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Principal Financial Group

789 hedge funds and large institutions have $13B invested in Principal Financial Group in 2024 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 284 increasing their positions, 252 reducing their positions, and 54 closing their positions.

Holders
789
Holders Change
+30
Holders Change %
+3.95%
% of All Funds
11.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
93
Increased
284
Reduced
252
Closed
54
Calls
$21.2M
Puts
$18.7M
Net Calls
+$2.49M
Net Calls Change
+$2.2M
Name Market Value Shares Shares
Change
Shares
Change %
CA
751
Crewe Advisors
Utah
$4.79K 61
SC
752
SouthState Corp
Florida
$4.47K 57 +57 New
UWS
753
Unique Wealth Strategies
Illinois
$4.4K 51 +51 New
DCM
754
Davis Capital Management
Florida
$3.59K 46
AIC
755
Archer Investment Corporation
Indiana
$3.45K 44
AWM
756
Abound Wealth Management
Tennessee
$3.22K 41
SSB
757
Sandy Spring Bank
Maryland
$2.98K 38 +38 New
DPW
758
DiNuzzo Private Wealth
Pennsylvania
$2.75K 35 +5 +17%
PWMG
759
Prestige Wealth Management Group
New Jersey
$2.67K 34
SIC
760
SJS Investment Consulting
Ohio
$2.67K 34
CWC
761
Carolinas Wealth Consulting
North Carolina
$2.67K 34 +5 +17%
LI
762
LRI Investments
Florida
$2.04K 26
Lazard Asset Management
763
Lazard Asset Management
New York
$2K 35 -8 -19%
VWA
764
Valued Wealth Advisors
Utah
$1.81K 23
GWM
765
Guardian Wealth Management
Illinois
$1.79K 23
DF
766
Dunhill Financial
United Kingdom
$1.59K 20
GWSA
767
Global Wealth Strategies & Associates
Colorado
$1.57K 20
VWM
768
Valley Wealth Managers
New Jersey
$1.57K 20 +20 New
WPA
769
West Paces Advisors
Georgia
$1.49K 19
AP
770
Aspect Partners
Virginia
$1.33K 17 +6 +55%
WWM
771
Wolff Wiese Magana
California
$1.18K 15
HFS
772
Horizon Financial Services
North Carolina
$1.1K 14
ECM
773
Everence Capital Management
Indiana
$1.09K 13,800
AW
774
Avion Wealth
Texas
$1K 14
PCM
775
Penserra Capital Management
California
$1K 18