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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
Citigroup
51
Citigroup
New York
$22.8M +$11.7M +143,582 +97%
State Board of Administration of Florida Retirement System
52
State Board of Administration of Florida Retirement System
Florida
$20.8M -$2.62M -32,288 -11%
AllianceBernstein
53
AllianceBernstein
Tennessee
$20.5M -$1.25M -15,365 -6%
Canada Life
54
Canada Life
Manitoba, Canada
$19.7M -$220K -2,706 -1%
Massachusetts Financial Services
55
Massachusetts Financial Services
Massachusetts
$19.7M +$20.4M +251,088 New
Jane Street
56
Jane Street
New York
$18.2M +$14.8M +182,329 +363%
ECM
57
ExodusPoint Capital Management
New York
$18.2M +$7.01M +86,342 +59%
Qube Research & Technologies (QRT)
58
Qube Research & Technologies (QRT)
United Kingdom
$17.9M +$3.8M +46,796 +26%
AT
59
AMF Tjänstepension
Sweden
$17.7M -$6.7M -82,500 -27%
Principal Financial Group
60
Principal Financial Group
Iowa
$17.6M -$643K -7,919 -3%
Canada Pension Plan Investment Board
61
Canada Pension Plan Investment Board
Ontario, Canada
$17.6M -$568K -7,000 -3%
SAM
62
Storebrand Asset Management
Norway
$16.7M -$1.49M -18,370 -8%
New York State Teachers Retirement System (NYSTRS)
63
New York State Teachers Retirement System (NYSTRS)
New York
$16.3M -$1.6M -19,672 -9%
GHA
64
GW Henssler & Associates
Georgia
$15.9M +$58.4K +719 +0.4%
Wells Fargo
65
Wells Fargo
California
$15.4M +$562K +6,923 +4%
SIS
66
Sound Income Strategies
Florida
$15.3M +$1.09M +13,440 +7%
SG Americas Securities
67
SG Americas Securities
New York
$14M +$5.28M +65,070 +57%
Ameriprise
68
Ameriprise
Minnesota
$13.9M +$53.9K +664 +0.4%
SLAM
69
Swiss Life Asset Management
$13.9M +$769K +9,466 +6%
State of Wisconsin Investment Board
70
State of Wisconsin Investment Board
Wisconsin
$13.4M +$267K +3,288 +2%
American Century Companies
71
American Century Companies
Missouri
$13M +$5.31M +65,385 +65%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$12.9M +$16K +197 +0.1%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$12.9M -$3.05M -37,537 -19%
Swedbank
74
Swedbank
Sweden
$12.7M
IP
75
Interval Partners
New York
$12.2M +$6.72M +82,755 +113%