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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 %
DJSG
651
D.J. St. Germain
Massachusetts
$28.3K 365 -62 -15%
TFA
652
Toth Financial Advisory
Virginia
$28.3K 365
BIA
653
Bell Investment Advisors
California
$27.7K 358 -84 -19%
TCM
654
TD Capital Management
Tennessee
$27.1K 350 +3 +0.9%
TPCW
655
TD Private Client Wealth
New York
$26.9K 347 -11 -3%
FHA
656
First Horizon Advisors
Tennessee
$25.1K 324 -3 -0.9%
CT
657
Colonial Trust
South Carolina
$25K 323 +86 +36%
AF
658
Advisornet Financial
Minnesota
$24.8K 320 -743 -70%
FP
659
Financial Perspectives
Minnesota
$24.3K 314
CWP
660
Concord Wealth Partners
Virginia
$24K 310 -2,800 -90%
HWM
661
HighMark Wealth Management
Minnesota
$24K 310
OSNBOA
662
Old Second National Bank of Aurora
Illinois
$23.8K 308 +8 +3%
FFO
663
Fortitude Family Office
Arizona
$23.5K 304
BWL
664
Bogart Wealth LLC
Virginia
$23.2K 300
OLVIG
665
Oliver Lagore Vanvalin Investment Group
Michigan
$22.9K 296
LC
666
Lindbrook Capital
California
$22.9K 296 +73 +33%
FPF
667
First Pacific Financial
Washington
$22.8K 295
M
668
MOTCO
Texas
$22.8K 294 -84 -22%
PK
669
Pflug Koory
Nebraska
$22.1K 285
NAAA
670
New Age Alpha Advisors
New York
$22K 284 +92 +48%
NSIM
671
North Star Investment Management
Illinois
$21.4K 277
MRP
672
Measured Risk Portfolios
California
$21.4K 276 +276 New
HRC
673
Hoertkorn Richard Charles
$21.1K 272
VCM
674
Versant Capital Management
Arizona
$21K 271 -54 -17%
CFFP
675
Center for Financial Planning
Michigan
$20.4K 264