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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.

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 Market Value Shares Shares
Change
Shares
Change %
HSA
526
HBK Sorce Advisory
Pennsylvania
$211K 2,732 -788 -22%
P
527
Pitcairn
Pennsylvania
$211K 2,728 -233 -8%
CAS
528
CTC Alternative Strategies
Illinois
$209K 2,706 +2,706 New
LIM
529
Leavell Investment Management
Alabama
$208K 2,693 +138 +5%
WP
530
Westmount Partners
California
$208K 2,687
PA
531
Prossimo Advisors
California
$208K 2,692 -132 -5%
WT
532
Whittier Trust
California
$208K 2,685
TAM
533
Trust Asset Management
Texas
$207K 2,678
KC
534
Kinloch Capital
Virginia
$207K 2,675
CAM
535
Cidel Asset Management
Ontario, Canada
$204K 2,636 +156 +6%
BFM
536
Boothbay Fund Management
New York
$200K 2,587 +2,587 New
WW
537
Winnow Wealth
Texas
$199K 2,577 +2,577 New
S
538
SignatureFD
Georgia
$198K 2,555 +98 +4%
CIBC Private Wealth Group
539
CIBC Private Wealth Group
Georgia
$197K 2,512 +8 +0.3%
TFGT
540
TS Financial Group (TSFG)
Illinois
$192K 2,479
VAG
541
VisionPoint Advisory Group
Texas
$191K 2,462
AIP
542
Ameritas Investment Partners
Nebraska
$188K 2,423
AIM
543
Acropolis Investment Management
Missouri
$173K 2,235 -317 -12%
SAM
544
Smartleaf Asset Management
Massachusetts
$170K 2,200 +375 +21%
QCG
545
Quadrant Capital Group
Ohio
$167K 2,151 +9 +0.4%
CA
546
Continuum Advisory
Idaho
$155K 2,007 +4 +0.2%
AssetMark Inc
547
AssetMark Inc
California
$155K 2,002 +5 +0.3%
WFA
548
West Financial Advisors
Iowa
$145K 1,870 -579 -24%
KG
549
Kieckhefer Group
Wisconsin
$142K 1,840 +1,840 New
HI
550
Harbour Investments
Wisconsin
$142K 1,838 +275 +18%