We are live on ! Find out more
PFG icon

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
NB
551
Nicolet Bankshares
Wisconsin
$287K
MA
552
Mutual Advisors
Nebraska
$286K
CAG
553
Csenge Advisory Group
Florida
$285K
SCP
554
Sivia Capital Partners
California
$285K
MHB
555
Midwest Heritage Bank
Iowa
$284K
OP
556
Oslo Pensjonsforsikring
$284K
VFA
557
Valeo Financial Advisors
Indiana
$283K
EWA
558
EverSource Wealth Advisors
Alabama
$282K
AWM
559
Adams Wealth Management
Utah
$282K
CI
560
CacheTech Inc
Utah
$282K
ATC
561
Argent Trust Co
Tennessee
$280K
KCWM
562
Kane Co Wealth Management
Iowa
$279K
AFG
563
Atomi Financial Group
New York
$277K
WS
564
Wedbush Securities
California
$274K
RIA
565
Regal Investment Advisors
Michigan
$274K
RT
566
Rockland Trust
Massachusetts
$273K
LIM
567
Leavell Investment Management
Alabama
$273K
PFGIA
568
Patriot Financial Group Insurance Agency
Massachusetts
$272K
SFP
569
Shepherd Financial Partners
Massachusetts
$271K
GMA
570
Glassy Mountain Advisors
Maryland
$270K
SNBOSD
571
Security National Bank of So Dak
Iowa
$270K
Balyasny Asset Management
572
Balyasny Asset Management
Illinois
$266K
BB
573
Busey Bank
Illinois
$266K
KCP
574
Kera Capital Partners
California
$262K
SF
575
Symphony Financial
Texas
$259K