PFG icon

Principal Financial Group

752 hedge funds and large institutions have $13.5B invested in Principal Financial Group in 2023 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 224 increasing their positions, 284 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.42% more ownership

Funds ownership: 70.85%72.27% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

21% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 284

Holders
752
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.4M
Puts
$12.7M
Net Calls
Net Calls Change

Top Buyers

1 +$332M
2 +$43.6M
3 +$38.3M
4
Barclays
Barclays
United Kingdom
+$32.7M
5
Millennium Management
Millennium Management
New York
+$31.6M

Top Sellers

1 -$263M
2 -$119M
3 -$52.1M
4
BlackRock
BlackRock
New York
-$51.4M
5
AssetMark Inc
AssetMark Inc
California
-$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
176
$3.59M
177
$3.58M
178
$3.56M
179
$3.56M
180
$3.55M
181
$3.48M
182
$3.29M
183
$3.19M
184
$3.14M
185
$3.02M
186
$3.01M
187
$2.95M
188
$2.91M
189
$2.9M
190
$2.88M
191
$2.85M
192
$2.75M
193
$2.75M
194
$2.73M
195
$2.69M
196
$2.68M
197
$2.66M
198
$2.66M
199
$2.63M
200
$2.58M