PFG icon

Principal Financial Group

737 hedge funds and large institutions have $13.4B invested in Principal Financial Group in 2023 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 277 increasing their positions, 244 reducing their positions, and 94 closing their positions.

Holders
737
Holders Change
-41
Holders Change %
-5.27%
% of All Funds
11.8%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
70
Increased
277
Reduced
244
Closed
94
Calls
$22.6M
Puts
$14.5M
Net Calls
+$8.04M
Net Calls Change
-$1.93M
Name Market Value Shares Shares
Change
Shares
Change %
RDFA
676
Ritter Daniher Financial Advisory
Ohio
$10.7K 144
FFA
677
Farther Finance Advisors
California
$10.1K 136 +34 +33%
ZB
678
Zions Bancorporation
Utah
$10K 135 -17 -11%
CT
679
Colonial Trust
South Carolina
$9.86K 133
BAAM
680
Baker Avenue Asset Management
California
$9.74K 131
WIM
681
WealthPlan Investment Management
Nebraska
$9.36K 126 -2,301 -95%
RFG
682
RFP Financial Group
Georgia
$9.36K 126
IRC
683
Investors Research Corp
Georgia
$9.36K 126
Jones Financial Companies
684
Jones Financial Companies
Missouri
$9.29K 125 +125 New
HC
685
Hoese & Co
Minnesota
$8.96K 100 -124 -55%
MFG
686
Mendota Financial Group
Wisconsin
$8.66K 118
EARNEST Partners
687
EARNEST Partners
Georgia
$8.62K 116
PCM
688
Pointe Capital Management
Michigan
$8.55K 115 +115 New
SC
689
SouthState Corp
Florida
$8.47K 114
MFT
690
Moisand Fitzgerald Tamayo
Florida
$8.18K 110
TFP
691
Tilia Fiduciary Partners
North Carolina
$8.03K 108
KHC
692
Koesten Hirschmann & Crabtree
Kansas
$7.66K 103 -1,193 -92%
BCA
693
Bray Capital Advisors
Florida
$7.51K 101
CFFP
694
Center for Financial Planning
Michigan
$7.43K 100
CA
695
Clearstead Advisors
Ohio
$7.43K 100
BWA
696
BDO Wealth Advisors
Florida
$7.43K 100
EBA
697
Eagle Bay Advisors
New York
$7.14K 96 -51 -35%
RI
698
Ridgewood Investments
New Jersey
$7.14K 96 +96 New
AA
699
Ancora Advisors
Ohio
$6.69K 90 -7 -7%
CHA
700
Carmichael Hill & Associates
Maryland
$6.47K 87