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Principal Financial Group

689 hedge funds and large institutions have $12.6B invested in Principal Financial Group in 2022 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 241 increasing their positions, 237 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $17.3M | Put options by funds: $7.59M

24% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 54

2.76% more ownership

Funds ownership: 71.87%74.62% (+2.8%)

2% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 237

0% more funds holding

Funds holding: 686689 (+3)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less capital invested

Capital invested by funds: $13.8B → $12.6B (-$1.18B)

Holders
689
Holders Change
+3
Holders Change %
+0.44%
% of All Funds
11.61%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
67
Increased
241
Reduced
237
Closed
54
Calls
$17.3M
Puts
$7.59M
Net Calls
+$9.71M
Net Calls Change
+$440K
Name Holding Trade Value Shares
Change
Change in
Stake
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$51.1M +$1.33M +18,894 +3%
N
27
Natixis
France
$51M +$51.1M +726,477 +1,993%
HSBC Holdings
28
HSBC Holdings
United Kingdom
$48.8M -$5.96M -84,780 -10%
N
29
Nuveen
North Carolina
$48.6M -$3.13M -44,494 -6%
Deutsche Bank
30
Deutsche Bank
Germany
$46.8M -$7.13M -101,416 -13%
First Trust Advisors
31
First Trust Advisors
Illinois
$41.5M +$4.11M +58,365 +10%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$40.2M -$1.03M -14,707 -2%
KBC Group
33
KBC Group
Belgium
$39M +$329K +4,677 +0.8%
FWIA
34
Fort Washington Investment Advisors
Ohio
$37.4M +$886K +12,593 +2%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$33.9M -$3.01M -42,783 -8%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$31M +$2.12M +30,169 +7%
National Pension Service
37
National Pension Service
South Korea
$30.4M +$466K +6,621 +1%
CS
38
Credit Suisse
Switzerland
$29.8M -$4.39M -62,403 -12%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$29.7M -$961K -13,662 -3%
NSAM
40
North Star Asset Management
Wisconsin
$29.7M -$11K -156 -0%
WCM
41
Wedge Capital Management
North Carolina
$29.1M -$2.51M -35,722 -8%
CI
42
Cambiar Investors
Colorado
$28.2M -$28M -398,171 -49%
JP Morgan Chase
43
JP Morgan Chase
New York
$27.9M +$2.6M +36,899 +10%
AA
44
ALPS Advisors
Colorado
$25.2M +$355K +5,047 +1%
Barclays
45
Barclays
United Kingdom
$22.8M -$11M -156,326 -31%
ACM
46
Argent Capital Management
Missouri
$22.5M -$227K -3,233 -1%
LSV Asset Management
47
LSV Asset Management
Illinois
$22M -$2.64M -37,600 -10%
GHA
48
GW Henssler & Associates
Georgia
$21.5M +$283K +4,019 +1%
AllianceBernstein
49
AllianceBernstein
Tennessee
$21.2M -$184K -2,618 -0.8%
State Board of Administration of Florida Retirement System
50
State Board of Administration of Florida Retirement System
Florida
$21M -$317K -4,510 -1%