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Principal Financial Group

716 hedge funds and large institutions have $12.4B invested in Principal Financial Group in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 215 increasing their positions, 280 reducing their positions, and 65 closing their positions.

Holders
716
Holders Change
-9
Holders Change %
-1.24%
% of All Funds
11.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
65
Increased
215
Reduced
280
Closed
65
Calls
$18M
Puts
$10.1M
Net Calls
+$7.81M
Net Calls Change
+$1.97M
Name Holding Trade Value Shares
Change
Shares
Change %
GC
351
Gilbert & Cook
Iowa
$595K -$10.8K -150 -2%
EF
352
Empirical Finance
Pennsylvania
$592K +$49.8K +691 +9%
Envestnet Portfolio Solutions
353
Envestnet Portfolio Solutions
Illinois
$577K +$577K +8,002 New
KRSITF
354
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$573K -$10.9K -151 -2%
GCP
355
Garda Capital Partners
Minnesota
$568K +$568K +7,884 New
EWM
356
Empirical Wealth Management
Washington
$568K +$2.23K +31 +0.4%
BMCM
357
Burns Matteson Capital Management
New York
$565K +$565K +7,842 New
WFM
358
Wolff Financial Management
Michigan
$563K
Legacy Financial Group (Iowa)
359
Legacy Financial Group (Iowa)
Iowa
$559K +$559K +7,754 New
SM
360
Sciencast Management
New Jersey
$548K +$548K +7,600 New
Fifth Third Bancorp
361
Fifth Third Bancorp
Ohio
$541K +$40.3K +559 +8%
CSB
362
City State Bank
Iowa
$535K -$937 -13 -0.2%
ACS
363
Archford Capital Strategies
Illinois
$532K +$9.73K +135 +2%
LNWWM
364
Laird Norton Wetherby Wealth Management
California
$530K -$9.8K -136 -2%
SS
365
Sunbelt Securities
Texas
$529K
AM
366
AGF Management
Ontario, Canada
$526K
CAM
367
Carret Asset Management
New York
$525K -$7.21K -100 -1%
TPA
368
Trivium Point Advisory
Connecticut
$525K -$550K -8,085 -51%
DGAM
369
Desjardins Global Asset Management
Quebec, Canada
$518K +$105K +1,455 +25%
MC
370
Machina Capital
France
$514K +$514K +7,128 New
MYAM
371
Meiji Yasuda Asset Management
Japan
$510K +$49.7K +690 +11%
NMIMC
372
Northwestern Mutual Investment Management Company
Wisconsin
$506K -$7.35K -102 -1%
MFG
373
Merit Financial Group
Georgia
$501K +$11K +153 +2%
JIC
374
Johnson Investment Counsel
Ohio
$497K -$3.89K -54 -0.8%
FFM
375
Forum Financial Management
Illinois
$496K