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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 %
GIA
676
GHP Investment Advisors
Colorado
$26.8K 341 +115 +51%
CWP
677
Concord Wealth Partners
Virginia
$26.4K 337 -2,800 -89%
EC
678
EdgeRock Capital
Colorado
$25.5K 325 +325 New
LC
679
Lindbrook Capital
California
$25.2K 321 +173 +117%
PCA
680
Providence Capital Advisors
North Carolina
$25.1K 320
FP
681
Financial Perspectives
Minnesota
$24.6K 314
HWM
682
HighMark Wealth Management
Minnesota
$24.3K 310
FFO
683
Fortitude Family Office
Arizona
$23.8K 304
BWL
684
Bogart Wealth LLC
Virginia
$23.5K 300
OSNBOA
685
Old Second National Bank of Aurora
Illinois
$23.5K 300
IGWM
686
ICA Group Wealth Management
Colorado
$23.5K 300
OLVIG
687
Oliver Lagore Vanvalin Investment Group
Michigan
$23.2K 296 -380 -56%
HF
688
Halpern Financial
Virginia
$23.2K 296
FPF
689
First Pacific Financial
Washington
$23.1K 295
ATC
690
Advantage Trust Company
Kansas
$23K 293
LFG
691
Larson Financial Group
Missouri
$22.8K 290 +276 +1,971%
FHA
692
First Horizon Advisors
Tennessee
$22.6K 288 +6 +2%
NSIM
693
North Star Investment Management
Illinois
$21.7K 277
HRC
694
Hoertkorn Richard Charles
$21.3K 272
CFFP
695
Center for Financial Planning
Michigan
$20.7K 264
VCM
696
Versant Capital Management
Arizona
$20.2K 257 +212 +471%
PTC
697
Private Trust Company
Ohio
$19.6K 250
CT
698
Colonial Trust
South Carolina
$18.2K 229 -287 -56%
CSWM
699
Cassady Schiller Wealth Management
Ohio
$17.7K 225
BGAI
700
Bruce G. Allen Investments
Colorado
$17.3K 221