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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
401
$517K
402
$501K
403
$501K
404
$497K
405
$488K
406
$485K
407
$484K
408
$480K
409
$476K
410
$475K
411
$469K
412
$468K
413
$464K
414
$460K
415
$458K
416
$457K
417
$454K
418
$449K
419
$448K
420
$446K
421
$445K
422
$445K
423
$443K
424
$442K
425
$442K