We are live on ! Find out more
PFG icon

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
National Bank of Canada
126
National Bank of Canada
Quebec, Canada
$6.21M -$3.19M -39,324 -33%
State of New Jersey Common Pension Fund D
127
State of New Jersey Common Pension Fund D
New Jersey
$6.2M -$3.53M -43,445 -35%
DekaBank Deutsche Girozentrale
128
DekaBank Deutsche Girozentrale
Germany
$6.19M +$159K +1,960 +3%
Natixis Advisors
129
Natixis Advisors
Massachusetts
$6.19M +$907K +11,169 +16%
Susquehanna International Group
130
Susquehanna International Group
Pennsylvania
$6.16M +$1.68M +20,718 +36%
BNP Paribas Asset Management
131
BNP Paribas Asset Management
France
$6.07M +$2.38M +29,363 +61%
Rafferty Asset Management
132
Rafferty Asset Management
New York
$5.95M -$107K -1,317 -2%
CSS
133
Cubist Systematic Strategies
Connecticut
$5.94M +$3.54M +43,548 +135%
RAM
134
Resona Asset Management
Japan
$5.82M -$511K -6,293 -8%
VOYA Investment Management
135
VOYA Investment Management
Georgia
$5.81M +$87.1K +1,072 +1%
SSA
136
Schonfeld Strategic Advisors
New York
$5.75M +$5.33M +65,607 +856%
Franklin Resources
137
Franklin Resources
California
$5.69M -$38.4K -473 -0.6%
DWT
138
Dorsey & Whitney Trust
South Dakota
$5.67M +$120K +1,481 +2%
Commonwealth Equity Services
139
Commonwealth Equity Services
Massachusetts
$5.6M +$437K +5,384 +8%
UIM
140
USS Investment Management
United Kingdom
$5.09M +$301K +3,709 +6%
ASRS
141
Arizona State Retirement System
Arizona
$5.07M -$79.5K -979 -1%
ACIM
142
Azimuth Capital Investment Management
Michigan
$5.06M +$296K +3,650 +6%
Thrivent Financial for Lutherans
143
Thrivent Financial for Lutherans
Minnesota
$5.04M +$4.23M +52,071 +428%
LA
144
LBP AM
France
$5.02M +$94.4K +1,163 +2%
Arrowstreet Capital
145
Arrowstreet Capital
Massachusetts
$4.91M +$5.08M +62,589 New
AB
146
Amalgamated Bank
New York
$4.8M -$515K -6,348 -9%
DZ Bank
147
DZ Bank
Germany
$4.79M
Robeco Institutional Asset Management
148
Robeco Institutional Asset Management
Netherlands
$4.78M -$71.6K -882 -1%
RJFSA
149
Raymond James Financial Services Advisors
Florida
$4.76M +$61.4K +756 +1%
First Trust Advisors
150
First Trust Advisors
Illinois
$4.7M -$8.34M -102,680 -63%