
$3.83M
LOAMS
188
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.81M
ProShare Advisors
189
ProShare Advisors
Maryland
$3.77M
Retirement Systems of Alabama
190
Retirement Systems of Alabama
Alabama
$3.75M
SEI Investments
191
SEI Investments
Pennsylvania
$3.64M
LCM
192
Landscape Capital Management
New Jersey
$3.5M
Pathstone Holdings
193
Pathstone Holdings
New Jersey
$3.49M
BCIM
194
British Columbia Investment Management
British Columbia, Canada
$3.48M
AB
195
Amalgamated Bank
New York
$3.46M
ECM
196
ExodusPoint Capital Management
New York
$3.45M
Mirae Asset Global Investments
197
Mirae Asset Global Investments
South Korea
$3.42M
AAM
198
Advisors Asset Management
Colorado
$3.36M
VPIM
199
Vanguard Personalized Indexing Management
California
$3.35M
DWT
200
Dorsey & Whitney Trust
South Dakota
$3.34M