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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
RFG
826
REAP Financial Group
Texas
$10.6K +$91 +1 +0.9%
ADL
827
Asset Dedication LLC
California
$10.2K -$4.39K -48 -30%
LI
828
LRI Investments
Florida
$10.1K +$7.86K +86 +331%
GSWM
829
Golden State Wealth Management
California
$10K -$44.3K -485 -81%
MFT
830
Moisand Fitzgerald Tamayo
Florida
$9.91K
FW
831
Fairway Wealth
Ohio
$9.46K +$9.6K +105 New
DI
832
DAGCO Inc
Ohio
$9.37K +$9.51K +104 New
BWAM
833
Boyd Watterson Asset Management
Ohio
$9.28K
AFG
834
Albion Financial Group
Utah
$9.01K
AEPWM
835
Atlantic Edge Private Wealth Management
Florida
$9.01K
AP
836
Atwood & Palmer
Missouri
$9.01K
FNWA
837
Financial Network Wealth Advisors
Utah
$9.01K
GK
838
Graney & King
New York
$9.01K
PF
839
PlanVest Financial
Maryland
$9.01K +$9.14K +100 New
TM
840
Torren Management
California
$8.79K -$141K -1,543 -94%
SMBT
841
Southern Michigan Bank & Trust
Michigan
$8.56K +$8.68K +95 New
VNT
842
Vanguard National Trust
Pennsylvania
$8.11K +$8.23K +90 New
KAS
843
Kemnay Advisory Services
New York
$7.84K -$12.7K -139 -62%
RWPA
844
Richard W. Paul & Associates
Michigan
$7.75K +$7.86K +86 New
VFM
845
Vision Financial Markets
Connecticut
$6.82K
UFF
846
USA Financial Formulas
Michigan
$6.67K -$3.84K -42 -36%
MAM
847
Meeder Asset Management
Ohio
$6.13K -$5.12K -56 -45%
SFG
848
Strive Financial Group
Indiana
$6K
SGFG
849
Silver Grove Financial Group
New York
$5.77K +$5.85K +64 New
RDFA
850
Ritter Daniher Financial Advisory
Ohio
$5.14K