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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 %
CIAM
601
Caitong International Asset Management
Hong Kong
$53.1K 686 +686 New
WAS
602
Winch Advisory Services
Wisconsin
$47.5K 614 +5 +0.8%
GSWM
603
Golden State Wealth Management
California
$46.1K 596 +596 New
HBW
604
Hazlett, Burt & Watson
West Virginia
$45K 583
SIA
605
Sit Investment Associates
Minnesota
$45K 575
LFG
606
Larson Financial Group
Missouri
$44.8K 578 -97 -14%
BL
607
BFSG LLC
California
$44.4K 573 -446 -44%
HCP
608
Hexagon Capital Partners
Arkansas
$44.3K 572 +18 +3%
LB
609
Legacy Bridge
Iowa
$44.1K 570
CYG
610
Clean Yield Group
Vermont
$43.3K 559
SWM
611
Sugarloaf Wealth Management
Georgia
$43.3K 559 +195 +54%
BTI
612
Blue Trust Inc
Georgia
$42.7K 552 -2,196 -80%
PMFA
613
Plante Moran Financial Advisors
Michigan
$42.7K 551
SV
614
Stilwell Value
New York
$42.3K 547
BBHC
615
Brown Brothers Harriman & Co
New York
$42.3K 546 -2,460 -82%
C
616
Covestor
United Kingdom
$42K 540 +319 +144%
PCM
617
Penserra Capital Management
California
$42K 553 +532 +2,533%
CA
618
Clearstead Advisors
Ohio
$41K 529 +6 +1%
WAM
619
WFA Asset Management
Wisconsin
$40K 517 -31 -6%
AIM
620
Anchor Investment Management
South Carolina
$39.8K 514
MPWT
621
MassMutual Private Wealth & Trust
Connecticut
$39.5K 510 +45 +10%
JFGIW
622
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$39.4K 478 -565 -54%
GFPC
623
Global Financial Private Client
Florida
$39.4K 509 +9 +2%
HWM
624
Hemington Wealth Management
Virginia
$39K 513 +33 +7%
ADL
625
Asset Dedication LLC
California
$38.8K 501 +48 +11%