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Principal Financial Group

764 hedge funds and large institutions have $14.4B invested in Principal Financial Group in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 252 increasing their positions, 272 reducing their positions, and 62 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: $

7% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 272

1.52% less ownership

Funds ownership: 72.27%70.75% (-1.5%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
764
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 +$149M
2 +$46.3M
3 +$43.9M
4
Invesco
Invesco
Georgia
+$43.4M
5
Amundi
Amundi
France
+$40.2M

Top Sellers

1 -$331M
2 -$210M
3 -$110M
4
RAG
RIA Advisory Group
Iowa
-$86.1M
5
Goldman Sachs
Goldman Sachs
New York
-$61.9M
Name Holding Trade Value Shares
Change
Change in
Stake
201
$2.84M
202
$2.81M
203
$2.81M
204
$2.79M
205
$2.78M
206
$2.77M
207
$2.73M
208
$2.7M
209
$2.7M
210
$2.7M
211
$2.64M
212
$2.63M
213
$2.58M
214
$2.53M
215
$2.48M
216
$2.46M
217
$2.41M
218
$2.4M
219
$2.37M
220
$2.33M
221
$2.32M
222
$2.31M
223
$2.3M
224
$2.27M
225
$2.19M