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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

46% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 79

34% more repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 262

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

16% more call options, than puts

Call options by funds: $9.91M | Put options by funds: $8.55M

7% more capital invested

Capital invested by funds: $14.2B → $15.1B (+$960M)

5.34% more ownership

Funds ownership: 72.2%77.54% (+5.3%)

2% more funds holding

Funds holding: 892909 (+17)

Holders
909
Holders Change
+17
Holders Change %
+1.91%
% of All Funds
11.19%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
115
Increased
351
Reduced
262
Closed
79
Calls
$9.91M
Puts
$8.55M
Net Calls
+$1.35M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
26
HSBC Holdings
United Kingdom
$70.4M -$2.86M -31,321 -4%
LPL Financial
27
LPL Financial
California
$65.6M +$18.9M +207,145 +40%
Victory Capital Management
28
Victory Capital Management
Texas
$65.6M +$12.4M +136,086 +23%
Barclays
29
Barclays
United Kingdom
$65.4M +$13M +141,892 +24%
Swiss National Bank
30
Swiss National Bank
Switzerland
$58.1M +$3.1M +33,900 +6%
N
31
Nuveen
North Carolina
$54.4M +$5.06M +55,391 +10%
Raymond James Financial
32
Raymond James Financial
Florida
$54.3M +$25.7M +280,632 +87%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
33
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$53.3M +$33.1M +362,028 +157%
American Century Companies
34
American Century Companies
Missouri
$53.3M +$14.7M +161,237 +37%
Federated Hermes
35
Federated Hermes
Pennsylvania
$52.4M +$51.5M +563,251 +3,113%
Wells Fargo
36
Wells Fargo
California
$52.1M +$29.2M +319,263 +123%
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$51M -$1.05M -11,525 -2%
First Trust Advisors
38
First Trust Advisors
Illinois
$50.1M -$12.1M -132,541 -19%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$49M -$6.09M -66,595 -11%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$45.9M -$1.28M -13,965 -3%
BNP Paribas Asset Management
41
BNP Paribas Asset Management
France
$45.7M +$6.43M +70,358 +16%
Mitsubishi UFJ Asset Management
42
Mitsubishi UFJ Asset Management
Japan
$43.3M +$2.31M +25,227 +6%
VAM
43
Vanguard Asset Management
$40.8M +$41.3M +452,326 New
Teacher Retirement System of Texas
44
Teacher Retirement System of Texas
Texas
$40.6M -$1.62M -17,743 -4%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$40.1M -$569K -6,226 -1%
VGA
46
Vanguard Global Advisers
Pennsylvania
$39.5M +$40.1M +438,656 New
Massachusetts Financial Services
47
Massachusetts Financial Services
Massachusetts
$37.8M -$9.18M -100,428 -19%
OSAM
48
O'Shaughnessy Asset Management
Connecticut
$37.6M +$17M +185,579 +80%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$37M -$181K -1,982 -0.5%
FWIA
50
Fort Washington Investment Advisors
Ohio
$36.8M +$1.36M +14,905 +4%