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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
BIA
751
Bell Investment Advisors
California
$31.4K
Q1WB
752
Quest 10 Wealth Builders
Virginia
$30.8K
AA
753
Ancora Advisors
Ohio
$30.1K
AF
754
Advisornet Financial
Minnesota
$29.3K
BWL
755
Bogart Wealth LLC
Virginia
$28.3K
MWC
756
MBM Wealth Consultants
Missouri
$27.7K
FPF
757
First Pacific Financial
Washington
$27.3K
CT
758
Colonial Trust
South Carolina
$27.3K
OSNBOA
759
Old Second National Bank of Aurora
Illinois
$27K
VWM
760
Valley Wealth Managers
New Jersey
$27K
TSMHT
761
Thurston Springer Miller Herd & Titak
Indiana
$26.6K
HHCP
762
Hilton Head Capital Partners
South Carolina
$26.4K
RWM
763
Rialto Wealth Management
New York
$25.7K
YP
764
YANKCOM Partnership
South Dakota
$25.4K
NSIM
765
North Star Investment Management
Illinois
$25K
HRC
766
Hoertkorn Richard Charles
$24.5K
CFFP
767
Center for Financial Planning
Michigan
$23.8K
LWMI
768
Legacy Wealth Management (Idaho)
Idaho
$23.5K
FFO
769
Fortitude Family Office
Arizona
$22.1K
ME
770
McIlrath & Eck
Washington
$21.9K
SL
771
Salomon & Ludwin
Virginia
$21.7K
DJSG
772
D.J. St. Germain
Massachusetts
$21.5K
FP
773
Financial Perspectives
Minnesota
$21.4K
GBT
774
Grove Bank & Trust
Florida
$21.3K
CT
775
Caldwell Trust
Florida
$21.2K