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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 %
CFGS
426
Concourse Financial Group Securities
Alabama
$389K +$22.4K +274 +6%
MAS
427
Meeder Advisory Services
Ohio
$387K +$150K +1,938 +63%
HW
428
Hancock Whitney
Mississippi
$375K -$7.28K -94 -2%
HBT
429
Heartland Bank & Trust
Illinois
$374K -$23.5K -303 -6%
TCM
430
Teza Capital Management
Illinois
$372K +$372K +4,801 New
BFG
431
Bleakley Financial Group
New Jersey
$371K -$26.4K -341 -7%
NP
432
Nilsine Partners
Colorado
$367K +$41.5K +536 +13%
MML Investors Services
433
MML Investors Services
Massachusetts
$365K -$2.01K -26 -0.5%
MLA
434
My Legacy Advisors
Oregon
$364K +$400 +5 +0.1%
VI
435
Vestcor Inc
New Brunswick, Canada
$360K -$696 -9 -0.2%
SFA
436
Sequoia Financial Advisors
Ohio
$358K +$141K +1,818 +65%
CAG
437
Csenge Advisory Group
Florida
$355K +$2.25K +29 +0.6%
UB
438
UMB Bank
Missouri
$355K -$128K -1,651 -26%
IAA
439
Independent Advisor Alliance
North Carolina
$354K +$57.4K +742 +19%
DTL
440
Dynamic Technology Lab
Singapore
$347K +$145K +1,871 +72%
IC
441
IEQ Capital
California
$346K -$379K -4,896 -52%
BEI
442
Benjamin Edwards Inc
Missouri
$344K +$155 +2 +0%
EAM
443
Erste Asset Management
Austria
$342K +$15.5K +200 +5%
NP
444
NorthRock Partners
Minnesota
$336K -$8.21K -106 -2%
AWA
445
Arete Wealth Advisors
Illinois
$332K -$10.6K -137 -3%
ALAM
446
Asahi Life Asset Management
Japan
$331K +$331K +4,280 New
BAM
447
Belpointe Asset Management
Nevada
$329K -$33.5K -412 -9%
LS
448
Livforsakringsbolaget Skandia
Sweden
$324K
EF
449
Empowered Funds
Pennsylvania
$324K -$940K -12,147 -74%
HWM
450
HB Wealth Management
Georgia
$324K +$27.3K +353 +9%