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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
AF
201
Alerus Financial
North Dakota
$3.37M -$1.78M -19,516 -34%
Baird Financial Group
202
Baird Financial Group
Wisconsin
$3.29M -$8.23K -90 -0.2%
EMPI
203
Elo Mutual Pension Insurance
Finland
$3.24M +$601K +6,576 +22%
APP
204
Avantax Planning Partners
Iowa
$3.21M +$21.3K +233 +0.7%
Daiwa Securities Group
205
Daiwa Securities Group
Japan
$3.21M +$134K +1,464 +4%
URS
206
Utah Retirement Systems
Utah
$3.19M -$99.4K -1,087 -3%
FCH
207
Freestone Capital Holdings
Washington
$3.14M -$133K -1,451 -4%
FM
208
Foster & Motley
Ohio
$3.12M -$28.1K -307 -0.9%
PFSRSONJ
209
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.08M
BMSSC
210
B. Metzler seel. Sohn & Co
Germany
$3.06M +$95.2K +1,041 +3%
CWM
211
Centric Wealth Management
Illinois
$3.05M +$71.9K +787 +3%
Bank of Nova Scotia
212
Bank of Nova Scotia
Ontario, Canada
$2.94M -$3.87M -42,291 -56%
DWT
213
Dorsey & Whitney Trust
South Dakota
$2.94M -$477K -5,216 -14%
UIM
214
USS Investment Management
United Kingdom
$2.88M +$141K +1,546 +5%
PAG
215
Private Advisor Group
New Jersey
$2.87M +$228K +2,491 +8%
NIM
216
NEOS Investment Management
Connecticut
$2.78M -$114K -1,249 -4%
National Bank of Canada
217
National Bank of Canada
Quebec, Canada
$2.76M -$3.58M -39,111 -56%
BCIM
218
British Columbia Investment Management
British Columbia, Canada
$2.73M -$839K -9,181 -23%
VA
219
Vident Advisory
Georgia
$2.71M +$164K +1,794 +6%
Janney Montgomery Scott
220
Janney Montgomery Scott
Pennsylvania
$2.71M +$868K +9,499 +46%
RIM
221
Rakuten Investment Management
Japan
$2.69M +$291K +3,184 +12%
NYLIM
222
New York Life Investment Management
New York
$2.67M +$33.1K +362 +1%
CA
223
Claro Advisors
Massachusetts
$2.63M +$197K +2,157 +8%
NAM
224
Nissay Asset Management
Japan
$2.6M +$4.39K +48 +0.2%
Susquehanna International Group
225
Susquehanna International Group
Pennsylvania
$2.52M -$5.13M -56,162 -67%