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Principal Financial Group

761 hedge funds and large institutions have $14.4B invested in Principal Financial Group in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 251 increasing their positions, 272 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more call options, than puts

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

8% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 272

1.61% less ownership

Funds ownership: 72.24%70.64% (-1.6%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
761
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$21.4M
Puts
$21.1M
Net Calls
Net Calls Change

Top Buyers

1 +$160M
2 +$49.8M
3 +$47.2M
4
Invesco
Invesco
Georgia
+$46.7M
5
Amundi
Amundi
France
+$39.5M

Top Sellers

1 -$356M
2 -$226M
3 -$110M
4
RAG
RIA Advisory Group
Iowa
-$92.7M
5
Goldman Sachs
Goldman Sachs
New York
-$66.6M
Name Holding Trade Value Shares
Change
Change in
Stake
101
$9.02M
102
$8.87M
103
$8.82M
104
$8.71M
105
$8.69M
106
$8.68M
107
$8.62M
108
$8.58M
109
$8.57M
110
$8.52M
111
$8.37M
112
$8.36M
113
$8.32M
114
$8.3M
115
$8.24M
116
$8.16M
117
$8.16M
118
$7.97M
119
$7.97M
120
$7.93M
121
$7.68M
122
$7.58M
123
$7.53M
124
$7.49M
125
$7.39M