PFG icon

Principal Financial Group

641 hedge funds and large institutions have $11.4B invested in Principal Financial Group in 2021 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 202 increasing their positions, 212 reducing their positions, and 61 closing their positions.

Holders
641
Holders Change
+26
Holders Change %
+4.23%
% of All Funds
11.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
92
Increased
202
Reduced
212
Closed
61
Calls
$27.7M
Puts
$23.9M
Net Calls
+$3.86M
Net Calls Change
-$1K
Name Market Value Shares Shares
Change
Shares
Change %
PMFA
551
Plante Moran Financial Advisors
Michigan
$20K 336 -2,189 -87%
JFGIW
552
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K 339
Rockefeller Capital Management
553
Rockefeller Capital Management
New York
$19K 326 -407 -56%
HWM
554
HighMark Wealth Management
Minnesota
$19K 310
OSNBOA
555
Old Second National Bank of Aurora
Illinois
$18K 300 -1,271 -81%
TFA
556
Toth Financial Advisory
Virginia
$18K 300
TSW
557
Thompson Siegel & Walmsley
Virginia
$18K 300
AP
558
Atwood & Palmer
Missouri
$18K 302
HF
559
Halpern Financial
Virginia
$17.7K 296
PK
560
Pflug Koory
Nebraska
$17K 285
MA
561
MCF Advisors
Kentucky
$17K 284
HCP
562
Hexagon Capital Partners
Arkansas
$17K 300
VNA
563
Valley National Advisers
Pennsylvania
$17K 285 +3 +1%
GEA
564
Glen Eagle Advisors
New Jersey
$16.2K 270
KTC
565
Kistler-Tiffany Companies
Pennsylvania
$16K 270
HRC
566
Hoertkorn Richard Charles
$16K 272
LWA
567
Lenox Wealth Advisors
New York
$16K 259
HFS
568
Horizon Financial Services
North Carolina
$16K 269
TWM
569
Tradition Wealth Management
Minnesota
$15K 256 +1 +0.4%
LS
570
Leelyn Smith
Illinois
$14K 234
APWA
571
Atlas Private Wealth Advisors
New Jersey
$14K 239
HPC
572
HM Payson & Co
Maine
$13K 210
SIM
573
Sonora Investment Management
Arizona
$13K 213
SA
574
SRH Advisors
Kansas
$13K 211
MFT
575
Moisand Fitzgerald Tamayo
Florida
$13K 210