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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
BC
851
Bayforest Capital
United Kingdom
$5.05K
WA
852
Westfuller Advisors
New York
$5.03K
CFM
853
Cornerstone Financial Management
Massachusetts
$4.87K
EWP
854
Elevation Wealth Partners
California
$4.87K
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
OAJ
859
Ogorek Anthony Joseph
New York
$4K
PJC
860
Phillip James Consulting
Minnesota
$4K
AIC
861
Archer Investment Corporation
Indiana
$3.96K
SWM
862
SHP Wealth Management
Massachusetts
$3.69K
AWM
863
Abound Wealth Management
Tennessee
$3.69K
KG
864
Kilter Group
New York
$3.69K
HPC
865
HM Payson & Co
Maine
$3.52K
FMP
866
Financial Management Professionals
Texas
$3.42K
NF
867
Napier Financial
Massachusetts
$3.33K
VWA
868
Valued Wealth Advisors
Utah
$3.26K
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
CC
872
Corsicana & Co
Texas
$2.7K
PWMG
873
Prestige Wealth Management Group
New Jersey
$2.43K
DF
874
Dunhill Financial
United Kingdom
$2.31K
HFS
875
Hughes Financial Services
Virginia
$2.25K