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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
HIA
876
HFM Investment Advisors
New Jersey
$1.08K
TC
877
Truvestments Capital
Florida
$1.08K
PCM
878
Penserra Capital Management
California
$1K
AP
879
Aspect Partners
Virginia
$991
TCOT
880
Trust Company of Toledo
Ohio
$901
AIM
881
Arcadia Investment Management
Michigan
$811
CTWM
882
Cherry Tree Wealth Management
Minnesota
$721
Kayne Anderson Rudnick Investment Management
883
Kayne Anderson Rudnick Investment Management
California
$721
BH
884
Burk Holdings
Oklahoma
$721
ACA
885
American Capital Advisory
Idaho
$541
AA
886
Addison Advisors
Vermont
$541
WA
887
WestEnd Advisors
North Carolina
$541
QWM
888
Quaker Wealth Management
New Jersey
$451
EWM
889
Evolution Wealth Management
Florida
$451
APW
890
Atlantic Private Wealth
North Carolina
$451
SA
891
Seneschal Advisors
Washington
$451
APW
892
Aventura Private Wealth
Florida
$451
AT
893
Arlington Trust
Alabama
$451
JWM
894
JPL Wealth Management
Colorado
$451
PCA
895
PMV Capital Advisers
Texas
$386
YDMI
896
Y.D. More Investments
Israel
$274
DF
897
DecisionPoint Financial
Arizona
$181
SIM
898
Synergy Investment Management
Florida
$180
SWA
899
SOA Wealth Advisors
New York
$107
3FI
900
3 Factor Indexing
California
$91