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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 %
PFP
651
Pinnacle Financial Partners
Tennessee
$51.4K
FAM
652
Flaharty Asset Management
Florida
$51.4K +$51.4K +609 New
M
653
MOTCO
Texas
$51.1K +$26.3K +312 +106%
GSWM
654
Golden State Wealth Management
California
$50.3K
BL
655
BFSG LLC
California
$49.9K +$1.52K +18 +3%
HBW
656
Hazlett, Burt & Watson
West Virginia
$49K
SIA
657
Sit Investment Associates
Minnesota
$49K
HWM
658
Hemington Wealth Management
Virginia
$49K +$6.25K +75 +15%
DMBA
659
Deseret Mutual Benefit Administrators
Utah
$48.7K -$42.3K -501 -46%
LB
660
Legacy Bridge
Iowa
$48.1K
CYG
661
Clean Yield Group
Vermont
$47.2K
MWM
662
MorganRosel Wealth Management
Colorado
$46.2K +$46.2K +548 New
SV
663
Stilwell Value
New York
$46.2K
PMFA
664
Plante Moran Financial Advisors
Michigan
$46.1K -$422 -5 -0.9%
HCP
665
Hexagon Capital Partners
Arkansas
$45.1K -$3.21K -38 -7%
SIM
666
Sentry Investment Management
Wisconsin
$45K -$13.5K -188 -23%
GFPC
667
Global Financial Private Client
Florida
$44.7K +$1.77K +21 +4%
DWS
668
Dynamic Wealth Strategies
California
$44.5K +$44.5K +528 New
OP
669
ORG Partners
Indiana
$43.3K -$24.2K -284 -36%
WBC
670
Westpac Banking Corp
Australia
$43.1K -$43.7K -518 -50%
CH
671
Cromwell Holdings
Wyoming
$42.4K +$1.01K +12 +2%
PP
672
PrairieView Partners
Minnesota
$42K
NC
673
NewSquare Capital
Pennsylvania
$41.1K -$2.07M -104,075 -98%
BBHC
674
Brown Brothers Harriman & Co
New York
$41K -$5.06K -60 -11%
NWM
675
Navigoe Wealth Management
California
$41K