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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
126
$6.93M
127
$6.66M
128
$6.58M
129
$6.5M
130
$6.32M
131
$6.3M
132
$6.3M
133
$6.13M
134
$6.11M
135
$6.07M
136
$5.87M
137
$5.84M
138
$5.83M
139
$5.7M
140
$5.66M
141
$5.6M
142
$5.5M
143
$5.42M
144
$5.38M
145
$5.33M
146
$5.27M
147
$5.27M
148
$5.26M
149
$5.25M
150
$5.23M