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Principal Financial Group

749 hedge funds and large institutions have $13.5B invested in Principal Financial Group in 2023 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 223 increasing their positions, 283 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+33
Holders Change %
+4.61%
% of All Funds
10.98%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
115
Increased
223
Reduced
283
Closed
73
Calls
$14.4M
Puts
$12.7M
Net Calls
+$1.71M
Net Calls Change
-$6.11M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
301
Adams Wealth Management
Utah
$1M -$37.4K -476 -4%
IGAM
302
iA Global Asset Management
Quebec, Canada
$958K +$300K +3,808 +45%
GT
303
Glenmede Trust
Pennsylvania
$957K +$15.9K +202 +2%
Thrivent Financial for Lutherans
304
Thrivent Financial for Lutherans
Minnesota
$957K +$186K +2,367 +24%
UB
305
UMB Bank
Missouri
$953K -$63.2K -803 -6%
KAS
306
Kestra Advisory Services
Texas
$950K -$174K -2,214 -15%
Carson Wealth (CWM LLC)
307
Carson Wealth (CWM LLC)
Nebraska
$939K +$126K +1,606 +16%
VCA
308
Verdence Capital Advisors
Maryland
$926K +$12K +153 +1%
NMERB
309
New Mexico Educational Retirement Board
New Mexico
$925K
SVWAG
310
Sound View Wealth Advisors Group
Georgia
$912K +$35K +445 +4%
LSV Asset Management
311
LSV Asset Management
Illinois
$905K
FG
312
Foster Group
Iowa
$896K
EF
313
Empowered Funds
Pennsylvania
$881K +$123K +1,562 +16%
SDIC
314
South Dakota Investment Council
South Dakota
$876K
MCP
315
Martin Capital Partners
Oregon
$872K +$1.65K +21 +0.2%
SC
316
Syon Capital
California
$863K +$546K +6,944 +172%
PEA
317
Park Edge Advisors
Ohio
$857K
Allspring Global Investments
318
Allspring Global Investments
North Carolina
$856K -$44.4K -565 -5%
BCM
319
Bayesian Capital Management
New York
$838K +$838K +10,657 New
WB
320
West Bancorporation
Iowa
$835K -$5.35K -68 -0.6%
MYLI
321
Meiji Yasuda Life Insurance
Japan
$835K +$835K +10,610 New
OC
322
Oppenheimer & Co
New York
$830K -$109K -1,383 -12%
SM
323
Sciencast Management
New Jersey
$814K +$216K +2,742 +36%
EOJOAM
324
E. Ohman J:or Asset Management
Sweden
$810K -$126K -1,600 -13%
PA
325
PSI Advisors
Florida
$809K