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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
PJC
851
Phillip James Consulting
Minnesota
$4K
AIC
852
Archer Investment Corporation
Indiana
$3.96K
SWM
853
SHP Wealth Management
Massachusetts
$3.69K
AWM
854
Abound Wealth Management
Tennessee
$3.69K
KG
855
Kilter Group
New York
$3.69K
HPC
856
HM Payson & Co
Maine
$3.52K
FMP
857
Financial Management Professionals
Texas
$3.42K
NF
858
Napier Financial
Massachusetts
$3.33K
VWA
859
Valued Wealth Advisors
Utah
$3.26K
DPW
860
DiNuzzo Private Wealth
Pennsylvania
$3.24K
RJA
861
Ross\Johnson & Associates
Minnesota
$3.06K
SSG
862
Summit Securities Group
New York
$2.88K
CC
863
Corsicana & Co
Texas
$2.7K
PWMG
864
Prestige Wealth Management Group
New Jersey
$2.43K
DF
865
Dunhill Financial
United Kingdom
$2.31K
HFS
866
Hughes Financial Services
Virginia
$2.25K
CFG
867
Clayton Financial Group
Missouri
$2.07K
CWP
868
Clark Wealth Partners
Illinois
$2.07K
AW
869
Avion Wealth
Texas
$2K
NL
870
NVWM LLC
Pennsylvania
$1.8K
DIP
871
DT Investment Partners
Pennsylvania
$1.44K
WWM
872
Wolff Wiese Magana
California
$1.35K
PWA
873
Portus Wealth Advisors
North Carolina
$1.35K
IPS
874
Investors Portfolio Services
Washington
$1.18K
1CP
875
1015 Capital Partners
Pennsylvania
$1.08K