PFG icon

Principal Financial Group

778 hedge funds and large institutions have $12.6B invested in Principal Financial Group in 2024 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 269 increasing their positions, 270 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
778
Holders Change
+2
Holders Change %
+0.26%
% of All Funds
10.36%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
92
Increased
269
Reduced
270
Closed
79
Calls
$21.5M
Puts
$8.69M
Net Calls
+$12.8M
Net Calls Change
+$3.19M
Name Holding Trade Value Shares
Change
Shares
Change %
GC
376
Guggenheim Capital
Illinois
$518K +$21K +271 +4%
VA
377
Vident Advisory
Georgia
$518K +$22.2K +287 +4%
NMIMC
378
Northwestern Mutual Investment Management Company
Wisconsin
$517K -$5.57K -72 -1%
Vontobel Holding
379
Vontobel Holding
Switzerland
$515K
SRL
380
Scientech Research LLC
New Jersey
$514K +$514K +6,640 New
DA
381
Denali Advisors
California
$514K +$514K +6,637 New
GT
382
Greenleaf Trust
Michigan
$513K -$3.95K -51 -0.8%
ISB
383
Iowa State Bank
Iowa
$510K
WCM Investment Management
384
WCM Investment Management
California
$505K +$267K +3,463 +112%
RBC
385
Romano Brothers & Co
Illinois
$502K
TC
386
TownSquare Capital
Utah
$499K -$15K -194 -3%
FFM
387
Forum Financial Management
Illinois
$499K
SC
388
Syon Capital
California
$499K +$56.7K +733 +13%
CIA
389
Capital Investment Advisors
Georgia
$497K +$77 +1 +0%
IMCOOI
390
Investment Management Corp of Ontario (IMCO)
Canada
$497K -$101K -1,300 -17%
PCIA
391
Prime Capital Investment Advisors
Kansas
$494K +$2.32K +30 +0.5%
TPA
392
Trivium Point Advisory
Connecticut
$493K -$28.6K -370 -5%
Kovitz Investment Group Partners
393
Kovitz Investment Group Partners
Illinois
$493K -$65.7K -849 -12%
LNWWM
394
Laird Norton Wetherby Wealth Management
California
$492K -$74.2K -958 -13%
HNB
395
Hilltop National Bank
Wyoming
$488K
RFC
396
Regions Financial Corp
Alabama
$485K -$8.05K -104 -2%
VVP
397
Venture Visionary Partners
Ohio
$485K +$155 +2 +0%
JCM
398
Jacobi Capital Management
Pennsylvania
$485K +$5.73K +74 +1%
KRSITF
399
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$478K +$167K +3,387 +54%
HH
400
Hilltop Holdings
Texas
$475K +$774 +10 +0.2%