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Principal Financial Group

680 hedge funds and large institutions have $13.7B invested in Principal Financial Group in 2022 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 231 increasing their positions, 214 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
+23
Holders Change %
+3.5%
% of All Funds
10.76%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
89
Increased
231
Reduced
214
Closed
56
Calls
$14.2M
Puts
$4.92M
Net Calls
+$9.27M
Net Calls Change
+$10.9M
Name Holding Trade Value Shares
Change
Shares
Change %
XT
301
XTX Topco
Cayman Islands
$862K +$862K +11,740 New
IF
302
Intrua Financial
Texas
$861K +$861K +11,732 New
UCFA
303
United Capital Financial Advisors
Texas
$855K -$216K -2,939 -20%
PT
304
Plimoth Trust
Massachusetts
$851K -$205K -2,795 -19%
MC
305
Miramar Capital
Illinois
$850K +$850K +11,575 New
VPIM
306
Vanguard Personalized Indexing Management
California
$838K -$232K -3,164 -22%
M&T Bank
307
M&T Bank
New York
$835K -$122K -1,666 -13%
ECM
308
Everence Capital Management
Indiana
$820K
MP
309
McDonald Partners
Ohio
$816K +$816K +11,118 New
WG
310
Winton Group
United Kingdom
$810K +$213K +2,899 +36%
Thrivent Financial for Lutherans
311
Thrivent Financial for Lutherans
Minnesota
$786K -$8.95K -122 -1%
HIC
312
Holderness Investments Company
North Carolina
$770K
OSAM
313
O'Shaughnessy Asset Management
Connecticut
$769K -$80.1K -1,092 -9%
AFP
314
Ausdal Financial Partners
Iowa
$765K
O
315
Ossiam
France
$751K +$728K +9,911 +3,126%
CG
316
Colony Group
Massachusetts
$749K +$19.2K +261 +3%
MCP
317
Martin Capital Partners
Oregon
$747K +$44.9K +611 +6%
SPIA
318
Steward Partners Investment Advisory
New York
$743K +$660 +9 +0.1%
NB
319
Norinchukin Bank
Japan
$729K +$127K +1,728 +21%
VVP
320
Venture Visionary Partners
Ohio
$723K +$21.7K +296 +3%
NMIMC
321
Northwestern Mutual Investment Management Company
Wisconsin
$709K -$105K -1,428 -13%
AWA
322
Aaron Wealth Advisors
Illinois
$709K +$709K +52,047 New
IA
323
IFP Advisors
Florida
$697K +$343K +6,025 +97%
S
324
Seeyond
France
$695K +$125K +1,698 +22%
FHB
325
First Hawaiian Bank
Hawaii
$693K