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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 %
AFP
326
Ausdal Financial Partners
Iowa
$797K -$1.5K -19 -0.2%
TSS
327
Two Sigma Securities
New York
$791K +$289K +3,673 +58%
HIC
328
Holderness Investments Company
North Carolina
$782K
MWM
329
Modern Wealth Management
Kansas
$768K +$768K +9,767 New
PA
330
Pinnacle Associates
New York
$760K -$3.23K -41 -0.4%
CA
331
Cetera Advisors
Colorado
$748K -$15.3K -195 -2%
OWP
332
Obermeyer Wealth Partners
Colorado
$748K
RT
333
Rockland Trust
Massachusetts
$726K -$297K -3,778 -29%
Aviva
334
Aviva
United Kingdom
$720K -$2.66M -33,864 -79%
HAG
335
HighPoint Advisor Group
Illinois
$718K +$718K +8,497 New
GDP
336
Great Diamond Partners
Maine
$703K -$847K -10,763 -55%
MLICM
337
Metropolitan Life Insurance Company (MetLife)
New York
$702K -$21.5K -273 -3%
PT
338
Plimoth Trust
Massachusetts
$698K -$51.5K -655 -7%
UCFA
339
United Capital Financial Advisors
Texas
$675K +$281K +3,567 +71%
PTC
340
Petrus Trust Company
Texas
$662K +$367K +4,665 +125%
LSA
341
Lion Street Advisors
Texas
$662K -$944 -12 -0.1%
BAMF
342
BI Asset Management Fondsmaeglerselskab
Denmark
$657K -$214K -2,714 -25%
SPIA
343
Steward Partners Investment Advisory
New York
$656K +$3.46K +44 +0.5%
Fifth Third Bancorp
344
Fifth Third Bancorp
Ohio
$653K +$62.2K +791 +11%
AF
345
Allworth Financial
California
$648K -$14.8K -188 -2%
EF
346
Empirical Finance
Pennsylvania
$647K +$1.02K +13 +0.2%
HFM
347
Hartford Funds Management
Pennsylvania
$646K +$294K +3,731 +83%
CSB
348
City State Bank
Iowa
$635K +$51.1K +650 +9%
APG Asset Management
349
APG Asset Management
Netherlands
$625K +$9.12K +128 +1%
WFM
350
Wolff Financial Management
Michigan
$615K