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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 %
KRSITF
351
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$615K -$11K -140 -2%
NB
352
Norinchukin Bank
Japan
$610K -$71.7K -912 -11%
GC
353
Gilbert & Cook
Iowa
$602K -$48K -610 -7%
LNWWM
354
Laird Norton Wetherby Wealth Management
California
$600K +$21.9K +278 +4%
TPA
355
Trivium Point Advisory
Connecticut
$599K -$8.58K -109 -1%
VWM
356
Vivid Wealth Management
Iowa
$592K +$592K +7,531 New
EWM
357
Empirical Wealth Management
Washington
$591K -$29K -368 -5%
MGP
358
Metis Global Partners
California
$587K -$76.9K -977 -12%
TC
359
TownSquare Capital
Utah
$584K +$57.4K +729 +11%
CL
360
Choreo LLC
Illinois
$572K +$154K +1,961 +37%
CAM
361
Carret Asset Management
New York
$566K -$7.87K -100 -1%
SS
362
Sunbelt Securities
Texas
$560K -$17.5K -223 -3%
AM
363
AGF Management
Ontario, Canada
$559K -$14.7K -187 -3%
Vontobel Holding
364
Vontobel Holding
Switzerland
$557K -$95.3K -1,212 -15%
JIC
365
Johnson Investment Counsel
Ohio
$546K +$3.7K +47 +0.7%
NMIMC
366
Northwestern Mutual Investment Management Company
Wisconsin
$546K -$5.98K -76 -1%
IA
367
IFP Advisors
Florida
$544K +$7.79K +99 +1%
MAG
368
Mokosak Advisory Group
Iowa
$541K +$9.13K +116 +2%
Impax Asset Management Group
369
Impax Asset Management Group
United Kingdom
$540K -$865 -11 -0.2%
APWM
370
Argonautica Private Wealth Management
Massachusetts
$536K +$157 +2 +0%
PAM
371
Palisade Asset Management
Minnesota
$535K
PIA
372
Pinion Investment Advisors
Kansas
$533K -$190K -2,421 -26%
SAM
373
Sompo Asset Management
Japan
$529K +$51.1K +650 +11%
MCM
374
MAI Capital Management
Ohio
$525K +$119K +1,511 +29%
IPW
375
Impact Partnership Wealth
Georgia
$517K +$517K +6,570 New