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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
WIA
601
World Investment Advisors
California
$229K
CIA
602
Caerus Investment Advisors
Texas
$229K
STCOSD
603
Sageworth Trust Company of South Dakota
South Dakota
$228K
WT
604
Whittier Trust
California
$228K
APWM
605
Argonautica Private Wealth Management
Massachusetts
$227K
NP
606
Nilsine Partners
Colorado
$226K
EP
607
Edgestream Partners
New Jersey
$225K
SCI
608
S&CO Inc
Massachusetts
$225K
PP
609
Paladin Partners
Wisconsin
$224K
FNT
610
First Nebraska Trust
Nebraska
$223K
RG
611
Renaissance Group
Kentucky
$218K
VanEck Associates
612
VanEck Associates
New York
$218K
RFA
613
Resurgent Financial Advisors
Georgia
$218K
SMC
614
Smith, Moore & Co
Missouri
$217K
JF
615
Jump Financial
Illinois
$216K
CCA
616
Cora Capital Advisors
New Jersey
$216K
TAM
617
Tocqueville Asset Management
New York
$216K
SW
618
Simplicity Wealth
New Jersey
$214K
TCA
619
Transcend Capital Advisors
New Jersey
$214K
KCPG
620
Kavar Capital Partners Group
Kansas
$213K
JSW
621
Journey Strategic Wealth
New Jersey
$213K
NAM
622
NorthCrest Asset Manangement
Minnesota
$212K
PCMC
623
Paragon Capital Management (Colorado)
Colorado
$212K
TAM
624
Trust Asset Management
Texas
$212K
PCA
625
Pallas Capital Advisors
Massachusetts
$212K