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Principal Financial Group

901 hedge funds and large institutions have $15.1B invested in Principal Financial Group in 2026 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 349 increasing their positions, 259 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
901
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
AEPWM
826
Atlantic Edge Private Wealth Management
Florida
$9.01K
AP
827
Atwood & Palmer
Missouri
$9.01K
AFG
828
Albion Financial Group
Utah
$9.01K
FNWA
829
Financial Network Wealth Advisors
Utah
$9.01K
GK
830
Graney & King
New York
$9.01K
PF
831
PlanVest Financial
Maryland
$9.01K
TM
832
Torren Management
California
$8.79K
SMBT
833
Southern Michigan Bank & Trust
Michigan
$8.56K
VNT
834
Vanguard National Trust
Pennsylvania
$8.11K
KAS
835
Kemnay Advisory Services
New York
$7.84K
RWPA
836
Richard W. Paul & Associates
Michigan
$7.75K
VFM
837
Vision Financial Markets
Connecticut
$6.82K
UFF
838
USA Financial Formulas
Michigan
$6.67K
MAM
839
Meeder Asset Management
Ohio
$6.13K
SFG
840
Strive Financial Group
Indiana
$6K
SGFG
841
Silver Grove Financial Group
New York
$5.77K
RDFA
842
Ritter Daniher Financial Advisory
Ohio
$5.14K
BC
843
Bayforest Capital
United Kingdom
$5.05K
WA
844
Westfuller Advisors
New York
$5.03K
CFM
845
Cornerstone Financial Management
Massachusetts
$4.87K
EWP
846
Elevation Wealth Partners
California
$4.87K
DCM
847
Davis Capital Management
Florida
$4.69K
SC
848
SouthState Corp
Florida
$4.42K
PIS
849
POM Investment Strategies
North Carolina
$4.42K
IWS
850
Intentional Wealth Strategies
Colorado
$4.05K