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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
RFG
826
REAP Financial Group
Texas
$10.6K
ADL
827
Asset Dedication LLC
California
$10.2K
LI
828
LRI Investments
Florida
$10.1K
GSWM
829
Golden State Wealth Management
California
$10K
MFT
830
Moisand Fitzgerald Tamayo
Florida
$9.91K
FW
831
Fairway Wealth
Ohio
$9.46K
DI
832
DAGCO Inc
Ohio
$9.37K
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
TM
840
Torren Management
California
$8.79K
SMBT
841
Southern Michigan Bank & Trust
Michigan
$8.56K
VNT
842
Vanguard National Trust
Pennsylvania
$8.11K
KAS
843
Kemnay Advisory Services
New York
$7.84K
RWPA
844
Richard W. Paul & Associates
Michigan
$7.75K
VFM
845
Vision Financial Markets
Connecticut
$6.82K
UFF
846
USA Financial Formulas
Michigan
$6.67K
MAM
847
Meeder Asset Management
Ohio
$6.13K
SFG
848
Strive Financial Group
Indiana
$6K
SGFG
849
Silver Grove Financial Group
New York
$5.77K
RDFA
850
Ritter Daniher Financial Advisory
Ohio
$5.14K