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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
OBAM
201
ODDO BHF Asset Management
France
$3.29M
FWP
202
FAS Wealth Partners
Kansas
$3.26M
Baird Financial Group
203
Baird Financial Group
Wisconsin
$3.23M
URS
204
Utah Retirement Systems
Utah
$3.22M
FCH
205
Freestone Capital Holdings
Washington
$3.2M
APP
206
Avantax Planning Partners
Iowa
$3.12M
FM
207
Foster & Motley
Ohio
$3.09M
Daiwa Securities Group
208
Daiwa Securities Group
Japan
$3.01M
PFSRSONJ
209
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.01M
EI
210
Ethic Inc
New York
$3M
Connor, Clark & Lunn Investment Management (CC&L)
211
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.92M
BMSSC
212
B. Metzler seel. Sohn & Co
Germany
$2.91M
CWM
213
Centric Wealth Management
Illinois
$2.87M
NIM
214
NEOS Investment Management
Connecticut
$2.83M
TAF
215
Tredje AP-fonden
Sweden
$2.78M
UIM
216
USS Investment Management
United Kingdom
$2.69M
A
217
AlphaQuest
New York
$2.68M
Mercer Global Advisors
218
Mercer Global Advisors
Colorado
$2.64M
FDCDDQ
219
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.62M
Ensign Peak Advisors
220
Ensign Peak Advisors
Utah
$2.6M
PAG
221
Private Advisor Group
New Jersey
$2.59M
EMPI
222
Elo Mutual Pension Insurance
Finland
$2.59M
NYLIM
223
New York Life Investment Management
New York
$2.58M
NAM
224
Nissay Asset Management
Japan
$2.54M
CWM
225
CIBC World Markets
New York
$2.52M