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Principal Financial Group

831 hedge funds and large institutions have $13.8B invested in Principal Financial Group in 2025 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 302 increasing their positions, 257 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
831
Holders Change
+53
Holders Change %
+6.81%
% of All Funds
11.29%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
123
Increased
302
Reduced
257
Closed
55
Calls
$15.6M
Puts
$13.6M
Net Calls
+$1.99M
Net Calls Change
-$10.8M
Name Holding Trade Value Shares
Change
Shares
Change %
PCA
576
Pallas Capital Advisors
Massachusetts
$209K +$209K +2,479 New
RFA
577
Resurgent Financial Advisors
Georgia
$209K +$209K +2,477 New
VAG
578
VisionPoint Advisory Group
Texas
$208K
TAM
579
Trust Asset Management
Texas
$206K -$19.7K -234 -9%
LRWA
580
Long Run Wealth Advisors
New York
$204K +$204K +2,419 New
SAM
581
Smartleaf Asset Management
Massachusetts
$203K +$19.9K +240 +11%
MA
582
Mutual Advisors
Nebraska
$203K -$1.4K -19 -0.7%
CWM
583
Cornerstone Wealth Management
Missouri
$202K +$202K +2,396 New
EC
584
EntryPoint Capital
New York
$202K +$202K +2,395 New
HAIM
585
Hunter Associates Investment Management
Pennsylvania
$202K +$202K +2,411 New
AssetMark Inc
586
AssetMark Inc
California
$201K +$31.7K +376 +19%
AIP
587
Ameritas Investment Partners
Nebraska
$192K -$12.9K -153 -6%
AIM
588
Acropolis Investment Management
Missouri
$189K
CI
589
CX Institutional
Indiana
$188K +$188K +2,228 New
PA
590
Parallel Advisors
California
$185K +$38K +450 +26%
SOW
591
State of Wyoming
Wyoming
$182K +$182K +2,163 New
SW
592
SVB Wealth
Massachusetts
$179K +$179K +2,122 New
CDIEC
593
Crédit Industriel et Commercial
France
$169K +$169K +2,004 New
LC
594
Lindbrook Capital
California
$167K +$142K +1,683 +569%
WFA
595
West Financial Advisors
Iowa
$158K
HI
596
Harbour Investments
Wisconsin
$155K -$422 -5 -0.3%
CA
597
Continuum Advisory
Idaho
$154K -$15.2K -180 -9%
ACA
598
Atlas Capital Advisors
Wyoming
$153K
MG
599
Mather Group
Illinois
$152K +$15K +178 +11%
SCM
600
Silvant Capital Management
Georgia
$147K