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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
Mariner
126
Mariner
Kansas
$7.96M +$977K +10,684 +14%
Asset Management One
127
Asset Management One
Japan
$7.95M -$472K -5,166 -6%
IP
128
Interval Partners
New York
$7.91M -$17.6M -192,782 -69%
MSV
129
MN Services Vermogensbeheer
Netherlands
$7.82M
Royal London Asset Management
130
Royal London Asset Management
United Kingdom
$7.76M
Cambridge Investment Research Advisors
131
Cambridge Investment Research Advisors
Iowa
$7.71M -$86K -941 -1%
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$7.58M +$6.85M +74,986 +821%
Nisa Investment Advisors
133
Nisa Investment Advisors
Missouri
$7.56M -$204K -2,227 -3%
KK
134
KLP Kapitalforvaltning
Norway
$7.45M
Toronto Dominion Bank
135
Toronto Dominion Bank
Ontario, Canada
$7.39M -$3.31M -36,183 -31%
IMRF
136
Illinois Municipal Retirement Fund
Illinois
$7.09M -$2.75M -30,072 -28%
Macquarie Group
137
Macquarie Group
Australia
$6.86M -$562K -6,153 -7%
Ohio Public Employees Retirement System (OPERS)
138
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.57M -$97.4K -1,065 -1%
DAS
139
DMKC Advisory Services
Iowa
$6.56M -$2.19K -24 -0%
DekaBank Deutsche Girozentrale
140
DekaBank Deutsche Girozentrale
Germany
$6.56M
CI Investments Inc
141
CI Investments Inc
Ontario, Canada
$6.25M +$304K +3,321 +5%
RAM
142
Resona Asset Management
Japan
$6.25M -$25.7K -281 -0.4%
CIBC Asset Management
143
CIBC Asset Management
Ontario, Canada
$6.16M +$1.4M +15,282 +29%
Wealthfront Advisers
144
Wealthfront Advisers
California
$6.16M +$478K +5,230 +8%
State of New Jersey Common Pension Fund D
145
State of New Jersey Common Pension Fund D
New Jersey
$5.91M +$125K +1,372 +2%
State of Tennessee, Department of Treasury
146
State of Tennessee, Department of Treasury
Tennessee
$5.88M
MR
147
Munich Reinsurance
$5.66M -$1.22M -13,357 -18%
Nordea Investment Management
148
Nordea Investment Management
Sweden
$5.63M +$327K +3,578 +6%
UA
149
Unison Advisors
District of Columbia
$5.57M +$48.9K +535 +0.9%
DIA
150
Dean Investment Associates
Ohio
$5.52M -$362K -3,956 -6%