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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 %
AP
676
Atwood & Palmer
Missouri
$25.3K
BWL
677
Bogart Wealth LLC
Virginia
$25.2K
OSNBOA
678
Old Second National Bank of Aurora
Illinois
$25.2K
MWM
679
MinichMacGregor Wealth Management
New York
$25.2K +$25.2K +300 New
TSW
680
Thompson Siegel & Walmsley
Virginia
$25K
TWM
681
Tradition Wealth Management
Minnesota
$25K +$2.48K +30 +11%
HF
682
Halpern Financial
Virginia
$24.8K
PK
683
Pflug Koory
Nebraska
$24K
HRC
684
Hoertkorn Richard Charles
$22.8K
KTC
685
Kistler-Tiffany Companies
Pennsylvania
$22.7K
AWM
686
Avior Wealth Management
Nebraska
$22.2K +$84 +1 +0.4%
IFAM
687
Institutional & Family Asset Management
Colorado
$21.7K
First Manhattan
688
First Manhattan
New York
$21.5K
Lazard Asset Management
689
Lazard Asset Management
New York
$21K +$496 +6 +2%
GBT
690
Grove Bank & Trust
Florida
$21K +$21K +250 New
HC
691
Hoese & Co
Minnesota
$20K
MPWT
692
MassMutual Private Wealth & Trust
Connecticut
$20K +$164 +2 +0.8%
FP
693
Financial Perspectives
Minnesota
$20K -$8.64K -103 -30%
LC
694
Lindbrook Capital
California
$19.9K +$2.1K +25 +12%
ZIG
695
Zullo Investment Group
Pennsylvania
$19.7K
BBHC
696
Brown Brothers Harriman & Co
New York
$19.1K -$5.96K -71 -24%
SSG
697
Summit Securities Group
New York
$19K -$5.06K -61 -21%
CSWM
698
Cassady Schiller Wealth Management
Ohio
$18.9K +$18.9K +225 New
SA
699
SRH Advisors
Kansas
$18K
GIA
700
GHP Investment Advisors
Colorado
$17.1K +$84 +1 +0.5%