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Principal Financial Group

778 hedge funds and large institutions have $15.1B invested in Principal Financial Group in 2022 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 270 increasing their positions, 234 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
778
Holders Change
+78
Holders Change %
+11.14%
% of All Funds
12.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
137
Increased
270
Reduced
234
Closed
47
Calls
$20.7M
Puts
$10.7M
Net Calls
+$9.97M
Net Calls Change
+$2.39M
Name Holding Trade Value Shares
Change
Shares
Change %
AA
451
ALPS Advisors
Colorado
$342K -$26.4M -315,152 -99%
CWA
452
Centennial Wealth Advisory
Michigan
$342K +$20.6K +246 +6%
AWM
453
Apollon Wealth Management
South Carolina
$340K -$12K -143 -3%
CC
454
Centiva Capital
New York
$340K +$340K +4,051 New
CWP
455
Concord Wealth Partners
Virginia
$340K -$49.7K -592 -13%
CIC
456
Cornercap Investment Counsel
Georgia
$335K -$11.2K -134 -3%
CG
457
Colony Group
Massachusetts
$334K -$176K -2,094 -34%
SCA
458
Snowden Capital Advisors
New York
$333K -$36.3K -432 -10%
WA
459
WESPAC Advisors
California
$333K +$333K +3,970 New
LPIC
460
LeJeune Puetz Investment Counsel
Michigan
$329K
JMF
461
Johnson Midwest Financial
Iowa
$329K -$8.72K -104 -3%
CG
462
Caprock Group
Idaho
$328K +$21.8K +260 +7%
LB
463
Legacy Bridge
Iowa
$327K +$336 +4 +0.1%
PA
464
Prossimo Advisors
California
$327K +$327K +3,900 New
IHWM
465
Iron Horse Wealth Management
Iowa
$326K +$219K +2,601 +204%
9WM
466
9258 Wealth Management
Ohio
$324K
AA
467
Auxano Advisors
Washington
$324K
Dimensional Fund Advisors
468
Dimensional Fund Advisors
Texas
$321K +$9.95K +118,518 +3%
AG
469
AIA Group
Hong Kong
$318K +$163K +1,939 +105%
OW
470
Olistico Wealth
Oklahoma
$317K +$317K +3,778 New
ESCM
471
Echo Street Capital Management
New York
$312K +$312K +3,721 New
Bessemer Group
472
Bessemer Group
New Jersey
$308K +$14.6K +173 +5%
CI
473
Cambiar Investors
Colorado
$308K -$35.1M -418,798 -99%
CGL
474
Clarius Group LLC
Washington
$307K -$5.7K -68 -2%
DOA
475
D'Orazio & Associates
Virginia
$301K +$57K +679 +23%