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Principal Financial Group

762 hedge funds and large institutions have $14.4B invested in Principal Financial Group in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 252 increasing their positions, 272 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more call options, than puts

Call options by funds: $ | Put options by funds: $

7% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 272

1.56% less ownership

Funds ownership: 72.27%70.71% (-1.6%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
762
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$21.4M
Puts
$21.1M
Net Calls
Net Calls Change

Top Buyers

1 +$160M
2 +$49.8M
3 +$47.2M
4
Invesco
Invesco
Georgia
+$46.7M
5
Amundi
Amundi
France
+$39.5M

Top Sellers

1 -$356M
2 -$226M
3 -$110M
4
RAG
RIA Advisory Group
Iowa
-$92.7M
5
Goldman Sachs
Goldman Sachs
New York
-$66.6M
Name Holding Trade Value Shares
Change
Change in
Stake
301
$1.06M
302
$1.05M
303
$1.05M
304
$1.04M
305
$1.04M
306
$1M
307
$993K
308
$983K
309
$961K
310
$955K
311
$954K
312
$949K
313
$948K
314
$940K
315
$936K
316
$926K
317
$926K
318
$916K
319
$908K
320
$900K
321
$893K
322
$889K
323
$888K
324
$875K
325
$871K