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Principal Financial Group

900 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, 258 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
900
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
FNWA
826
Financial Network Wealth Advisors
Utah
$9.01K
AP
827
Atwood & Palmer
Missouri
$9.01K
AFG
828
Albion Financial Group
Utah
$9.01K
GK
829
Graney & King
New York
$9.01K
PF
830
PlanVest Financial
Maryland
$9.01K
TM
831
Torren Management
California
$8.79K
SMBT
832
Southern Michigan Bank & Trust
Michigan
$8.56K
VNT
833
Vanguard National Trust
Pennsylvania
$8.11K
KAS
834
Kemnay Advisory Services
New York
$7.84K
RWPA
835
Richard W. Paul & Associates
Michigan
$7.75K
VFM
836
Vision Financial Markets
Connecticut
$6.82K
UFF
837
USA Financial Formulas
Michigan
$6.67K
MAM
838
Meeder Asset Management
Ohio
$6.13K
SFG
839
Strive Financial Group
Indiana
$6K
SGFG
840
Silver Grove Financial Group
New York
$5.77K
RDFA
841
Ritter Daniher Financial Advisory
Ohio
$5.14K
BC
842
Bayforest Capital
United Kingdom
$5.05K
WA
843
Westfuller Advisors
New York
$5.03K
CFM
844
Cornerstone Financial Management
Massachusetts
$4.87K
EWP
845
Elevation Wealth Partners
California
$4.87K
DCM
846
Davis Capital Management
Florida
$4.69K
SC
847
SouthState Corp
Florida
$4.42K
PIS
848
POM Investment Strategies
North Carolina
$4.42K
IWS
849
Intentional Wealth Strategies
Colorado
$4.05K
OAJ
850
Ogorek Anthony Joseph
New York
$4K