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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
Cerity Partners
76
Cerity Partners
New York
$18.3M +$2.09M +22,829 +13%
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$18.3M
Citigroup
78
Citigroup
New York
$18.3M -$3.35M -36,678 -15%
Arrowstreet Capital
79
Arrowstreet Capital
Massachusetts
$18.2M -$38.6M -421,803 -68%
State of Wisconsin Investment Board
80
State of Wisconsin Investment Board
Wisconsin
$18.1M -$1.51M -16,503 -8%
QCM
81
Quantinno Capital Management
New York
$17.9M +$2.93M +32,105 +19%
Aviva
82
Aviva
United Kingdom
$17.4M -$37K -405 -0.2%
Acadian Asset Management
83
Acadian Asset Management
Massachusetts
$16.8M -$3.5M -38,239 -17%
Mirae Asset Global Investments
84
Mirae Asset Global Investments
South Korea
$16.5M +$13.2M +144,358 +373%
GAM
85
Gotham Asset Management
New York
$16.1M +$15.5M +169,688 +1,936%
SAM
86
Storebrand Asset Management
Norway
$15.5M +$460K +5,027 +3%
Canada Pension Plan Investment Board
87
Canada Pension Plan Investment Board
Ontario, Canada
$15.3M +$91.4K +1,000 +0.6%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$15.3M -$2.03M -22,217 -12%
Focus Partners Wealth
89
Focus Partners Wealth
Massachusetts
$15.2M +$580K +6,347 +4%
New York State Teachers Retirement System (NYSTRS)
90
New York State Teachers Retirement System (NYSTRS)
New York
$14.9M -$1.3M -14,254 -8%
MPI
91
Mairs & Power Inc
Minnesota
$14.8M -$4.38M -47,934 -23%
Aberdeen Group
92
Aberdeen Group
United Kingdom
$14.6M +$68.9K +754 +0.5%
Russell Investments Group
93
Russell Investments Group
United Kingdom
$14.2M -$531K -5,806 -4%
CM
94
Capital Management
Virginia
$13.7M -$1.49M -16,267 -10%
Allianz Asset Management
95
Allianz Asset Management
Germany
$13M +$556K +6,081 +4%
ANTB
96
AMG National Trust Bank
Colorado
$12.4M +$262K +2,861 +2%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$12.4M +$213K +2,334 +2%
Cetera Investment Advisers
98
Cetera Investment Advisers
Illinois
$11.9M +$2.01M +21,999 +20%
National Pension Service
99
National Pension Service
South Korea
$11.8M +$9.85M +107,785 +455%
Pictet Asset Management
100
Pictet Asset Management
Switzerland
$11.6M -$1.35M -14,756 -10%