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Principal Financial Group

831 hedge funds and large institutions have $13.8B invested in Principal Financial Group in 2025 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 302 increasing their positions, 257 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
831
Holders Change
+53
Holders Change %
+6.81%
% of All Funds
11.29%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
123
Increased
302
Reduced
257
Closed
55
Calls
$15.6M
Puts
$13.6M
Net Calls
+$1.99M
Net Calls Change
-$10.8M
Name Holding Trade Value Shares
Change
Shares
Change %
HW
451
Hancock Whitney
Mississippi
$417K +$7.68K +91 +2%
LFA
452
Legacy Financial Advisors
Kentucky
$416K -$13.8K -163 -3%
USAA
453
United Services Automobile Association
Texas
$409K +$409K +4,920 New
Lido Advisors
454
Lido Advisors
California
$405K -$30.9K -366 -7%
GWM
455
Geneos Wealth Management
Colorado
$401K +$253K +3,000 +171%
PA
456
Procyon Advisors
Connecticut
$399K +$399K +5,372 New
BAM
457
Belpointe Asset Management
Nevada
$399K +$57.9K +686 +17%
SFA
458
Sequoia Financial Advisors
Ohio
$395K +$4.56K +54 +1%
EF
459
Empowered Funds
Pennsylvania
$395K +$41.9K +497 +12%
VI
460
Vestcor Inc
New Brunswick, Canada
$394K +$1.01K +12 +0.3%
WPW
461
Waldron Private Wealth
Pennsylvania
$393K -$57.6K -683 -13%
NP
462
NorthRock Partners
Minnesota
$391K +$24.7K +293 +7%
NP
463
Nilsine Partners
Colorado
$388K -$12.6K -149 -3%
CWA
464
Centennial Wealth Advisory
Michigan
$379K +$47.8K +566 +14%
HCA
465
Harbor Capital Advisors
Illinois
$378K -$62.3K -739 -14%
MLA
466
My Legacy Advisors
Oregon
$378K -$5.57K -66 -1%
BEI
467
Benjamin Edwards Inc
Missouri
$375K +$84 +1 +0%
VCA
468
Verdence Capital Advisors
Maryland
$368K +$105K +1,243 +40%
PTC
469
Petrus Trust Company
Texas
$368K -$322K -3,816 -47%
EAM
470
Erste Asset Management
Austria
$365K
AW
471
Alteri Wealth
California
$359K +$76.5K +907 +27%
BCI
472
Brinker Capital Investments
Pennsylvania
$357K +$67.3K +798 +23%
OPS
473
Orion Portfolio Solutions
Nebraska
$357K +$67.3K +798 +23%
SI
474
Seeds Investor
New York
$357K +$78.6K +931 +28%
LS
475
Livforsakringsbolaget Skandia
Sweden
$353K