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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
CPG
801
Cornerstone Planning Group
New Jersey
$16.1K
SS
802
SBI Securities
Japan
$16.1K
TFG
803
Team Financial Group
California
$15.9K
IRC
804
Investors Research Corp
Georgia
$15.6K
SWP
805
Strategic Wealth Partners
Ohio
$15.6K
SWM
806
Spire Wealth Management
Virginia
$15.5K
HWA
807
HHM Wealth Advisors
Tennessee
$15.2K
Optiver Holding
808
Optiver Holding
Netherlands
$14.9K
AG
809
AmeriFlex Group
Nevada
$14.8K
AFC
810
Ares Financial Consulting
California
$14.5K
HFS
811
Horizon Financial Services
North Carolina
$14.2K
WTC
812
WhitTier Trust Company
Nevada
$14.1K
CBT
813
CoreFirst Bank & Trust
Kansas
$13.5K
MHR
814
Matthew Hamilton Rosenberg
$13.5K
SGK
815
Steigerwald Gordon & Koch
Virginia
$13.4K
VWM
816
Vermillion Wealth Management
Minnesota
$13.2K
CB
817
Community Bank
New York
$13.2K
PWMG
818
Private Wealth Management Group
New Jersey
$13.2K
HIW
819
Holos Integrated Wealth
Pennsylvania
$12.6K
BFS
820
Burkett Financial Services
South Carolina
$12.5K
PP
821
PFS Partners
New Jersey
$11.3K
KFP
822
Kerr Financial Planning
California
$11.1K
GCM
823
Gunpowder Capital Management
Maryland
$11.1K
S
824
Sachetta
Massachusetts
$11K
CFB
825
Cullen/Frost Bankers
Texas
$10.6K