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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
DMBA
676
Deseret Mutual Benefit Administrators
Utah
$97.2K
AUB
677
Atlantic Union Bankshares
Virginia
$96.7K
GWM
678
Geneos Wealth Management
Colorado
$93.9K
Los Angeles Capital Management
679
Los Angeles Capital Management
California
$93.4K
CA
680
CoreCap Advisors
Michigan
$91.8K
PP
681
Pingora Partners
Wyoming
$90.1K
AC
682
AlphaCore Capital
California
$87.6K
LWCFA
683
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$87.2K
SNB
684
Security National Bank
Nebraska
$86.5K
PB
685
Pinnacle Bancorp
Nebraska
$85.7K
JFGIW
686
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$83.8K
BTI
687
Blue Trust Inc
Georgia
$83K
AAF
688
Andra AP-fonden
Sweden
$81.1K
FCAS
689
First Command Advisory Services
Texas
$80.5K
TFM
690
TFC Financial Management
Massachusetts
$76K
TAR
691
Trask Adam Roland
$67.6K
PNC
692
Park National Corp
Ohio
$66.8K
RF
693
Rossby Financial
Florida
$63.7K
WA
694
Whipplewood Advisors
Colorado
$63.1K
BF
695
BOK Financial
Oklahoma
$61.5K
GSEP
696
Golden State Equity Partners
California
$60.6K
TF
697
Tompkins Financial
New York
$58.6K
CH
698
Cromwell Holdings
Wyoming
$57.9K
BL
699
BFSG LLC
California
$55.7K
CCWM
700
Cassaday & Co Wealth Management
Virginia
$54.7K