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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 %
Impax Asset Management Group
376
Impax Asset Management Group
United Kingdom
$496K -$1.01K -14 -0.2%
APWM
377
Argonautica Private Wealth Management
Massachusetts
$491K +$6.41K +89 +1%
VVP
378
Venture Visionary Partners
Ohio
$491K -$47.3K -656 -9%
IA
379
IFP Advisors
Florida
$491K -$5.41K -75 -1%
PAM
380
Palisade Asset Management
Minnesota
$490K -$7.21K -100 -1%
MAG
381
Mokosak Advisory Group
Iowa
$487K -$3.1K -43 -0.6%
TC
382
TownSquare Capital
Utah
$482K +$14K +194 +3%
OQS
383
Occudo Quantitative Strategies
Florida
$482K -$1.01M -14,081 -68%
RFC
384
Regions Financial Corp
Alabama
$481K -$6.7K -93 -1%
SG Americas Securities
385
SG Americas Securities
New York
$479K -$1.37M -19,032 -74%
GT
386
Greenleaf Trust
Michigan
$468K -$30.1K -418 -6%
TSS
387
Two Sigma Securities
New York
$460K +$460K +6,379 New
ESCM
388
Echo Street Capital Management
New York
$460K +$460K +6,378 New
PFS
389
Prospera Financial Services
Texas
$456K +$456K +6,333 New
MAM
390
Marquette Asset Management
Minnesota
$451K +$399K +5,534 +760%
CA
391
Continuum Advisory
Idaho
$450K -$1.37K -19 -0.3%
SAM
392
Sompo Asset Management
Japan
$437K +$164K +2,280 +60%
HH
393
Hilltop Holdings
Texas
$436K +$2.31K +32 +0.5%
EH
394
Equitable Holdings
New York
$432K +$41K +569 +10%
BC
395
Burney Company
Virginia
$429K -$16.4K -227 -4%
TMAM
396
Tokio Marine Asset Management
Japan
$428K +$50.1K +695 +13%
PCS
397
Personal CFO Solutions
New Jersey
$427K -$88.4K -1,226 -17%
BSW
398
Buckingham Strategic Wealth
Missouri
$424K +$32.5K +451 +8%
NA
399
NewEdge Advisors
Louisiana
$424K -$119K -1,647 -22%
NB
400
Nicolet Bankshares
Wisconsin
$419K -$13.7K -190 -3%