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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
1CP
876
1015 Capital Partners
Pennsylvania
$1.08K
HIA
877
HFM Investment Advisors
New Jersey
$1.08K
TC
878
Truvestments Capital
Florida
$1.08K
PCM
879
Penserra Capital Management
California
$1K
AP
880
Aspect Partners
Virginia
$991
TCOT
881
Trust Company of Toledo
Ohio
$901
AIM
882
Arcadia Investment Management
Michigan
$811
Kayne Anderson Rudnick Investment Management
883
Kayne Anderson Rudnick Investment Management
California
$721
CTWM
884
Cherry Tree Wealth Management
Minnesota
$721
BH
885
Burk Holdings
Oklahoma
$721
ACA
886
American Capital Advisory
Idaho
$541
WA
887
WestEnd Advisors
North Carolina
$541
AA
888
Addison Advisors
Vermont
$541
EWM
889
Evolution Wealth Management
Florida
$451
QWM
890
Quaker Wealth Management
New Jersey
$451
APW
891
Atlantic Private Wealth
North Carolina
$451
SA
892
Seneschal Advisors
Washington
$451
APW
893
Aventura Private Wealth
Florida
$451
AT
894
Arlington Trust
Alabama
$451
JWM
895
JPL Wealth Management
Colorado
$451
PCA
896
PMV Capital Advisers
Texas
$386
YDMI
897
Y.D. More Investments
Israel
$274
DF
898
DecisionPoint Financial
Arizona
$181
SIM
899
Synergy Investment Management
Florida
$180
SWA
900
SOA Wealth Advisors
New York
$107