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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 %
DMBA
576
Deseret Mutual Benefit Administrators
Utah
$83.4K 1,078
CFB
577
Cullen/Frost Bankers
Texas
$82.4K 1,064 -189 -15%
AWM
578
Avior Wealth Management
Nebraska
$81.1K 1,047 -5 -0.5%
WBC
579
Westpac Banking Corp
Australia
$79.7K 1,029
CFO
580
CVA Family Office
Colorado
$78.5K 1,014 +22 +2%
LWCFA
581
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$78.5K 950
DSC
582
Duncker Streett & Co
Missouri
$78.2K 1,010
PP
583
Pingora Partners
Wyoming
$77.4K 1,000
PB
584
Pinnacle Bancorp
Nebraska
$73.6K 951
QL
585
Quarry LP
New York
$73.4K 948 +948 New
CHC
586
City Holding Co
West Virginia
$70.3K 908 +200 +28%
TH
587
TCTC Holdings
Texas
$67.7K 875
GM
588
GeoWealth Management
Illinois
$67.3K 869 -60 -6%
FCAS
589
First Command Advisory Services
Texas
$66.9K 864 +236 +38%
TFM
590
TFC Financial Management
Massachusetts
$65K 840
FCT
591
First Community Trust
Iowa
$63.2K 817
SIM
592
Sentry Investment Management
Wisconsin
$63K 816 +816 New
MFA
593
McClarren Financial Advisors
Pennsylvania
$62K 810
OP
594
ORG Partners
Indiana
$61.4K 792 +2 +0.3%
PFP
595
Pinnacle Financial Partners
Tennessee
$57K 664
CCA
596
Catalyst Capital Advisors
New York
$56.2K 726 -1,031 -59%
SC
597
Stephens Consulting
Michigan
$56.1K 725
EWA
598
EverSource Wealth Advisors
Alabama
$55.6K 718 +29 +4%
GGI
599
Godsey & Gibb Inc
Virginia
$54.2K 700
WA
600
Whipplewood Advisors
Colorado
$54.2K 700 +700 New