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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
Truist Financial
176
Truist Financial
North Carolina
$4.3M +$3.57M +39,061 +449%
KCM
177
Kerusso Capital Management
North Carolina
$4.27M -$310K -3,386 -7%
Squarepoint
178
Squarepoint
New York
$4.2M +$3.78M +41,333 +776%
MIM
179
MetLife Investment Management
New Jersey
$4.19M -$152K -1,665 -3%
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$4.19M +$272K +2,972 +7%
II
181
IFM Investors
Australia
$4.18M -$238K -2,603 -5%
COPPSERS
182
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.15M -$38.3K -419 -0.9%
KA
183
Kintegral Advisory
New York
$4.07M -$183K -2,001 -4%
Osaic Holdings
184
Osaic Holdings
Arizona
$4.06M -$31.6K -346 -0.8%
DnB Asset Management
185
DnB Asset Management
Norway
$4.03M +$60.4K +661 +1%
Wealth Enhancement Advisory Services
186
Wealth Enhancement Advisory Services
Minnesota
$3.99M -$343K -3,757 -7%
VOYA Investment Management
187
VOYA Investment Management
Georgia
$3.87M -$49.1K -537 -1%
Retirement Systems of Alabama
188
Retirement Systems of Alabama
Alabama
$3.79M -$47.4K -519 -1%
Pathstone Holdings
189
Pathstone Holdings
New Jersey
$3.67M +$102K +1,120 +3%
ProShare Advisors
190
ProShare Advisors
Maryland
$3.63M -$219K -2,392 -6%
Mirae Asset Global ETFs Holdings
191
Mirae Asset Global ETFs Holdings
Hong Kong
$3.62M -$273K -2,987 -7%
EI
192
Ethic Inc
New York
$3.61M +$553K +6,045 +18%
AAM
193
Advisors Asset Management
Colorado
$3.6M +$173K +1,892 +5%
VPIM
194
Vanguard Personalized Indexing Management
California
$3.55M +$132K +1,444 +4%
Mercer Global Advisors
195
Mercer Global Advisors
Colorado
$3.55M +$861K +9,421 +31%
AB
196
Amalgamated Bank
New York
$3.51M -$19.4K -212 -0.5%
OBAM
197
ODDO BHF Asset Management
France
$3.5M +$143K +1,569 +4%
FWP
198
FAS Wealth Partners
Kansas
$3.49M +$166K +1,812 +5%
Corient Private Wealth
199
Corient Private Wealth
Florida
$3.48M -$4.15M -45,425 -54%
FDCDDQ
200
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.46M +$801K +8,763 +30%