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Principal Financial Group

705 hedge funds and large institutions have $13.3B invested in Principal Financial Group in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 227 increasing their positions, 246 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $15.1M | Put options by funds: $7.53M

43% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 56

6% more capital invested

Capital invested by funds: $12.6B → $13.3B (+$756M)

2% more funds holding

Funds holding: 689705 (+16)

0.48% less ownership

Funds ownership: 74.62%74.14% (-0.48%)

8% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 246

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
705
Holders Change
+16
Holders Change %
+2.32%
% of All Funds
12.14%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
80
Increased
227
Reduced
246
Closed
56
Calls
$15.1M
Puts
$7.53M
Net Calls
+$7.58M
Net Calls Change
-$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
State Board of Administration of Florida Retirement System
51
State Board of Administration of Florida Retirement System
Florida
$21.8M -$889K -12,370 -4%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$20.3M +$17.1M +238,436 +560%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$20.1M -$539K -7,501 -3%
Canada Life
54
Canada Life
Manitoba, Canada
$19.7M +$931K +12,958 +5%
Principal Financial Group
55
Principal Financial Group
Iowa
$19M -$667K -9,279 -3%
BGIM
56
Brandywine Global Investment Management
Pennsylvania
$18.8M +$1.53M +21,337 +9%
Wells Fargo
57
Wells Fargo
California
$17.8M +$2.02M +28,138 +13%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$17.6M -$538K -7,485 -3%
Skandinaviska Enskilda Banken (SEB)
59
Skandinaviska Enskilda Banken (SEB)
Sweden
$16.7M +$13.2M +183,795 +383%
SAM
60
Storebrand Asset Management
Norway
$16.7M +$87.8K +1,223 +0.5%
BNP Paribas Financial Markets
61
BNP Paribas Financial Markets
France
$14.9M +$1.83M +25,493 +14%
UBS Group
62
UBS Group
Switzerland
$14.7M -$2.54M -35,367 -15%
Prudential Financial
63
Prudential Financial
New Jersey
$14.4M -$799K -11,125 -5%
Citigroup
64
Citigroup
New York
$14.2M -$3.32M -46,244 -19%
Swedbank
65
Swedbank
Sweden
$13.1M
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.8M -$312K -4,339 -2%
BNP Paribas Asset Management
67
BNP Paribas Asset Management
France
$12.8M +$12.3M +170,881 +2,789%
O
68
Ossiam
France
$12.8M +$11.8M +164,607 +1,334%
SIS
69
Sound Income Strategies
Florida
$12.4M -$708K -9,862 -5%
GT
70
Glenmede Trust
Pennsylvania
$12M -$35.1K -489 -0.3%
VLKIM
71
Van Lanschot Kempen Investment Management
Netherlands
$11.9M -$3.75M -52,163 -24%
JG
72
Jefferies Group
New York
$11.8M +$11.8M +164,200 New
Ensign Peak Advisors
73
Ensign Peak Advisors
Utah
$11.8M +$5.36M +74,660 +85%
SLAM
74
Swiss Life Asset Management
$11.7M +$1.05M +14,579 +10%
AQR Capital Management
75
AQR Capital Management
Connecticut
$11.5M +$11.5M +159,984 New