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Principal Financial Group

764 hedge funds and large institutions have $14.4B invested in Principal Financial Group in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 252 increasing their positions, 272 reducing their positions, and 62 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

1.52% less ownership

Funds ownership: 72.27%70.75% (-1.5%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
764
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 +$149M
2 +$46.3M
3 +$43.9M
4
Invesco
Invesco
Georgia
+$43.4M
5
Amundi
Amundi
France
+$40.2M

Top Sellers

1 -$331M
2 -$210M
3 -$110M
4
RAG
RIA Advisory Group
Iowa
-$86.1M
5
Goldman Sachs
Goldman Sachs
New York
-$61.9M
Name Holding Trade Value Shares
Change
Change in
Stake
301
$1.07M
302
$1.06M
303
$1.05M
304
$1.05M
305
$1.04M
306
$1.04M
307
$1M
308
$993K
309
$983K
310
$961K
311
$955K
312
$954K
313
$949K
314
$948K
315
$940K
316
$936K
317
$926K
318
$926K
319
$916K
320
$908K
321
$900K
322
$893K
323
$889K
324
$888K
325
$875K