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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
PPC
651
Park Place Capital
Alabama
$156K
FAMI
652
Fideuram Asset Management (Ireland)
$155K
CTC
653
Central Trust Company
Missouri
$154K
HIA
654
Harbor Investment Advisory
Maryland
$154K
MCM
655
Manchester Capital Management
Vermont
$151K
PWAM
656
Private Wealth Asset Management
Iowa
$149K
LFA
657
LGT Financial Advisors
Texas
$139K
AA
658
AlphaCentric Advisors
Puerto Rico
$132K
NRG
659
Nemes Rush Group
Michigan
$130K
JFA
660
JNBA Financial Advisors
Minnesota
$129K
QC
661
Quent Capital
New York
$127K
RBI
662
Raiffeisen Bank International
Austria
$124K
VCM
663
Versant Capital Management
Arizona
$120K
LFG
664
Larson Financial Group
Missouri
$120K
EP
665
Essential Partners
California
$119K
KCM
666
Key Capital Management
Tennessee
$117K
JWA
667
JFS Wealth Advisors
Pennsylvania
$116K
CFO
668
CVA Family Office
Colorado
$114K
CAL
669
Capital Advisors Ltd
Ohio
$108K
RWM
670
RMG Wealth Management
Wisconsin
$106K
OW
671
Olistico Wealth
Oklahoma
$105K
RFP
672
Root Financial Partners
California
$100K
GIA
673
GHP Investment Advisors
Colorado
$99K
DWP
674
Destiny Wealth Partners
Florida
$98.9K
RFS
675
Richardson Financial Services
Massachusetts
$97.3K