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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
Teacher Retirement System of Texas
101
Teacher Retirement System of Texas
Texas
$8.1M +$930K +11,451 +12%
Royal London Asset Management
102
Royal London Asset Management
United Kingdom
$8.1M -$713K -8,784 -8%
CM
103
Churchill Management
California
$7.96M -$114K -1,402 -1%
Nomura Asset Management
104
Nomura Asset Management
Japan
$7.87M +$276K +3,400 +4%
LPL Financial
105
LPL Financial
California
$7.83M +$350K +4,315 +5%
FAFTFSNP
106
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)
Sweden
$7.8M +$8.08M +99,451 New
EGM
107
Engineers Gate Manager
New York
$7.75M -$767K -9,448 -9%
BA
108
Bridgewater Associates
Connecticut
$7.73M +$133K +1,632 +2%
Zurich Cantonal Bank
109
Zurich Cantonal Bank
Switzerland
$7.66M +$249K +3,071 +3%
Schroder Investment Management Group
110
Schroder Investment Management Group
United Kingdom
$7.65M +$2.39M +29,418 +43%
Korea Investment Corp
111
Korea Investment Corp
South Korea
$7.5M -$1.71M -21,094 -18%
Ensign Peak Advisors
112
Ensign Peak Advisors
Utah
$7.48M +$516K +6,360 +7%
Macquarie Group
113
Macquarie Group
Australia
$7.47M -$71K -874 -0.9%
Asset Management One
114
Asset Management One
Japan
$7.41M +$181K +2,225 +2%
MSV
115
MN Services Vermogensbeheer
Netherlands
$7.35M -$219K -2,700 -3%
PCM
116
Prana Capital Management
Connecticut
$7.03M +$6.68M +82,206 +1,116%
Aberdeen Group
117
Aberdeen Group
United Kingdom
$6.98M -$881K -10,848 -11%
Cambridge Investment Research Advisors
118
Cambridge Investment Research Advisors
Iowa
$6.84M -$162 -2 -0%
DB
119
Danske Bank
Denmark
$6.82M -$698K -8,600 -9%
AC
120
Arjuna Capital
North Carolina
$6.78M +$836K +10,300 +14%
CI Investments Inc
121
CI Investments Inc
Ontario, Canada
$6.77M +$58.3K +718 +0.8%
RJA
122
Raymond James & Associates
Florida
$6.7M -$199K -2,450 -3%
Nisa Investment Advisors
123
Nisa Investment Advisors
Missouri
$6.63M -$183K -2,250 -3%
TD Asset Management
124
TD Asset Management
Ontario, Canada
$6.35M -$926K -11,409 -12%
Assenagon Asset Management
125
Assenagon Asset Management
Luxembourg
$6.34M -$7.94M -97,829 -55%