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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 %
Commonwealth Equity Services
701
Commonwealth Equity Services
Massachusetts
$6.46K 86,899 +2,764 +3%
POIA
702
Pin Oak Investment Advisors
Texas
$6K 78
ME
703
McIlrath & Eck
Washington
$5.28K 71
GC
704
Globeflex Capital
California
$4.68K 63
FCA
705
Fortis Capital Advisors
Kansas
$4.46K 60 +30 +100%
AWM
706
Abound Wealth Management
Tennessee
$3.05K 41
HGERS
707
Householder Group Estate & Retirement Specialist
Arizona
$3K 41
Loomis, Sayles & Company
708
Loomis, Sayles & Company
Massachusetts
$3K 42 +42 New
HS
709
Horan Securities
United States
$2.97K 40
GWM
710
Guardian Wealth Management
Illinois
$2.97K 40 +40 New
VCM
711
Versant Capital Management
Arizona
$2.75K 37
SWA
712
SOA Wealth Advisors
New York
$2.61K 35
DI
713
Disciplined Investments
Oklahoma
$2.6K 35 -6 -15%
PSB
714
Piscataqua Savings Bank
New Hampshire
$2.6K 35
PWMG
715
Prestige Wealth Management Group
New Jersey
$2.53K 34 +27 +386%
TFM
716
TFC Financial Management
Massachusetts
$2.4K 32
CWC
717
Carolinas Wealth Consulting
North Carolina
$2.16K 29
SIA
718
SkyView Investment Advisors
New Jersey
$2K 26 +26 New
SIC
719
SJS Investment Consulting
Ohio
$1.78K 24 -17 -41%
GWSA
720
Global Wealth Strategies & Associates
Colorado
$1.49K 20
WPA
721
West Paces Advisors
Georgia
$1.41K 19
TAM
722
Tucker Asset Management
Colorado
$1.34K 18
CBT
723
Central Bank & Trust
Kentucky
$1.19K 16 +16 New
CAL
724
Capital Advisors Ltd
Ohio
$1K 10 -1,216 -99%
TFA
725
Transamerica Financial Advisors
Florida
$1K 1