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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
BC
851
Bayforest Capital
United Kingdom
$5.05K +$5.12K +56 New
WA
852
Westfuller Advisors
New York
$5.03K -$183 -2 -3%
CFM
853
Cornerstone Financial Management
Massachusetts
$4.87K
EWP
854
Elevation Wealth Partners
California
$4.87K +$2.56K +28 +108%
DCM
855
Davis Capital Management
Florida
$4.69K
SC
856
SouthState Corp
Florida
$4.42K
PIS
857
POM Investment Strategies
North Carolina
$4.42K
IWS
858
Intentional Wealth Strategies
Colorado
$4.05K +$4.11K +45 New
OAJ
859
Ogorek Anthony Joseph
New York
$4K
PJC
860
Phillip James Consulting
Minnesota
$4K +$4.57K +50 New
AIC
861
Archer Investment Corporation
Indiana
$3.96K
SWM
862
SHP Wealth Management
Massachusetts
$3.69K -$2.29K -25 -38%
AWM
863
Abound Wealth Management
Tennessee
$3.69K
KG
864
Kilter Group
New York
$3.69K +$1.01K +11 +37%
HPC
865
HM Payson & Co
Maine
$3.52K
FMP
866
Financial Management Professionals
Texas
$3.42K
NF
867
Napier Financial
Massachusetts
$3.33K +$3.38K +37 New
VWA
868
Valued Wealth Advisors
Utah
$3.26K +$2.56K +28 +350%
DPW
869
DiNuzzo Private Wealth
Pennsylvania
$3.24K
RJA
870
Ross\Johnson & Associates
Minnesota
$3.06K
SSG
871
Summit Securities Group
New York
$2.88K -$24.3K -266 -89%
CC
872
Corsicana & Co
Texas
$2.7K
PWMG
873
Prestige Wealth Management Group
New Jersey
$2.43K -$640 -7 -21%
DF
874
Dunhill Financial
United Kingdom
$2.31K +$366 +4 +19%
HFS
875
Hughes Financial Services
Virginia
$2.25K +$366 +4 +19%