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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
FHC
701
First Horizon Corporation
Tennessee
$53.4K
HBW
702
Hazlett, Burt & Watson
West Virginia
$53K
FC
703
Financial Consulate
Maryland
$51.8K
LB
704
Legacy Bridge
Iowa
$51.4K
BHWM
705
Bay Harbor Wealth Management
Maryland
$50.6K
WAS
706
Winch Advisory Services
Wisconsin
$50.5K
NEWAS
707
N.E.W. Advisory Services
Wisconsin
$50.5K
DWS
708
Dynamic Wealth Strategies
California
$50.3K
OL
709
OneFund LLC
Florida
$49.5K
PFBT
710
Parkside Financial Bank & Trust
Missouri
$49.3K
SV
711
Stilwell Value
New York
$49.3K
PMFA
712
Plante Moran Financial Advisors
Michigan
$49.2K
KFAS
713
Keating Financial Advisory Services
Kansas
$48.3K
M
714
MOTCO
Texas
$48.2K
CHC
715
City Holding Co
West Virginia
$47.3K
FCT
716
First Community Trust
Iowa
$46.6K
TWD
717
True Wealth Design
Ohio
$46.4K
WBC
718
Westpac Banking Corp
Australia
$46K
TFIPS
719
Towarzystwo Funduszy Inwestycyjnych PZU SA
$45.1K
PWA
720
Physician Wealth Advisors
Utah
$43.6K
CYG
721
Clean Yield Group
Vermont
$43.6K
NWM
722
Navigoe Wealth Management
California
$43K
PK
723
Pflug Koory
Nebraska
$42.6K
O
724
Ossiam
France
$41.9K
MPWT
725
MassMutual Private Wealth & Trust
Connecticut
$41.5K