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
Skandinaviska Enskilda Banken (SEB)
176
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.55M -$4.4M -54,195 -55%
BCIM
177
British Columbia Investment Management
British Columbia, Canada
$3.53M +$1.35M +16,575 +58%
Baird Financial Group
178
Baird Financial Group
Wisconsin
$3.49M -$12.8K -158 -0.4%
SOADOR
179
State of Alaska Department of Revenue
Alaska
$3.46M -$27.6K -340 -0.8%
EI
180
Ethic Inc
New York
$3.44M -$279K -3,440 -7%
ProShare Advisors
181
ProShare Advisors
Maryland
$3.44M +$107K +1,319 +3%
TRCT
182
Tower Research Capital (TRC)
New York
$3.4M +$3.25M +40,011 +1,183%
CC
183
Centiva Capital
New York
$3.38M +$1.71M +21,038 +96%
X
184
Xponance
Pennsylvania
$3.35M +$209K +2,578 +6%
CWM
185
CIBC World Markets
New York
$3.33M -$1.14M -14,086 -25%
Envestnet Asset Management
186
Envestnet Asset Management
Illinois
$3.31M -$1.75M -21,500 -34%
CNB
187
Czech National Bank
Czech Republic
$3.22M +$203K +2,499 +6%
QCM
188
Quantinno Capital Management
New York
$3.22M -$70.6K -869 -2%
YIH
189
Y-Intercept (HK)
Hong Kong
$3.15M +$366K +4,506 +13%
URS
190
Utah Retirement Systems
Utah
$3.03M -$203K -2,500 -6%
Marshall Wace
191
Marshall Wace
United Kingdom
$3.01M -$38.3M -471,471 -92%
Walleye Capital
192
Walleye Capital
New York
$3M +$2.47M +30,471 +392%
TAF
193
Tredje AP-fonden
Sweden
$2.96M -$47.6K -586 -2%
DnB Asset Management
194
DnB Asset Management
Norway
$2.9M +$252K +3,105 +9%
Adage Capital Partners
195
Adage Capital Partners
Massachusetts
$2.89M +$2.99M +36,800 New
Public Sector Pension Investment Board (PSP Investments)
196
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.87M +$162K +1,991 +6%
Wealth Enhancement Advisory Services
197
Wealth Enhancement Advisory Services
Minnesota
$2.86M -$205K -2,523 -6%
Corient Private Wealth
198
Corient Private Wealth
Florida
$2.85M +$374K +4,607 +15%
AAM
199
Advisors Asset Management
Colorado
$2.83M -$468K -5,763 -14%
CIBC Asset Management
200
CIBC Asset Management
Ontario, Canada
$2.8M -$203K -2,496 -7%