PFG icon

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
176
$3.72M
177
$3.67M
178
$3.65M
179
$3.62M
180
$3.61M
181
$3.55M
182
$3.47M
183
$3.37M
184
$3.36M
185
$3.33M
186
$3.3M
187
$3.29M
188
$3.18M
189
$3.07M
190
$3.06M
191
$3.03M
192
$2.99M
193
$2.98M
194
$2.98M
195
$2.98M
196
$2.96M
197
$2.92M
198
$2.89M
199
$2.84M
200
$2.81M