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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
OWP
426
Obermeyer Wealth Partners
Colorado
$594K
JCM
427
Jacobi Capital Management
Pennsylvania
$594K
M&T Bank
428
M&T Bank
New York
$591K
OFG
429
OmniStar Financial Group
North Carolina
$585K
CFO
430
Callan Family Office
Pennsylvania
$584K
CCM
431
Coldstream Capital Management
Washington
$581K
EOJOAM
432
E. Ohman J:or Asset Management
Sweden
$581K
PP
433
PensionDanmark Pensionsforsikringsaktieselskab
Denmark
$581K
AWA
434
Arkadios Wealth Advisors
Georgia
$575K
NMIMC
435
Northwestern Mutual Investment Management Company
Wisconsin
$570K
HNB
436
Hilltop National Bank
Wyoming
$568K
NDSIB
437
North Dakota State Investment Board
North Dakota
$567K
VVP
438
Venture Visionary Partners
Ohio
$567K
RBC
439
Romano Brothers & Co
Illinois
$557K
JIC
440
Johnson Investment Counsel
Ohio
$557K
SAM
441
Smartleaf Asset Management
Massachusetts
$551K
Vontobel Holding
442
Vontobel Holding
Switzerland
$550K
AWM
443
Apollon Wealth Management
South Carolina
$537K
PCIA
444
Prime Capital Investment Advisors
Kansas
$536K
Envestnet Portfolio Solutions
445
Envestnet Portfolio Solutions
Illinois
$530K
PCM
446
Polymer Capital Management
New York
$530K
BMCM
447
Burns Matteson Capital Management
New York
$529K
KRSITF
448
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$527K
GPW
449
Gentry Private Wealth
Kansas
$519K
CIA
450
Concurrent Investment Advisors
Florida
$518K