PFG icon

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
426
$441K
427
$437K
428
$430K
429
$429K
430
$427K
431
$426K
432
$423K
433
$422K
434
$416K
435
$407K
436
$402K
437
$402K
438
$386K
439
$386K
440
$385K
441
$385K
442
$385K
443
$375K
444
$370K
445
$361K
446
$359K
447
$359K
448
$356K
449
$354K
450
$352K