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Principal Financial Group

789 hedge funds and large institutions have $13B invested in Principal Financial Group in 2024 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 284 increasing their positions, 252 reducing their positions, and 54 closing their positions.

Holders
789
Holders Change
+30
Holders Change %
+3.95%
% of All Funds
11.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
93
Increased
284
Reduced
252
Closed
54
Calls
$21.2M
Puts
$18.7M
Net Calls
+$2.49M
Net Calls Change
+$2.2M
Name Market Value Shares Shares
Change
Shares
Change %
HFM
651
Harvest Fund Management
China
$40K 506 -1,872 -79%
GFPC
652
Global Financial Private Client
Florida
$39.2K 500
PP
653
PrairieView Partners
Minnesota
$39K 499
M
654
MOTCO
Texas
$38.8K 494
CH
655
Cromwell Holdings
Wyoming
$38.4K 490 +490 New
DJSG
656
D.J. St. Germain
Massachusetts
$38.4K 489
ADL
657
Asset Dedication LLC
California
$37.8K 482 +29 +6%
PO
658
Private Ocean
California
$37.4K 477 -77 -14%
MPWT
659
MassMutual Private Wealth & Trust
Connecticut
$36.7K 468 +74 +19%
FGA
660
Fortis Group Advisors
New Jersey
$35.9K 458
BIA
661
Bell Investment Advisors
California
$35.2K 449
PAG
662
Paladin Advisory Group
Iowa
$35K 449
GWSG
663
GPS Wealth Strategies Group
Colorado
$34.8K 444 +40 +10%
TFF
664
The Family Firm
Maryland
$32.9K 419 +419 New
NFSG
665
Newbridge Financial Services Group
Florida
$32.8K 418
BLC
666
Brown, Lisle/Cummings
Rhode Island
$32.6K 416
BWAM
667
Boyd Watterson Asset Management
Ohio
$32.6K 415
PCMC
668
Planning Capital Management Corporation
Pennsylvania
$31.1K 396
RTC
669
Riverview Trust Company
Washington
$31.1K 396
MWA
670
Miller Wealth Advisors
Colorado
$31.1K 396
SWM
671
Spire Wealth Management
Virginia
$29.9K 381 +5 +1%
RAM
672
Riggs Asset Management
Pennsylvania
$29.2K 372
TFA
673
Toth Financial Advisory
Virginia
$28.6K 365
SWM
674
Sugarloaf Wealth Management
Georgia
$28.6K 364
TPCW
675
TD Private Client Wealth
New York
$27.9K 356 +41 +13%