We are live on ! Find out more
PFG icon

Principal Financial Group

689 hedge funds and large institutions have $12.6B invested in Principal Financial Group in 2022 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 241 increasing their positions, 237 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $17.3M | Put options by funds: $7.59M

24% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 54

2.76% more ownership

Funds ownership: 71.87%74.62% (+2.8%)

2% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 237

0% more funds holding

Funds holding: 686689 (+3)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less capital invested

Capital invested by funds: $13.8B → $12.6B (-$1.18B)

Holders
689
Holders Change
+3
Holders Change %
+0.44%
% of All Funds
11.61%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
67
Increased
241
Reduced
237
Closed
54
Calls
$17.3M
Puts
$7.59M
Net Calls
+$9.71M
Net Calls Change
+$440K
Name Holding Trade Value Shares
Change
Change in
Stake
ISB
151
Iowa State Bank
Iowa
$4.08M -$107K -1,518 -2%
Schroder Investment Management Group
152
Schroder Investment Management Group
United Kingdom
$4.04M +$1.59M +22,666 +61%
Comerica Bank
153
Comerica Bank
Texas
$3.88M -$283K -4,019 -6%
BWM
154
BerganKDV Wealth Management
Minnesota
$3.76M -$3.1K -44 -0.1%
ProShare Advisors
155
ProShare Advisors
Maryland
$3.68M -$1.29M -18,407 -25%
FCH
156
Freestone Capital Holdings
Washington
$3.61M -$837K -11,897 -18%
UA
157
Unison Advisors
District of Columbia
$3.59M +$32.4K +460 +0.9%
OPERF
158
Oregon Public Employees Retirement Fund
Oregon
$3.55M -$484K -6,875 -11%
CWM
159
CIBC World Markets
New York
$3.53M -$287K -4,084 -7%
DnB Asset Management
160
DnB Asset Management
Norway
$3.4M -$45.4K -646 -1%
II
161
IFM Investors
Australia
$3.34M +$136K +1,940 +4%
TRCT
162
Tower Research Capital (TRC)
New York
$3.32M -$26K -370 -0.7%
Skandinaviska Enskilda Banken (SEB)
163
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.21M -$211K -3,001 -6%
MLM
164
Mount Lucas Management
Pennsylvania
$3.19M -$199K -2,823 -6%
DIA
165
Dean Investment Associates
Ohio
$3.15M -$12.1K -172 -0.4%
GIBU
166
Gulf International Bank (UK)
United Kingdom
$3M
LS
167
Livforsakringsbolaget Skandia
Sweden
$2.99M -$176K -2,500 -5%
URS
168
Utah Retirement Systems
Utah
$2.98M -$106K -1,500 -3%
AC
169
Arjuna Capital
North Carolina
$2.92M +$62.1K +883 +2%
American Century Companies
170
American Century Companies
Missouri
$2.85M +$509K +7,235 +20%
Envestnet Asset Management
171
Envestnet Asset Management
Illinois
$2.84M +$22.4K +319 +0.8%
KWM
172
Kingsview Wealth Management
Oregon
$2.72M -$1.44M -20,490 -34%
Teacher Retirement System of Texas
173
Teacher Retirement System of Texas
Texas
$2.67M -$1.03M -14,631 -27%
SOADOR
174
State of Alaska Department of Revenue
Alaska
$2.62M -$644K -9,153 -19%
EI
175
EDMP Inc
Florida
$2.62M