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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
SIA
501
Strategic Investment Advisors
Michigan
$367K
FCM
502
Fourpath Capital Management
Oklahoma
$367K
BCP
503
Blackhawk Capital Partners
Wisconsin
$366K
MC
504
Machina Capital
France
$363K
JF
505
JMN Financial
Ohio
$363K
EPP
506
ETF Portfolio Partners
Kansas
$362K
BBHC
507
Brown Brothers Harriman & Co
New York
$362K
CNBOF
508
City National Bank of Florida
Florida
$361K
ACA
509
Aptus Capital Advisors
Alabama
$361K
JGIA
510
Jackson Grant Investment Advisers
Connecticut
$360K
IAA
511
Independent Advisor Alliance
North Carolina
$356K
GCM
512
Glaxis Capital Management
Florida
$355K
OWA
513
One Wealth Advisors
California
$351K
LS
514
Livforsakringsbolaget Skandia
Sweden
$350K
HSA
515
HBK Sorce Advisory
Pennsylvania
$347K
AAP
516
Arax Advisory Partners
Colorado
$346K
DWP
517
Daymark Wealth Partners
Ohio
$345K
RSWA
518
Robinson Smith Wealth Advisors
Maine
$344K
GWP
519
Gateway Wealth Partners
Wisconsin
$341K
HCA
520
Harbor Capital Advisors
Illinois
$340K
ALAM
521
Asahi Life Asset Management
Japan
$340K
BPA
522
Beacon Pointe Advisors
California
$338K
EFS
523
Essex Financial Services
Connecticut
$338K
HNB
524
Huntington National Bank
Ohio
$335K
TPA
525
Trivium Point Advisory
Connecticut
$335K