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Principal Financial Group

909 hedge funds and large institutions have $15.1B invested in Principal Financial Group in 2026 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 351 increasing their positions, 262 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
909
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.91M
Puts
$8.55M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
301
PSI Advisors
Florida
$1.36M
HIMCH
302
Hartford Investment Management Co (HIMCO)
Connecticut
$1.36M
Schroder Investment Management Group
303
Schroder Investment Management Group
United Kingdom
$1.36M
DADC
304
D.A. Davidson & Co
Montana
$1.35M
MFG
305
Merit Financial Group
Georgia
$1.34M
WIM
306
Wiregrass Investment Management
Georgia
$1.3M
Wellington Management Group
307
Wellington Management Group
Massachusetts
$1.3M
AF
308
Avanza Fonder
Sweden
$1.29M
SC
309
Savant Capital
Illinois
$1.28M
CS
310
Candriam SCA
Luxembourg
$1.28M
PA
311
Procyon Advisors
Connecticut
$1.28M
STA
312
Summit Trail Advisors
New York
$1.25M
AIA
313
AssuredPartners Investment Advisors
Florida
$1.23M
OIA
314
OneDigital Investment Advisors
Kansas
$1.2M
VWM
315
VCI Wealth Management
Missouri
$1.18M
BIG
316
Brooklyn Investment Group
New York
$1.16M
CG
317
Caprock Group
Idaho
$1.14M
EWA
318
EP Wealth Advisors
California
$1.13M
NA
319
NewEdge Advisors
Louisiana
$1.12M
KRS
320
Kentucky Retirement Systems
Kentucky
$1.11M
MCM
321
Mork Capital Management
California
$1.11M
TAP
322
Tounjian Advisory Partners
Florida
$1.1M
NB
323
Norinchukin Bank
Japan
$1.1M
WA
324
Waverly Advisors
Alabama
$1.09M
GT
325
Glenmede Trust
Pennsylvania
$1.08M