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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
Commonwealth Equity Services
151
Commonwealth Equity Services
Massachusetts
$5.51M -$226K -2,468 -4%
X
152
Xponance
Pennsylvania
$5.47M -$4.8M -52,527 -46%
Natixis Advisors
153
Natixis Advisors
Massachusetts
$5.46M +$833K +9,114 +18%
ASRS
154
Arizona State Retirement System
Arizona
$5.38M -$122K -1,339 -2%
Public Sector Pension Investment Board (PSP Investments)
155
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.35M -$7.74M -84,677 -59%
CBU
156
CIBC Bancorp USA
Illinois
$5.33M +$5.41M +59,136 New
LOAMS
157
Lombard Odier Asset Management (Switzerland)
Switzerland
$5.23M +$1.36M +14,900 +35%
IC
158
IEQ Capital
California
$5.22M +$687K +7,515 +15%
Mackenzie Financial
159
Mackenzie Financial
Ontario, Canada
$5.04M -$69.5K -760 -1%
SOMRS
160
State of Michigan Retirement System
Michigan
$5.04M -$64K -700 -1%
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$5.01M +$332K +3,636 +7%
FAF
162
Fjarde Ap-fonden
Sweden
$4.99M +$2.77M +30,250 +120%
Citadel Advisors
163
Citadel Advisors
Florida
$4.95M -$49.5M -541,694 -91%
CNB
164
Czech National Bank
Czech Republic
$4.86M +$106K +1,162 +2%
LF
165
Lansforsakringar Fondforvaltning
Sweden
$4.72M +$128K +1,402 +3%
Lazard Asset Management
166
Lazard Asset Management
New York
$4.68M +$4.75M +51,957 New
NAMI
167
Nomura Asset Management International
Pennsylvania
$4.62M -$594K -6,499 -11%
MSE
168
MUFG Securities EMEA
United Kingdom
$4.61M -$7.77K -85 -0.2%
EF
169
Empowered Funds
Pennsylvania
$4.58M +$3.65M +39,930 +366%
CIBC World Market
170
CIBC World Market
Ontario, Canada
$4.49M +$4.55M +49,798 New
GLF
171
Groupe la Francaise
France
$4.41M +$340K +3,716 +8%
SAM
172
SEB Asset Management
$4.4M +$4.47M +48,868 New
SEI Investments
173
SEI Investments
Pennsylvania
$4.34M +$628K +6,872 +17%
Rafferty Asset Management
174
Rafferty Asset Management
New York
$4.33M -$1.18M -12,888 -21%
DF
175
Donoghue Forlines
Massachusetts
$4.31M +$2.87M +31,371 +190%