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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
AI
576
Accredited Investors
Minnesota
$258K
XWL
577
XXI Wealth LLC
Illinois
$257K
OE
578
OFS Enterprise
Nebraska
$255K
FMII
579
Farmers & Merchants Investments Inc
Nebraska
$255K
AR
580
Apeiron RIA
Texas
$251K
VAG
581
VisionPoint Advisory Group
Texas
$250K
HAG
582
HighPoint Advisor Group
Illinois
$249K
CI
583
CX Institutional
Indiana
$248K
CAM
584
Cidel Asset Management
Ontario, Canada
$248K
BP
585
Ballentine Partners
Massachusetts
$247K
1WA
586
180 Wealth Advisors
Washington
$246K
WW
587
Winnow Wealth
Texas
$246K
PFM
588
Patton Fund Management
Texas
$244K
KC
589
Kinloch Capital
Virginia
$241K
RBWA
590
RFG - Bristol Wealth Advisors
Massachusetts
$241K
SCA
591
Snowden Capital Advisors
New York
$240K
WP
592
Westmount Partners
California
$239K
MK
593
MASTERINVEST Kapitalanlage
$238K
IRAG
594
Investment Research & Advisory Group
Georgia
$238K
LSPW
595
Lake Street Private Wealth
Illinois
$237K
TCWA
596
Turtle Creek Wealth Advisors
Texas
$235K
WPC
597
Wedmont Private Capital
Pennsylvania
$235K
TFGT
598
TS Financial Group (TSFG)
Illinois
$234K
S
599
SignatureFD
Georgia
$233K
ST
600
Sageworth Trust
Pennsylvania
$232K