PFG icon

Principal Financial Group

776 hedge funds and large institutions have $13.8B invested in Principal Financial Group in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 254 increasing their positions, 288 reducing their positions, and 82 closing their positions.

Holders
776
Holders Change
-13
Holders Change %
-1.65%
% of All Funds
11.23%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
78
Increased
254
Reduced
288
Closed
82
Calls
$26.5M
Puts
$16.9M
Net Calls
+$9.58M
Net Calls Change
+$7.09M
Name Market Value Shares Shares
Change
Shares
Change %
HF
676
Halpern Financial
Virginia
$25.2K 296
PK
677
Pflug Koory
Nebraska
$24.5K 285 +285 New
NSIM
678
North Star Investment Management
Illinois
$23.8K 277
HRC
679
Hoertkorn Richard Charles
$23.4K 272
CFFP
680
Center for Financial Planning
Michigan
$22.7K 264
CT
681
Colonial Trust
South Carolina
$20.4K 237 +8 +3%
CFD
682
Creative Financial Designs
Indiana
$19.6K 228 +82 +56%
MCI
683
MRP Capital Investments
Georgia
$19.3K 225 +225 New
LC
684
Lindbrook Capital
California
$19.2K 223 -98 -31%
VNA
685
Valley National Advisers
Pennsylvania
$19K 230 -556 -71%
C
686
Covestor
United Kingdom
$19K 221 +7 +3%
BGAI
687
Bruce G. Allen Investments
Colorado
$19K 221
KFI
688
Key Financial Inc
Pennsylvania
$18.8K 219
SA
689
SRH Advisors
Kansas
$18.1K 211
DIP
690
DT Investment Partners
Pennsylvania
$18K 210 +210 New
MCM
691
MV Capital Management
Maryland
$17.8K 207 -8 -4%
USB
692
Union Savings Bank
Connecticut
$16.8K 195
NAAA
693
New Age Alpha Advisors
New York
$16.5K 192 +192 New
UCI
694
Uncommon Cents Investing
Wisconsin
$16.4K 191 +191 New
ABWM
695
Alpine Bank Wealth Management
Colorado
$16.2K 189 +189 New
SIS
696
Strategic Investment Solutions
Illinois
$16.2K 189
LIS
697
Legacy Investment Solutions
Idaho
$16K 185 +185 New
LWMI
698
Legacy Wealth Management (Idaho)
Idaho
$16K 185 +185 New
ST
699
Smithfield Trust
Pennsylvania
$16K 190
NS
700
NBC Securities
Alabama
$16K 190