PFG icon

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 %
MAM
701
Meeder Asset Management
Ohio
$10.8K 140 +8 +6%
HIW
702
Holos Integrated Wealth
Pennsylvania
$10.7K 138 +138 New
BFS
703
Burkett Financial Services
South Carolina
$10.3K 133
VWM
704
Vermillion Wealth Management
Minnesota
$10.2K 132 +132 New
CSWM
705
Cassady Schiller Wealth Management
Ohio
$10.1K 130 +5 +4%
SSB
706
Sandy Spring Bank
Maryland
$10.1K 130 +130 New
GKIM
707
GW&K Investment Management
Massachusetts
$10K 131 +4 +3%
WTFG
708
Wood Tarver Financial Group
Idaho
$10K 130 +130 New
TSMHT
709
Thurston Springer Miller Herd & Titak
Indiana
$9.52K 123
CAS
710
Coppell Advisory Solutions
Texas
$9.42K 122 -8 -6%
CPG
711
Cornerstone Planning Group
New Jersey
$9.34K 113
PPA
712
Painted Porch Advisors
California
$9.21K 119
S
713
Sachetta
Massachusetts
$9.06K 117 +2 +2%
CWM
714
Centricity Wealth Management
Ohio
$8.9K 115 +115 New
CJH
715
Christopher J. Hasenberg
Wisconsin
$8.75K 113 +113 New
TWC
716
TD Waterhouse Canada
Ontario, Canada
$8.67K 112
RFG
717
REAP Financial Group
Texas
$8.67K 112 +1 +0.9%
MFT
718
Moisand Fitzgerald Tamayo
Florida
$8.52K 110
SL
719
Salomon & Ludwin
Virginia
$8.44K 109
Q1WB
720
Quest 10 Wealth Builders
Virginia
$7.97K 103 +103 New
BCA
721
Bray Capital Advisors
Florida
$7.82K 101
FNWA
722
Financial Network Wealth Advisors
Utah
$7.74K 100
AEPWM
723
Atlantic Edge Private Wealth Management
Florida
$7.74K 100
AP
724
Atwood & Palmer
Missouri
$7.74K 100
RDFA
725
Ritter Daniher Financial Advisory
Ohio
$7.74K 100