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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 %
BCMLT
676
Beacon Capital Management LLC (Tennessee)
Tennessee
$20.2K 261 -56 -18%
KFI
677
Key Financial Inc
Pennsylvania
$19.6K 253 +34 +16%
YP
678
YANKCOM Partnership
South Dakota
$19.2K 248 +248 New
KIM
679
Kestra Investment Management
Texas
$17.8K 230 +230 New
MCI
680
MRP Capital Investments
Georgia
$17.4K 225
VNA
681
Valley National Advisers
Pennsylvania
$17K 230
BGAI
682
Bruce G. Allen Investments
Colorado
$16.4K 212 -9 -4%
MCM
683
MV Capital Management
Maryland
$16.4K 212 +5 +2%
SA
684
SRH Advisors
Kansas
$16.3K 211
DIP
685
DT Investment Partners
Pennsylvania
$16.3K 210
NMG
686
New Millennium Group
Utah
$16.2K 209 +73 +54%
KTC
687
Kentucky Trust Company
Kentucky
$15.5K 200 +200 New
USB
688
Union Savings Bank
Connecticut
$15.1K 195
ST
689
Smithfield Trust
Pennsylvania
$15K 190
SIS
690
Strategic Investment Solutions
Illinois
$14.9K 189
SS
691
SBI Securities
Japan
$14.3K 185 +185 New
SIC
692
SJS Investment Consulting
Ohio
$13.9K 180 -5 -3%
LWANC
693
Laurel Wealth Advisors (North Carolina)
North Carolina
$13.9K 180
IRC
694
Investors Research Corp
Georgia
$13.4K 173
PWMG
695
Private Wealth Management Group
New Jersey
$12.5K 161
TCOV
696
Trust Company of Vermont
Vermont
$12.2K 157
RCM
697
Raleigh Capital Management
North Carolina
$11.8K 152 +22 +17%
CBT
698
CoreFirst Bank & Trust
Kansas
$11.6K 150
ZB
699
Zions Bancorporation
Utah
$11K 142
CBT
700
Crews Bank & Trust
Florida
$11K 142 +142 New