PFG icon

Principal Financial Group

749 hedge funds and large institutions have $13.5B invested in Principal Financial Group in 2023 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 223 increasing their positions, 283 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+33
Holders Change %
+4.61%
% of All Funds
10.98%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
115
Increased
223
Reduced
283
Closed
73
Calls
$14.4M
Puts
$12.7M
Net Calls
+$1.71M
Net Calls Change
-$6.11M
Name Holding Trade Value Shares
Change
Shares
Change %
WAS
601
Winch Advisory Services
Wisconsin
$47K -$4.41K -56 -9%
HBW
602
Hazlett, Burt & Watson
West Virginia
$46K
SIA
603
Sit Investment Associates
Minnesota
$45K
FPF
604
First Pacific Financial
Washington
$44.4K +$21.2K +269 +91%
RIM
605
Rakuten Investment Management
Japan
$44.2K +$44.2K +558 New
CWP
606
Concord Wealth Partners
Virginia
$43.6K -$220K -2,800 -83%
PO
607
Private Ocean
California
$43.6K
HCP
608
Hexagon Capital Partners
Arkansas
$43K -$2.12K -27 -5%
SV
609
Stilwell Value
New York
$43K
PMFA
610
Plante Moran Financial Advisors
Michigan
$43K -$6.06K -77 -12%
DI
611
DAGCO Inc
Ohio
$41.5K +$41.5K +528 New
DWS
612
Dynamic Wealth Strategies
California
$41.5K +$41.5K +528 New
AIM
613
Anchor Investment Management
South Carolina
$40.4K
AAP
614
Arax Advisory Partners
Colorado
$40.1K
LF
615
Lee Financial
Texas
$39.9K +$4.09K +52 +11%
GFPC
616
Global Financial Private Client
Florida
$39.3K
TC
617
Truvestments Capital
Florida
$39.3K
PP
618
PrairieView Partners
Minnesota
$39K +$39K +499 New
M
619
MOTCO
Texas
$38.9K
GWS
620
Glassman Wealth Services
Virginia
$38.8K
DJSG
621
D.J. St. Germain
Massachusetts
$38.5K +$19.7K +250 +105%
DMBA
622
Deseret Mutual Benefit Administrators
Utah
$37.7K -$11.2K -142 -23%
ODG
623
O'Dell Group
Ohio
$36.6K +$36.6K +465 New
ADL
624
Asset Dedication LLC
California
$36K
PAG
625
Paladin Advisory Group
Iowa
$35.3K