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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
CCMI
776
Creative Capital Management Investments
California
$21.1K
VNA
777
Valley National Advisers
Pennsylvania
$21K
GKIM
778
GW&K Investment Management
Massachusetts
$21K
TCM
779
Triumph Capital Management
Colorado
$20.7K
CTB
780
Country Trust Bank
Illinois
$19.9K
KFI
781
Key Financial Inc
Pennsylvania
$19.7K
AWM
782
Activest Wealth Management
Florida
$19.4K
AGWCA
783
Annis Gardner Whiting Capital Advisors
Florida
$19.2K
FFA
784
Frazier Financial Advisors
Ohio
$19.1K
SA
785
SRH Advisors
Kansas
$19K
BA
786
Blueline Advisors
New Hampshire
$18.6K
SWIM
787
Smallwood Wealth Investment Management
New Jersey
$18.6K
TWM
788
TopTier Wealth Management
Wisconsin
$18.2K
KTC
789
Kentucky Trust Company
Kentucky
$18K
NECFA
790
New England Capital Financial Advisors
Connecticut
$18K
AIM
791
Axiom Investment Management
New York
$18K
USB
792
Union Savings Bank
Connecticut
$17.6K
BGAI
793
Bruce G. Allen Investments
Colorado
$17.1K
SIS
794
Strategic Investment Solutions
Illinois
$17K
ST
795
Smithfield Trust
Pennsylvania
$17K
MAM
796
Marquette Asset Management
Minnesota
$16.9K
EB
797
Eastern Bank
Massachusetts
$16.9K
GCP
798
Gill Capital Partners
Colorado
$16.9K
TPWA
799
Twin Peaks Wealth Advisors
California
$16.8K
CSC
800
Caldwell Sutter Capital
California
$16.2K