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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
Robeco Institutional Asset Management
101
Robeco Institutional Asset Management
Netherlands
$11.6M +$5.33M +58,314 +83%
New York State Common Retirement Fund
102
New York State Common Retirement Fund
New York
$11.6M -$229K -2,500 -2%
TD Asset Management
103
TD Asset Management
Ontario, Canada
$11.2M +$865K +9,460 +8%
Korea Investment Corp
104
Korea Investment Corp
South Korea
$11.2M -$10.2M -111,800 -47%
DB
105
Danske Bank
Denmark
$10.8M -$64K -700 -0.6%
GIM
106
Goelzer Investment Management
Indiana
$10.5M +$26.1K +286 +0.2%
SLAM
107
Swiss Life Asset Management
$10.2M +$2.29M +25,021 +45%
MIF
108
Mediolanum International Funds
Ireland
$10.2M +$192K +2,097 +2%
LA
109
LBP AM
France
$9.85M -$782K -8,559 -7%
VIA
110
Vanguard Investments Australia
Australia
$9.81M +$9.95M +108,827 New
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.51M -$753K -8,233 -7%
Assenagon Asset Management
112
Assenagon Asset Management
Luxembourg
$9.5M +$8.91M +97,455 +1,230%
PS
113
Principal Securities
Iowa
$9.46M +$8.01M +87,665 +505%
CIM
114
Cambria Investment Management
California
$9.27M +$601K +6,573 +7%
Marshall Wace
115
Marshall Wace
United Kingdom
$9.21M -$57.6M -630,448 -86%
Mitsubishi UFJ Trust & Banking
116
Mitsubishi UFJ Trust & Banking
Japan
$9.02M -$5.3M -58,032 -37%
ACIM
117
Azimuth Capital Investment Management
Michigan
$8.81M -$3.68M -40,233 -29%
Chevy Chase Trust
118
Chevy Chase Trust
Maryland
$8.79M -$350K -3,828 -4%
Prudential Financial
119
Prudential Financial
New Jersey
$8.79M -$1.88M -20,604 -17%
APG Asset Management
120
APG Asset Management
Netherlands
$8.76M -$323K -3,531 -3%
EAM
121
EdenTree Asset Management
United Kingdom
$8.58M
TAF
122
Tredje AP-fonden
Sweden
$8.43M +$5.67M +62,009 +197%
Treasurer of the State of North Carolina
123
Treasurer of the State of North Carolina
North Carolina
$8.39M +$181K +1,985 +2%
Nomura Asset Management
124
Nomura Asset Management
Japan
$8.34M +$481K +5,264 +6%
Creative Planning
125
Creative Planning
Kansas
$8.1M +$1.59M +17,416 +24%