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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

46% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 79

34% more repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 262

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

16% more call options, than puts

Call options by funds: $9.91M | Put options by funds: $8.55M

7% more capital invested

Capital invested by funds: $14.2B → $15.1B (+$960M)

5.34% more ownership

Funds ownership: 72.2%77.54% (+5.3%)

2% more funds holding

Funds holding: 892909 (+17)

Holders
909
Holders Change
+17
Holders Change %
+1.91%
% of All Funds
11.19%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
115
Increased
351
Reduced
262
Closed
79
Calls
$9.91M
Puts
$8.55M
Net Calls
+$1.35M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
51
Conning Inc
Connecticut
$35.9M +$2.72M +29,707 +8%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$35.9M -$697K -7,623 -2%
KBC Group
53
KBC Group
Belgium
$35.8M -$20.6K -225 -0.1%
WCM
54
Wedge Capital Management
North Carolina
$35.2M -$1.97M -21,535 -5%
ECSS
55
Eurizon Capital SGR SpA
$34.5M +$1.35M +14,808 +4%
NSAM
56
North Star Asset Management
Wisconsin
$34.4M -$613K -6,701 -2%
TPI
57
Trust Point Inc
Wisconsin
$33.3M -$33.5K -367 -0.1%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$29.6M +$24.4M +266,681 +434%
SG Americas Securities
59
SG Americas Securities
New York
$29.5M +$7.55M +82,649 +34%
Two Sigma Investments
60
Two Sigma Investments
New York
$27.5M +$3.88M +42,450 +16%
T. Rowe Price Associates
61
T. Rowe Price Associates
Maryland
$25.6M -$1.48M -16,169 -5%
Franklin Resources
62
Franklin Resources
California
$25.2M +$12.3M +134,934 +93%
Zurich Cantonal Bank
63
Zurich Cantonal Bank
Switzerland
$23.7M -$1.59M -17,403 -6%
AllianceBernstein
64
AllianceBernstein
Tennessee
$23.2M +$2.44M +26,668 +11%
SIS
65
Sound Income Strategies
Florida
$22M -$14.4K -158 -0.1%
AWM
66
AE Wealth Management
Kansas
$20.5M +$4.47M +48,907 +27%
Principal Financial Group
67
Principal Financial Group
Iowa
$20.4M +$1.06M +11,574 +5%
GHA
68
GW Henssler & Associates
Georgia
$20.2M +$35.4K +387 +0.2%
BA
69
Bridgewater Associates
Connecticut
$19.9M -$23.3M -254,565 -54%
Ameriprise
70
Ameriprise
Minnesota
$19M -$737K -8,066 -4%
Universal-Beteiligungs- und Servicegesellschaft
71
Universal-Beteiligungs- und Servicegesellschaft
Germany
$19M +$264K +2,891 +1%
ADEF
72
Adams Diversified Equity Fund
Maryland
$18.8M +$19.1M +209,100 New
Stifel Financial
73
Stifel Financial
Missouri
$18.5M +$17.4M +190,861 +1,276%
Swedbank
74
Swedbank
Sweden
$18.5M -$91.4K -1,000 -0.5%
Canada Life
75
Canada Life
Manitoba, Canada
$18.4M -$52.1K -570 -0.3%