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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
SA
901
Seneschal Advisors
Washington
$451
AT
902
Arlington Trust
Alabama
$451 +$457 +5 New
JWM
903
JPL Wealth Management
Colorado
$451 +$457 +5 New
PCA
904
PMV Capital Advisers
Texas
$386 +$366 +4 New
YDMI
905
Y.D. More Investments
Israel
$274 -$20.7K -226 -19%
DF
906
DecisionPoint Financial
Arizona
$181
SIM
907
Synergy Investment Management
Florida
$180 +$183 +2 New
SWA
908
SOA Wealth Advisors
New York
$107
3FI
909
3 Factor Indexing
California
$91 +$91 +1 New
Norges Bank
910
Norges Bank
Norway
-$273M -3,098,015 Closed
WAM
911
Weiss Asset Management
Massachusetts
-$53.7M -608,926 Closed
Qube Research & Technologies (QRT)
912
Qube Research & Technologies (QRT)
United Kingdom
-$40.5M -459,205 Closed
FAF
913
Första AP-fonden
Sweden
-$13.9M -157,900 Closed
Millennium Management
914
Millennium Management
New York
-$11.3M -128,297 Closed
Adage Capital Partners
915
Adage Capital Partners
Massachusetts
-$4.9M -55,500 Closed
Two Sigma Advisers
916
Two Sigma Advisers
New York
-$4.38M -49,700 Closed
HF
917
HRT Financial
New York
-$4.24M -48,019 Closed
EFS
918
Econ Financial Services
Pennsylvania
-$3.96M -44,914 Closed
Skandinaviska Enskilda Banken (SEB)
919
Skandinaviska Enskilda Banken (SEB)
Sweden
-$3.96M -44,875 Closed
LCM
920
Landscape Capital Management
New Jersey
-$3.5M -39,665 Closed
ECM
921
ExodusPoint Capital Management
New York
-$3.45M -39,146 Closed
Connor, Clark & Lunn Investment Management (CC&L)
922
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$2.92M -33,121 Closed
A
923
AlphaQuest
New York
-$2.68M -30,437 Closed
SSA
924
Schonfeld Strategic Advisors
New York
-$2.49M -28,235 Closed
AG
925
Algert Global
California
-$2.41M -27,350 Closed