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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
FGA
726
Fortis Group Advisors
New Jersey
$41.3K
PAG
727
Paladin Advisory Group
Iowa
$40.5K
SIC
728
SJS Investment Consulting
Ohio
$39K
PGAM
729
Princeton Global Asset Management
New Jersey
$38.7K
IAIM
730
International Assets Investment Management
Florida
$38.7K
CPL
731
Capital & Planning LLC
Georgia
$38.2K
BLC
732
Brown, Lisle/Cummings
Rhode Island
$38.1K
WAG
733
Wilkerson Advisory Group
Missouri
$38.1K
BTD
734
BankPlus Trust Department
Mississippi
$38K
AIM
735
Anchor Investment Management
South Carolina
$37.3K
GC
736
Gould Capital
Washington
$36.8K
NS
737
NBC Securities
Alabama
$36.5K
MWA
738
Miller Wealth Advisors
Colorado
$35.7K
CA
739
Clearstead Advisors
Ohio
$35.6K
MA
740
MCF Advisors
Kentucky
$35.5K
OCWP
741
Owl Creek Wealth Partners
Colorado
$34.7K
CW
742
Curio Wealth
Maryland
$34.6K
CFP
743
Comprehensive Financial Planning
Pennsylvania
$34.3K
FIM
744
FWL Investment Management
Texas
$34.2K
TCM
745
TD Capital Management
Tennessee
$33K
TFA
746
Toth Financial Advisory
Virginia
$32.9K
C
747
Covestor
United Kingdom
$32K
SEP
748
Signature Equity Partners
Ohio
$31.5K
BWA
749
Basecamp Wealth Advisors
Washington
$31.4K
ANBT
750
American National Bank & Trust
Texas
$31.4K