PFG icon

Principal Financial Group

780 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, 270 increasing their positions, 270 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

0% more funds holding

Funds holding: 778780 (+2)

0% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 270

8% less capital invested

Capital invested by funds: $13.8B → $12.6B (-$1.17B)

Holders
780
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$21.5M
Puts
$8.69M
Net Calls
Net Calls Change

Top Buyers

1 +$50.3M
2 +$48.6M
3 +$40.4M
4
Citadel Advisors
Citadel Advisors
Florida
+$31.7M
5
WP
Woodline Partners
California
+$28.4M

Top Sellers

1 -$103M
2 -$41.3M
3 -$39.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$37.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$27.2M
Name Holding Trade Value Shares
Change
Change in
Stake
301
$855K
302
$844K
303
$844K
304
$842K
305
$842K
306
$839K
307
$836K
308
$821K
309
$812K
310
$794K
311
$792K
312
$789K
313
$786K
314
$781K
315
$780K
316
$776K
317
$771K
318
$769K
319
$768K
320
$763K
321
$760K
322
$756K
323
$755K
324
$752K
325
$749K