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Principal Financial Group

794 hedge funds and large institutions have $13B invested in Principal Financial Group in 2024 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 285 increasing their positions, 254 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 55

13% more call options, than puts

Call options by funds: $21.2M | Put options by funds: $18.7M

12% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 254

4% more funds holding

Funds holding: 765794 (+29)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.18% less ownership

Funds ownership: 70.85%70.67% (-0.18%)

10% less capital invested

Capital invested by funds: $14.4B → $13B (-$1.41B)

Holders
794
Holders Change
+29
Holders Change %
+3.79%
% of All Funds
11.47%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
93
Increased
285
Reduced
254
Closed
55
Calls
$21.2M
Puts
$18.7M
Net Calls
+$2.49M
Net Calls Change
+$2.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
26
Barclays
United Kingdom
$56.4M -$9.53M -117,373 -14%
Millennium Management
27
Millennium Management
New York
$56.2M -$4.48M -55,132 -7%
Swiss National Bank
28
Swiss National Bank
Switzerland
$54.6M -$1.45M -17,800 -2%
Voloridge Investment Management
29
Voloridge Investment Management
Florida
$52.1M -$2.49M -30,605 -4%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$44.8M -$9.84M -121,206 -17%
N
31
Nuveen
North Carolina
$43.7M -$4.44M -54,666 -9%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$41.1M +$95.7K +1,179 +0.2%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$37.5M +$202K +2,487 +0.5%
Victory Capital Management
34
Victory Capital Management
Texas
$34.1M -$426K -5,240 -1%
A
35
AustralianSuper
Australia
$33.3M +$4.01M +49,377 +13%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$32.4M -$1.55M -19,075 -4%
National Pension Service
37
National Pension Service
South Korea
$32.2M +$320K +3,939 +1%
NSAM
38
North Star Asset Management
Wisconsin
$31.2M -$74.7K -920 -0.2%
TPI
39
Trust Point Inc
Wisconsin
$30.2M
Man Group
40
Man Group
United Kingdom
$30M -$24.1M -296,604 -44%
Verition Fund Management
41
Verition Fund Management
Connecticut
$29.6M +$11M +135,275 +56%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$29.3M -$1.38M -17,017 -4%
FWIA
43
Fort Washington Investment Advisors
Ohio
$29.2M -$187K -2,308 -0.6%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$28.9M +$2.47M +30,392 +9%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$28.6M +$9.75M +120,100 +51%
Acadian Asset Management
46
Acadian Asset Management
Massachusetts
$27.8M +$23.1M +284,067 +404%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$25M -$3.47M -42,775 -12%
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$24.2M +$532K +6,557 +2%
Mitsubishi UFJ Asset Management
49
Mitsubishi UFJ Asset Management
Japan
$23.9M +$2.41M +29,688 +11%
IIM
50
INTECH Investment Management
Florida
$23.4M +$5.18M +63,747 +27%