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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
SI
401
Seeds Investor
New York
$693K
KPWS
402
Kestra Private Wealth Services
Texas
$693K
ECA
403
Elevated Capital Advisors
Utah
$690K
VWM
404
Vivid Wealth Management
Iowa
$687K
SS
405
Sunbelt Securities
Texas
$671K
TMAM
406
Tokio Marine Asset Management
Japan
$668K
PT
407
Plimoth Trust
Massachusetts
$666K
NWMG
408
National Wealth Management Group
Ohio
$662K
SCM
409
Sterling Capital Management
North Carolina
$661K
CWA
410
Centennial Wealth Advisory
Michigan
$653K
MAG
411
Mokosak Advisory Group
Iowa
$631K
IWC
412
Integrated Wealth Concepts
Massachusetts
$631K
CAM
413
Carret Asset Management
New York
$626K
PCG
414
Prosperity Consulting Group
Maryland
$624K
KeyBank National Association
415
KeyBank National Association
Ohio
$622K
JWCA
416
J.W. Cole Advisors
Florida
$620K
FMI
417
Frec Markets Inc
California
$619K
VI
418
Vestcor Inc
New Brunswick, Canada
$616K
HI
419
Harbour Investments
Wisconsin
$611K
CAM
420
CenterStar Asset Management
Illinois
$610K
RFC
421
Regions Financial Corp
Alabama
$606K
UB
422
UMB Bank
Missouri
$605K
SPIA
423
Steward Partners Investment Advisory
New York
$601K
Lido Advisors
424
Lido Advisors
California
$601K
GT
425
Greenleaf Trust
Michigan
$599K