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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.

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 %
FMP
701
Financial Management Professionals
Texas
$17K
IGWM
702
ICA Group Wealth Management
Colorado
$16.8K +$16.8K +200 New
GRP
703
Global Retirement Partners
California
$16.7K +$5.97K +71 +55%
CBT
704
CoreFirst Bank & Trust
Kansas
$16.5K
USCWA
705
U.S. Capital Wealth Advisors
Texas
$16.1K +$16.1K +192 New
ST
706
Smithfield Trust
Pennsylvania
$16K
KFI
707
Key Financial Inc
Pennsylvania
$15.8K
Fuller & Thaler Asset Management
708
Fuller & Thaler Asset Management
California
$14K +$14K +168 New
CFD
709
Creative Financial Designs
Indiana
$13.9K
BCMLT
710
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.3K +$3.11K +37 +30%
PCM
711
Peregrine Capital Management
Minnesota
$13K
SWM
712
Spire Wealth Management
Virginia
$13K +$169 +2 +1%
ZB
713
Zions Bancorporation
Utah
$12.8K -$6.29K -75 -33%
MCM
714
MV Capital Management
Maryland
$12.6K
EBA
715
Eagle Bay Advisors
New York
$12.3K +$1.93K +23 +19%
RDFA
716
Ritter Daniher Financial Advisory
Ohio
$12.1K -$252 -3 -2%
CT
717
Colonial Trust
South Carolina
$11.4K +$11.4K +133 New
BAAM
718
Baker Avenue Asset Management
California
$11K +$11K +131 New
AWM
719
Accurate Wealth Management
Florida
$10.6K +$10.6K +121 New
IRC
720
Investors Research Corp
Georgia
$10.6K
RFG
721
RFP Financial Group
Georgia
$10.6K +$10.6K +126 New
CAS
722
Coppell Advisory Solutions
Texas
$10.2K +$10.2K +122 New
CASC
723
Coppell Advisory Solutions Corp
Texas
$10.2K +$10.2K +122 New
PPC
724
Park Place Capital
Alabama
$10K +$10K +125 New
MFG
725
Mendota Financial Group
Wisconsin
$9.9K +$9.9K +118 New