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Principal Financial Group

749 hedge funds and large institutions have $13.5B invested in Principal Financial Group in 2023 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 223 increasing their positions, 283 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+33
Holders Change %
+4.61%
% of All Funds
10.98%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
115
Increased
223
Reduced
283
Closed
73
Calls
$14.4M
Puts
$12.7M
Net Calls
+$1.71M
Net Calls Change
-$6.11M
Name Holding Trade Value Shares
Change
Shares
Change %
Koshinski Asset Management
426
Koshinski Asset Management
Illinois
$359K +$99.3K +1,262 +38%
William Blair & Company
427
William Blair & Company
Illinois
$359K +$21.2K +269 +6%
EI
428
Ellevest Inc
New York
$358K -$7.08K -90 -2%
BPA
429
Beacon Pointe Advisors
California
$358K -$29.6K -376 -8%
CWA
430
Centennial Wealth Advisory
Michigan
$354K -$19.1K -243 -5%
EFI
431
EHP Funds Inc
Canada
$354K +$7.87K +100 +2%
JWCA
432
J.W. Coons Advisors
Ohio
$354K
KWM
433
Kingsview Wealth Management
Oregon
$353K -$21.9K -279 -6%
KA
434
Kintegral Advisory
New York
$352K -$2.2K -28 -0.6%
RWS
435
Resolute Wealth Strategies
Mississippi
$350K -$80.8K -1,027 -19%
GAM
436
Gotham Asset Management
New York
$349K +$349K +4,440 New
Nomura Holdings
437
Nomura Holdings
Japan
$348K +$348K +4,420 New
NP
438
NorthRock Partners
Minnesota
$339K +$339K +4,313 New
BFEC
439
Benjamin F. Edwards & Company
Missouri
$336K +$307K +3,903 +1,072%
BCWM
440
Bartlett & Co Wealth Management
Ohio
$329K
BC
441
Bartlett & Co
Ohio
$329K
QI
442
Qtron Investments
Massachusetts
$327K
FDCDDQ
443
Federation des caisses Desjardins du Quebec
Quebec, Canada
$315K -$23.6K -300 -7%
SW
444
SVB Wealth
Massachusetts
$314K +$86.2K +1,096 +38%
STCOSD
445
Sageworth Trust Company of South Dakota
South Dakota
$311K -$48.5K -616 -13%
HCA
446
Harbor Capital Advisors
Illinois
$309K +$157 +2 +0.1%
RSWA
447
Robinson Smith Wealth Advisors
Maine
$301K +$301K +3,824 New
SWP
448
Stratos Wealth Partners
Ohio
$299K -$45.9K -584 -13%
LSAG
449
Lake Street Advisors Group
New Hampshire
$299K +$299K +3,796 New
HT
450
Headlands Technologies
Illinois
$298K +$298K +3,793 New