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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
CFG
876
Clayton Financial Group
Missouri
$2.07K
CWP
877
Clark Wealth Partners
Illinois
$2.07K
AW
878
Avion Wealth
Texas
$2K
NL
879
NVWM LLC
Pennsylvania
$1.8K
DIP
880
DT Investment Partners
Pennsylvania
$1.44K
WWM
881
Wolff Wiese Magana
California
$1.35K
PWA
882
Portus Wealth Advisors
North Carolina
$1.35K
IPS
883
Investors Portfolio Services
Washington
$1.18K
1CP
884
1015 Capital Partners
Pennsylvania
$1.08K
HIA
885
HFM Investment Advisors
New Jersey
$1.08K
TC
886
Truvestments Capital
Florida
$1.08K
PCM
887
Penserra Capital Management
California
$1K
AP
888
Aspect Partners
Virginia
$991
TCOT
889
Trust Company of Toledo
Ohio
$901
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
ACA
894
American Capital Advisory
Idaho
$541
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