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Principal Financial Group

716 hedge funds and large institutions have $12.4B invested in Principal Financial Group in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 215 increasing their positions, 280 reducing their positions, and 65 closing their positions.

Holders
716
Holders Change
-9
Holders Change %
-1.24%
% of All Funds
11.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
65
Increased
215
Reduced
280
Closed
65
Calls
$18M
Puts
$10.1M
Net Calls
+$7.81M
Net Calls Change
+$1.97M
Name Market Value Shares Shares
Change
Shares
Change %
GWS
601
Glassman Wealth Services
Virginia
$35.5K 493 -5 -1%
GFPC
602
Global Financial Private Client
Florida
$35.1K 500
FGA
603
Fortis Group Advisors
New Jersey
$33K 458 +458 New
ADL
604
Asset Dedication LLC
California
$33K 453
LF
605
Lee Financial
Texas
$32.8K 455
PAG
606
Paladin Advisory Group
Iowa
$32.4K 449
FHA
607
First Horizon Advisors
Tennessee
$32.3K 448 +3 +0.7%
BIA
608
Bell Investment Advisors
California
$31.9K 442 +24 +6%
BLC
609
Brown, Lisle/Cummings
Rhode Island
$30K 416
BWAM
610
Boyd Watterson Asset Management
Ohio
$29.9K 415
WWP
611
WR Wealth Planners
Missouri
$29.8K 414
MPWT
612
MassMutual Private Wealth & Trust
Connecticut
$29.7K 412 +44 +12%
GWSG
613
GPS Wealth Strategies Group
Colorado
$29.1K 404
AS
614
AM Squared
Hong Kong
$28.8K 400 +100 +33%
MWA
615
Miller Wealth Advisors
Colorado
$28.5K 396
RTC
616
Riverview Trust Company
Washington
$28.5K 396
MA
617
MCF Advisors
Kentucky
$28.4K 394
WAM
618
WFA Asset Management
Wisconsin
$28.2K 391 +2 +0.5%
CSPIA
619
Cary Street Partners Investment Advisory
Virginia
$28K 389 +93 +31%
AFS
620
Annapolis Financial Services
Maryland
$27.3K 379
DWMG
621
DB Wealth Management Group
California
$27.2K 377
RAM
622
Riggs Asset Management
Pennsylvania
$26.8K 372 -293 -44%
GIA
623
GHP Investment Advisors
Colorado
$26.8K 384 +226 +143%
TFA
624
Toth Financial Advisory
Virginia
$26.3K 365
SWM
625
Sugarloaf Wealth Management
Georgia
$26.2K 364