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Principal Financial Group

776 hedge funds and large institutions have $13.8B invested in Principal Financial Group in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 254 increasing their positions, 288 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
776
Holders Change
-13
Holders Change %
-1.65%
% of All Funds
11.23%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
78
Increased
254
Reduced
288
Closed
82
Calls
$26.5M
Puts
$16.9M
Net Calls
+$9.58M
Net Calls Change
+$7.09M
Name Holding Trade Value Shares
Change
Shares
Change %
VWM
351
Vivid Wealth Management
Iowa
$656K +$8.76K +102 +1%
N
352
Numerai
California
$651K +$651K +7,579 New
VIM
353
Vinva Investment Management
Australia
$650K -$31.4K -365 -5%
PCG
354
Prosperity Consulting Group
Maryland
$648K +$648K +7,545 New
IWM
355
IHT Wealth Management
Illinois
$643K +$643K +7,511 New
Assenagon Asset Management
356
Assenagon Asset Management
Luxembourg
$642K -$6.3M -73,389 -91%
AF
357
Allworth Financial
California
$642K -$59.4K -691 -8%
RAG
358
RIA Advisory Group
Iowa
$638K +$638K +7,421 New
BAMF
359
BI Asset Management Fondsmaeglerselskab
Denmark
$637K -$111K -1,297 -15%
FDCDDQ
360
Federation des caisses Desjardins du Quebec
Quebec, Canada
$632K +$13.6K +158 +2%
LNWWM
361
Laird Norton Wetherby Wealth Management
California
$629K -$5.67K -66 -0.9%
AAS
362
Avantax Advisory Services
Texas
$621K +$29.5K +343 +5%
CAM
363
Carret Asset Management
New York
$615K
MAG
364
Mokosak Advisory Group
Iowa
$603K -$11.3K -131 -2%
PAM
365
Palisade Asset Management
Minnesota
$597K +$12.5K +146 +2%
MYLI
366
Meiji Yasuda Life Insurance
Japan
$595K +$595K +6,929 New
GC
367
Gilbert & Cook
Iowa
$594K -$25.1K -292 -4%
TMAM
368
Tokio Marine Asset Management
Japan
$594K +$68.5K +798 +13%
QT
369
Quantbot Technologies
New York
$589K -$2.05M -23,866 -78%
SAM
370
Sompo Asset Management
Japan
$586K +$30.9K +360 +6%
TPA
371
Trivium Point Advisory
Connecticut
$584K -$27.9K -322 -5%
NMIMC
372
Northwestern Mutual Investment Management Company
Wisconsin
$580K -$9.45K -110 -2%
GT
373
Greenleaf Trust
Michigan
$574K -$11.1K -129 -2%
Vontobel Holding
374
Vontobel Holding
Switzerland
$571K
TC
375
TownSquare Capital
Utah
$570K -$98.4K -1,145 -15%