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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
LIP
476
Lighthouse Investment Partners
Florida
$443K
LCM
477
Legato Capital Management
California
$442K
SWP
478
Stratos Wealth Partners
Ohio
$436K
TCM
479
Twin Capital Management
Pennsylvania
$430K
LA
480
LVW Advisors
New York
$430K
MYAM
481
Meiji Yasuda Asset Management
Japan
$425K
BCWM
482
Bartlett & Co Wealth Management
Ohio
$420K
RC
483
Rexford Capital
Texas
$411K
RIL
484
Rothschild Investment LLC
Illinois
$409K
ACM
485
AlphaStar Capital Management
North Carolina
$409K
EWM
486
Empirical Wealth Management
Washington
$408K
PPWP
487
Premier Path Wealth Partners
New Jersey
$401K
BFG
488
Beacon Financial Group
Texas
$401K
VT
489
Vise Technologies
New York
$401K
DCM
490
DGS Capital Management
New Jersey
$399K
AWA
491
Aaron Wealth Advisors
Illinois
$399K
PL
492
Perpetual Ltd
Australia
$391K
PWM
493
Perigon Wealth Management
California
$384K
ASN
494
Advisory Services Network
Georgia
$384K
A
495
Argentarii
Ohio
$383K
SAM
496
Sompo Asset Management
Japan
$382K
BHC
497
Bull Harbor Capital
Maryland
$381K
OC
498
Optima Capital
Oregon
$376K
GIA
499
Gateway Investment Advisers
Ohio
$369K
RWM
500
Ritholtz Wealth Management
New York
$369K