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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
OAJ
851
Ogorek Anthony Joseph
New York
$4K
PJC
852
Phillip James Consulting
Minnesota
$4K
AIC
853
Archer Investment Corporation
Indiana
$3.96K
SWM
854
SHP Wealth Management
Massachusetts
$3.69K
AWM
855
Abound Wealth Management
Tennessee
$3.69K
KG
856
Kilter Group
New York
$3.69K
HPC
857
HM Payson & Co
Maine
$3.52K
FMP
858
Financial Management Professionals
Texas
$3.42K
NF
859
Napier Financial
Massachusetts
$3.33K
VWA
860
Valued Wealth Advisors
Utah
$3.26K
DPW
861
DiNuzzo Private Wealth
Pennsylvania
$3.24K
RJA
862
Ross\Johnson & Associates
Minnesota
$3.06K
SSG
863
Summit Securities Group
New York
$2.88K
CC
864
Corsicana & Co
Texas
$2.7K
PWMG
865
Prestige Wealth Management Group
New Jersey
$2.43K
DF
866
Dunhill Financial
United Kingdom
$2.31K
HFS
867
Hughes Financial Services
Virginia
$2.25K
CFG
868
Clayton Financial Group
Missouri
$2.07K
CWP
869
Clark Wealth Partners
Illinois
$2.07K
AW
870
Avion Wealth
Texas
$2K
NL
871
NVWM LLC
Pennsylvania
$1.8K
DIP
872
DT Investment Partners
Pennsylvania
$1.44K
WWM
873
Wolff Wiese Magana
California
$1.35K
PWA
874
Portus Wealth Advisors
North Carolina
$1.35K
IPS
875
Investors Portfolio Services
Washington
$1.18K