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Principal Financial Group

737 hedge funds and large institutions have $13.4B invested in Principal Financial Group in 2023 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 277 increasing their positions, 244 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
737
Holders Change
-41
Holders Change %
-5.27%
% of All Funds
11.8%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
70
Increased
277
Reduced
244
Closed
94
Calls
$22.6M
Puts
$14.5M
Net Calls
+$8.04M
Net Calls Change
-$1.93M
Name Holding Trade Value Shares
Change
Shares
Change %
BCV
351
Banque Cantonale Vaudoise
Switzerland
$568K -$319K -4,300 -36%
LNWWM
352
Laird Norton Wetherby Wealth Management
California
$565K -$4.09K -55 -0.7%
BC
353
Burney Company
Virginia
$556K +$3.64K +49 +0.7%
CSS
354
Cubist Systematic Strategies
Connecticut
$555K -$4.04M -54,359 -88%
CAM
355
Carret Asset Management
New York
$549K -$68.7K -925 -11%
NA
356
NewEdge Advisors
Louisiana
$546K -$599K -8,059 -52%
QI
357
Qtron Investments
Massachusetts
$545K +$236K +3,175 +76%
MGP
358
Metis Global Partners
California
$541K +$178K +2,394 +49%
Fifth Third Bancorp
359
Fifth Third Bancorp
Ohio
$533K +$47.6K +640 +10%
NMIMC
360
Northwestern Mutual Investment Management Company
Wisconsin
$532K +$1.56K +21 +0.3%
GT
361
Greenleaf Trust
Michigan
$526K -$10.9K -147 -2%
PCS
362
Personal CFO Solutions
New Jersey
$523K -$169K -2,278 -24%
ACS
363
Archford Capital Strategies
Illinois
$523K +$17.5K +239 +3%
JIC
364
Johnson Investment Counsel
Ohio
$517K
PAM
365
Palisade Asset Management
Minnesota
$513K -$13.4K -180 -3%
FFM
366
Forum Financial Management
Illinois
$511K +$149 +2 +0%
Impax Asset Management Group
367
Impax Asset Management Group
United Kingdom
$508K -$138K -1,860 -21%
TNBTD
368
Trustmark National Bank Trust Department
Mississippi
$507K +$16K +215 +3%
MAG
369
Mokosak Advisory Group
Iowa
$504K +$297 +4 +0.1%
EF
370
Empirical Finance
Pennsylvania
$502K +$19K +255 +4%
RFC
371
Regions Financial Corp
Alabama
$500K +$10.9K +147 +2%
MYAM
372
Meiji Yasuda Asset Management
Japan
$499K -$123K -1,660 -20%
JSL
373
JT Stratford LLC
Georgia
$499K +$172K +2,316 +53%
VCA
374
Verdence Capital Advisors
Maryland
$495K +$156K +2,098 +46%
TC
375
TownSquare Capital
Utah
$488K +$153K +2,057 +46%