PFG icon

Principal Financial Group

776 hedge funds and large institutions have $13.8B invested in Principal Financial Group in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 254 increasing their positions, 288 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
776
Holders Change
-13
Holders Change %
-1.65%
% of All Funds
11.23%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
78
Increased
254
Reduced
288
Closed
82
Calls
$26.5M
Puts
$16.9M
Net Calls
+$9.58M
Net Calls Change
+$7.09M
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
576
Global Retirement Partners
California
$132K +$12.1K +141 +10%
JFA
577
JNBA Financial Advisors
Minnesota
$132K
NRG
578
Nemes Rush Group
Michigan
$130K
CFM
579
Catalyst Funds Management
Australia
$129K -$266K -3,100 -67%
HBT
580
Hills Bank & Trust
Iowa
$120K
PS
581
Principal Securities
Iowa
$118K -$62.8K -731 -35%
JWA
582
JFS Wealth Advisors
Pennsylvania
$117K +$344 +4 +0.3%
MCM
583
Manchester Capital Management
Vermont
$116K +$3.18K +37 +3%
WSFS
584
Wilmington Savings Fund Society
Delaware
$114K +$114K +1,326 New
RFS
585
Richardson Financial Services
Massachusetts
$112K
QC
586
Quent Capital
New York
$110K +$86 +1 +0.1%
CFB
587
Cullen/Frost Bankers
Texas
$108K +$18.6K +216 +21%
VWM
588
Venturi Wealth Management
Texas
$105K +$20.4K +237 +24%
CAL
589
Capital Advisors Ltd
Ohio
$105K -$1.97K -23 -2%
CAM
590
Clarity Asset Management
Iowa
$105K +$258 +3 +0.2%
CA
591
CoreCap Advisors
Michigan
$100K +$5.41K +63 +6%
OW
592
Olistico Wealth
Oklahoma
$95K +$773 +9 +0.8%
DMBA
593
Deseret Mutual Benefit Administrators
Utah
$92.6K -$601 -7 -0.6%
AFWM
594
Abich Financial Wealth Management
Virginia
$91.4K -$34.4K -400 -27%
AF
595
Advisornet Financial
Minnesota
$91.3K +$13.7K +160 +18%
AWM
596
Avior Wealth Management
Nebraska
$90.4K +$9.46K +110 +12%
JFGIW
597
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$89.6K +$20.5K +239 +30%
WBC
598
Westpac Banking Corp
Australia
$88.4K
BL
599
BFSG LLC
California
$87.5K +$1.37K +16 +2%
DSC
600
Duncker Streett & Co
Missouri
$86.8K