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Principal Financial Group

737 hedge funds and large institutions have $13.4B invested in Principal Financial Group in 2023 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 277 increasing their positions, 244 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
737
Holders Change
-41
Holders Change %
-5.27%
% of All Funds
11.8%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
70
Increased
277
Reduced
244
Closed
94
Calls
$22.6M
Puts
$14.5M
Net Calls
+$8.04M
Net Calls Change
-$1.93M
Name Holding Trade Value Shares
Change
Shares
Change %
LFA
426
Legacy Financial Advisors
Kentucky
$353K +$10.5K +141 +3%
C
427
CEDRUS
Colorado
$349K +$22.9K +308 +7%
FA
428
FDx Advisors
Illinois
$349K
JCM
429
Jacobi Capital Management
Pennsylvania
$348K +$90.3K +1,215 +35%
CWA
430
Centennial Wealth Advisory
Michigan
$345K +$42.8K +576 +14%
STCOSD
431
Sageworth Trust Company of South Dakota
South Dakota
$340K -$36.9K -497 -10%
IAA
432
Independent Advisor Alliance
North Carolina
$338K +$338K +4,554 New
KA
433
Kintegral Advisory
New York
$335K -$18K -242 -5%
EI
434
Ellevest Inc
New York
$334K -$55.1K -742 -14%
IA
435
IFP Advisors
Florida
$333K -$272K -4,816 -45%
William Blair & Company
436
William Blair & Company
Illinois
$333K -$56.7K -763 -15%
FRM
437
Fox Run Management
Connecticut
$333K +$333K +4,478 New
AWM
438
Apollon Wealth Management
South Carolina
$329K +$27.9K +375 +9%
KWM
439
Kingsview Wealth Management
Oregon
$326K -$1.09M -14,679 -77%
Capstone Investment Advisors
440
Capstone Investment Advisors
New York
$326K +$326K +4,385 New
FMII
441
Farmers & Merchants Investments Inc
Nebraska
$322K
CWP
442
Cyndeo Wealth Partners
Florida
$321K -$3.47M -46,709 -92%
XT
443
XTX Topco
Cayman Islands
$311K +$311K +4,188 New
JWCA
444
J.W. Coons Advisors
Ohio
$311K +$1.86K +25 +0.6%
CG
445
Caprock Group
Idaho
$307K +$16.8K +226 +6%
AA
446
ALPS Advisors
Colorado
$304K +$1.26K +17 +0.4%
BAM
447
Belpointe Asset Management
Nevada
$299K +$55.1K +742 +23%
HSA
448
HBK Sorce Advisory
Pennsylvania
$298K -$139K -1,875 -32%
CIC
449
Cornercap Investment Counsel
Georgia
$296K
CG
450
Colony Group
Massachusetts
$296K -$74 -1 -0%