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Principal Financial Group

725 hedge funds and large institutions have $13.2B invested in Principal Financial Group in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 224 increasing their positions, 292 reducing their positions, and 65 closing their positions.

Holders
725
Holders Change
-12
Holders Change %
-1.63%
% of All Funds
11.44%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
58
Increased
224
Reduced
292
Closed
65
Calls
$16.4M
Puts
$10.6M
Net Calls
+$5.85M
Net Calls Change
-$2.19M
Name Market Value Shares Shares
Change
Shares
Change %
TFA
626
Toth Financial Advisory
Virginia
$27.7K 365 -6 -2%
SWM
627
Sugarloaf Wealth Management
Georgia
$27.6K 364
SFG
628
Steward Financial Group
Texas
$27K 360 -50 -12%
PCA
629
Providence Capital Advisors
North Carolina
$24.3K 320
VNA
630
Valley National Advisers
Pennsylvania
$24K 306
HWM
631
HighMark Wealth Management
Minnesota
$23.5K 310
TSW
632
Thompson Siegel & Walmsley
Virginia
$23K 300
AP
633
Atwood & Palmer
Missouri
$22.9K 302
OSNBOA
634
Old Second National Bank of Aurora
Illinois
$22.8K 300
BWL
635
Bogart Wealth LLC
Virginia
$22.8K 300
AS
636
AM Squared
Hong Kong
$22.8K 300 +300 New
HF
637
Halpern Financial
Virginia
$22.4K 296
CSPIA
638
Cary Street Partners Investment Advisory
Virginia
$22.4K 296
FPF
639
First Pacific Financial
Washington
$22.4K 295 +295 New
SSG
640
Summit Securities Group
New York
$22K 296 -153 -34%
PK
641
Pflug Koory
Nebraska
$21.6K 285
BBHC
642
Brown Brothers Harriman & Co
New York
$21K 277 -13 -4%
TWM
643
Tradition Wealth Management
Minnesota
$21K 279 +2 +0.7%
HRC
644
Hoertkorn Richard Charles
$20.6K 272
KTC
645
Kistler-Tiffany Companies
Pennsylvania
$20.5K 270
IFAM
646
Institutional & Family Asset Management
Colorado
$19.9K 262 +3 +1%
DJSG
647
D.J. St. Germain
Massachusetts
$18.1K 239 +239 New
FP
648
Financial Perspectives
Minnesota
$18.1K 238
Lazard Asset Management
649
Lazard Asset Management
New York
$18K 240 -11 -4%
CSWM
650
Cassady Schiller Wealth Management
Ohio
$17.1K 225