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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 %
JMF
451
Johnson Midwest Financial
Iowa
$292K +$446 +6 +0.2%
HCA
452
Harbor Capital Advisors
Illinois
$292K +$292K +3,923 New
LB
453
Legacy Bridge
Iowa
$289K -$297 -4 -0.1%
P
454
Pitcairn
Pennsylvania
$289K +$66.3K +892 +30%
IHWM
455
Iron Horse Wealth Management
Iowa
$288K
9WM
456
9258 Wealth Management
Ohio
$287K
AA
457
Auxano Advisors
Washington
$287K
OW
458
Olistico Wealth
Oklahoma
$283K +$1.93K +26 +0.7%
LNC
459
Lincoln National Corp
Pennsylvania
$283K -$49.2K -662 -15%
BCM
460
Bayesian Capital Management
New York
$282K +$282K +3,800 New
IUHSA
461
Itau Unibanco Holding S.A.
Brazil
$282K +$282K +3,798 New
SAM
462
Sompo Asset Management
Japan
$282K -$55.7K -750 -17%
PFO
463
Pathstone Family Office
New Jersey
$272K -$1.44M -18,782 -84%
CGL
464
Clarius Group LLC
Washington
$270K -$2.08K -28 -0.8%
CFB
465
Cullen/Frost Bankers
Texas
$269K +$81.8K +1,100 +44%
SCA
466
Snowden Capital Advisors
New York
$266K -$29.2K -393 -10%
WWM
467
Western Wealth Management
Colorado
$264K +$5.35K +72 +2%
CAM
468
Cresset Asset Management
Illinois
$263K +$83.3K +1,120 +46%
PA
469
Prossimo Advisors
California
$263K -$26.8K -361 -9%
KeyBank National Association
470
KeyBank National Association
Ohio
$261K +$1.86K +25 +0.7%
RJT
471
Raymond James Trust
Florida
$261K +$13.7K +184 +6%
LPIC
472
LeJeune Puetz Investment Counsel
Michigan
$260K -$31.6K -425 -11%
CCIA
473
Campbell & Co Investment Adviser
Maryland
$259K -$348K -4,681 -57%
AG
474
AIA Group
Hong Kong
$257K -$24K -323 -9%
MAM
475
MMA Asset Management
Pennsylvania
$256K