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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
FMWA
526
Forvis Mazars Wealth Advisors
Missouri
$335K
TG
527
TCW Group
California
$333K
BCI
528
Brinker Capital Investments
Pennsylvania
$333K
AW
529
Alteri Wealth
California
$330K
CCA
530
Checchi Capital Advisers
California
$327K
IPWA
531
International Private Wealth Advisors
California
$327K
HFS
532
Hantz Financial Services
Michigan
$326K
MAS
533
Meeder Advisory Services
Ohio
$319K
GVAG
534
Great Valley Advisor Group
Delaware
$317K
WA
535
Waddell & Associates
Tennessee
$311K
FCFC
536
First Citizens Financial Corp
Iowa
$307K
GIA
537
Gladstone Institutional Advisory
Florida
$305K
PLFS
538
Provident Living Financial Services
Utah
$304K
CPBTD
539
Central Pacific Bank - Trust Division
Hawaii
$302K
KNFPWM
540
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$300K
MFS
541
Mirabella Financial Services
United Kingdom
$296K
GS
542
GTS Securities
New York
$295K
William Blair & Company
543
William Blair & Company
Illinois
$293K
FTWA
544
Fifth Third Wealth Advisors
Ohio
$292K
SVWAG
545
Sound View Wealth Advisors Group
Georgia
$292K
ECM
546
Evergreen Capital Management
Washington
$291K
ATPW
547
Ashton Thomas Private Wealth
Arizona
$290K
AAS
548
Ameritas Advisory Services
Nebraska
$289K
FIA
549
Foundations Investment Advisors
Arizona
$289K
CTA
550
Chesley Taft & Associates
Illinois
$289K