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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
CFG
876
Clayton Financial Group
Missouri
$2.07K
CWP
877
Clark Wealth Partners
Illinois
$2.07K +$914 +10 +77%
AW
878
Avion Wealth
Texas
$2K
NL
879
NVWM LLC
Pennsylvania
$1.8K
DIP
880
DT Investment Partners
Pennsylvania
$1.44K -$17.7K -194 -92%
WWM
881
Wolff Wiese Magana
California
$1.35K
PWA
882
Portus Wealth Advisors
North Carolina
$1.35K +$1.37K +15 New
IPS
883
Investors Portfolio Services
Washington
$1.18K +$457 +5 +63%
1CP
884
1015 Capital Partners
Pennsylvania
$1.08K
HIA
885
HFM Investment Advisors
New Jersey
$1.08K +$91 +1 +9%
TC
886
Truvestments Capital
Florida
$1.08K +$1.1K +12 New
PCM
887
Penserra Capital Management
California
$1K
AP
888
Aspect Partners
Virginia
$991
TCOT
889
Trust Company of Toledo
Ohio
$901 +$914 +10 New
AIM
890
Arcadia Investment Management
Michigan
$811
CTWM
891
Cherry Tree Wealth Management
Minnesota
$721
Kayne Anderson Rudnick Investment Management
892
Kayne Anderson Rudnick Investment Management
California
$721
BH
893
Burk Holdings
Oklahoma
$721 +$731 +8 New
ACA
894
American Capital Advisory
Idaho
$541 -$274 -3 -33%
AA
895
Addison Advisors
Vermont
$541
WA
896
WestEnd Advisors
North Carolina
$541
APW
897
Atlantic Private Wealth
North Carolina
$451
APW
898
Aventura Private Wealth
Florida
$451
EWM
899
Evolution Wealth Management
Florida
$451
QWM
900
Quaker Wealth Management
New Jersey
$451