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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 %
JG
401
Jain Global
New York
$474K +$474K +6,117 New
EWM
402
Empirical Wealth Management
Washington
$468K -$42.6K -550 -8%
NA
403
NewEdge Advisors
Louisiana
$468K +$96.4K +1,245 +26%
PIM
404
Plato Investment Management
Australia
$466K
LGF
405
LGT Group Foundation
Liechtenstein
$464K -$232K -3,000 -33%
CCM
406
Coldstream Capital Management
Washington
$463K +$2.25K +29 +0.5%
PPWP
407
Proquility Private Wealth Partners
Nevada
$461K -$490K -6,326 -52%
O
408
Ossiam
France
$459K -$1.1M -14,211 -71%
PI
409
PineBridge Investments
New York
$450K -$60.8K -786 -12%
MAM
410
Marquette Asset Management
Minnesota
$441K
UCFA
411
United Capital Financial Advisors
Texas
$439K -$22.4K -290 -5%
Tudor Investment Corp
412
Tudor Investment Corp
Connecticut
$426K +$426K +5,497 New
PPWP
413
Premier Path Wealth Partners
New Jersey
$422K -$10.5K -135 -2%
CG
414
Caprock Group
Idaho
$413K +$8.59K +111 +2%
WPW
415
Waldron Private Wealth
Pennsylvania
$413K -$1.16K -15 -0.3%
CAMG
416
CWA Asset Management Group
Florida
$410K +$1.16K +15 +0.3%
TCM
417
Twin Capital Management
Pennsylvania
$407K -$5.57K -72 -1%
SAM
418
Sompo Asset Management
Japan
$404K -$124K -1,600 -23%
HCA
419
Harbor Capital Advisors
Illinois
$404K +$10.2K +132 +3%
BMC
420
Benin Management Corp
Connecticut
$403K
Lido Advisors
421
Lido Advisors
California
$400K -$33.5K -433 -8%
AWM
422
Apollon Wealth Management
South Carolina
$398K -$14.8K -191 -4%
LFA
423
Legacy Financial Advisors
Kentucky
$395K -$29.8K -385 -7%
IWM
424
IHT Wealth Management
Illinois
$391K -$190K -2,461 -33%
TSS
425
Two Sigma Securities
New York
$389K +$389K +5,029 New