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Principal Financial Group

754 hedge funds and large institutions have $13.5B invested in Principal Financial Group in 2023 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 225 increasing their positions, 284 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.42% more ownership

Funds ownership: 70.85%72.27% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

21% less repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 284

Holders
754
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.4M
Puts
$12.7M
Net Calls
Net Calls Change

Top Buyers

1 +$305M
2 +$78M
3 +$40.2M
4
Norges Bank
Norges Bank
Norway
+$35.3M
5
Barclays
Barclays
United Kingdom
+$30.1M

Top Sellers

1 -$242M
2 -$110M
3 -$48M
4
BlackRock
BlackRock
New York
-$47.3M
5
AssetMark Inc
AssetMark Inc
California
-$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
726
$2.99K
727
$2.67K
728
$2.67K
729
$2.54K
730
$2.36K
731
$2.28K
732
$2.28K
733
$1.97K
734
$1.89K
735
$1.57K
736
$1.42K
737
$1.32K
738
$1.3K
739
$1.19K
740
$1.18K
741
$1.1K
742
$1.06K
743
$1K
744
$873
745
$865
746
$630
747
$472
748
$472
749
$319
750
$315