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Principal Financial Group

778 hedge funds and large institutions have $15.1B invested in Principal Financial Group in 2022 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 270 increasing their positions, 234 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
778
Holders Change
+78
Holders Change %
+11.14%
% of All Funds
12.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
137
Increased
270
Reduced
234
Closed
47
Calls
$20.7M
Puts
$10.7M
Net Calls
+$9.97M
Net Calls Change
+$2.39M
Name Holding Trade Value Shares
Change
Shares
Change %
GWS
651
Glassman Wealth Services
Virginia
$39K -$587 -7 -1%
FA
652
Fiduciary Alliance
South Carolina
$38.4K +$38.4K +457 New
BIA
653
Bell Investment Advisors
California
$35.4K +$1.01K +12 +3%
BWAM
654
Boyd Watterson Asset Management
Ohio
$34.8K +$34.8K +415 New
WWP
655
WR Wealth Planners
Missouri
$34.2K +$252 +3 +0.7%
HMS
656
Hanseatic Management Services
New Mexico
$34K +$34K +411 New
MA
657
MCF Advisors
Kentucky
$33.1K
RTC
658
Riverview Trust Company
Washington
$33K
MWA
659
Miller Wealth Advisors
Colorado
$33K
3IP
660
3Chopt Investment Partners
Virginia
$32.5K +$32.5K +387 New
AWM
661
Align Wealth Management
Oklahoma
$32.5K +$32.5K +450 New
WAM
662
WFA Asset Management
Wisconsin
$32.5K +$2.85K +34 +10%
AFS
663
Annapolis Financial Services
Maryland
$31.8K
DWMG
664
DB Wealth Management Group
California
$31.6K
SC
665
Schubert & Co
Texas
$31.6K +$1.68K +20 +6%
WAS
666
Winch Advisory Services
Wisconsin
$31K +$253 +3 +0.8%
MAM
667
Marquette Asset Management
Minnesota
$30.9K
SWM
668
Sugarloaf Wealth Management
Georgia
$30.5K
TFA
669
Toth Financial Advisory
Virginia
$29.4K -$4.62K -55 -14%
ADL
670
Asset Dedication LLC
California
$29K -$512 -6 -2%
SFG
671
Steward Financial Group
Texas
$29K +$29K +357 New
VNA
672
Valley National Advisers
Pennsylvania
$27K +$178 +2 +0.7%
MAWCM
673
Mine & Arao Wealth Creation & Management
California
$26.9K
PCA
674
Providence Capital Advisors
North Carolina
$26.9K
HWM
675
HighMark Wealth Management
Minnesota
$26K