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Principal Financial Group

684 hedge funds and large institutions have $12.5B invested in Principal Financial Group in 2022 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 238 increasing their positions, 236 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
684
Holders Change
+4
Holders Change %
+0.59%
% of All Funds
11.57%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
67
Increased
238
Reduced
236
Closed
53
Calls
$17.3M
Puts
$7.59M
Net Calls
+$9.71M
Net Calls Change
+$440K
Name Holding Trade Value Shares
Change
Shares
Change %
CA
401
Continuum Advisory
Idaho
$306K -$29.3K -439 -9%
LFA
402
Legacy Financial Advisors
Kentucky
$305K +$20K +299 +7%
William Blair & Company
403
William Blair & Company
Illinois
$303K +$51.6K +772 +21%
TMAM
404
Tokio Marine Asset Management
Japan
$302K +$53.1K +795 +21%
JSL
405
JT Stratford LLC
Georgia
$299K -$65.6K -983 -18%
SCA
406
Snowden Capital Advisors
New York
$296K +$85.3K +1,278 +40%
IAA
407
Independent Advisor Alliance
North Carolina
$295K -$73.3K -1,099 -20%
AWM
408
Apollon Wealth Management
South Carolina
$291K +$51.1K +765 +21%
EHWM
409
Eads & Heald Wealth Management
Georgia
$282K -$20.4K -305 -7%
CCG
410
Cypress Capital Group
Florida
$279K -$3.34K -50 -1%
QI
411
Qtron Investments
Massachusetts
$277K +$277K +4,154 New
CIC
412
Cornercap Investment Counsel
Georgia
$275K -$659K -9,871 -71%
SAM
413
Sompo Asset Management
Japan
$274K -$251K -3,770 -48%
RG
414
Renaissance Group
Kentucky
$274K +$8.75K +131 +3%
CAAM
415
Cornerstone Advisors Asset Management
Pennsylvania
$273K
WG
416
Winton Group
United Kingdom
$272K -$465K -6,961 -63%
JMF
417
Johnson Midwest Financial
Iowa
$269K -$10.2K -152 -4%
CGL
418
Clarius Group LLC
Washington
$269K -$1.07K -16 -0.4%
GSC
419
Ground Swell Capital
South Carolina
$269K +$269K +4,033 New
Cerity Partners
420
Cerity Partners
New York
$268K +$86.1K +1,399 +47%
RRCM
421
Rappaport Reiches Capital Management
Illinois
$267K +$267 +4 +0.1%
IHWM
422
Iron Horse Wealth Management
Iowa
$264K +$13.4K +200 +5%
LPIC
423
LeJeune Puetz Investment Counsel
Michigan
$262K
ZCA
424
Zeke Capital Advisors
Pennsylvania
$260K
LB
425
Legacy Bridge
Iowa
$260K