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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
FFP
951
FourThought Financial Partners
Florida
-$307K -3,485 Closed
BMM
952
Berkshire Money Management
Massachusetts
-$284K -3,222 Closed
WFA
953
Wellspring Financial Advisors
Ohio
-$276K -3,128 Closed
BC
954
Burney Company
Virginia
-$261K -2,962 Closed
WI
955
WBI Investments
New Jersey
-$254K -2,883 Closed
NW
956
NewEdge Wealth
Pennsylvania
-$251K -2,848 Closed
NC
957
nVerses Capital
Florida
-$233K -2,639 Closed
OIAM
958
OFI Invest Asset Management
France
-$190K -2,531 Closed
SG
959
StoneX Group
New York
-$215K -2,437 Closed
SOW
960
State of Wyoming
Wyoming
-$215K -2,433 Closed
PAM
961
Panagora Asset Management
Massachusetts
-$210K -2,380 Closed
WWC
962
Waypoint Wealth Counsel
Georgia
-$206K -2,331 Closed
IWN
963
Independent Wealth Network
Iowa
-$204K -2,310 Closed
EAM
964
Erste Asset Management
Austria
-$205K -2,300 Closed
EI
965
EFG International
-$182K -2,062 Closed
CFS
966
Compass Financial Services
Iowa
-$149K -1,693 Closed
CIAM
967
Caitong International Asset Management
Hong Kong
-$109K -1,241 Closed
QL
968
Quarry LP
New York
-$81.2K -920 Closed
TH
969
TCTC Holdings
Texas
-$77.2K -875 Closed
GGI
970
Godsey & Gibb Inc
Virginia
-$61.7K -700 Closed
EW
971
Elyxium Wealth
California
-$44.8K -508 Closed
SIM
972
Sentry Investment Management
Wisconsin
-$41K -464 Closed
FHA
973
Flagship Harbor Advisors
Massachusetts
-$38K -431 Closed
CWP
974
Concord Wealth Partners
Virginia
-$27.3K -310 Closed
JWM
975
Jessup Wealth Management
Ohio
-$21.7K -246 Closed