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Principal Financial Group

614 hedge funds and large institutions have $11.4B invested in Principal Financial Group in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 223 increasing their positions, 228 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $18M | Put options by funds: $8.14M

15% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 47

1% more funds holding

Funds holding: 610614 (+4)

0.8% less ownership

Funds ownership: 72.71%71.92% (-0.8%)

2% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 228

2% less capital invested

Capital invested by funds: $11.7B → $11.4B (-$264M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
614
Holders Change
+4
Holders Change %
+0.66%
% of All Funds
13.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
54
Increased
223
Reduced
228
Closed
47
Calls
$18M
Puts
$8.14M
Net Calls
+$9.83M
Net Calls Change
-$22.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.77B +$30.3M +538,147 +2%
BlackRock
2
BlackRock
New York
$1.27B +$15.5M +275,913 +1%
NLI
3
Nippon Life Insurance
Japan
$1.04B
Capital Research Global Investors
4
Capital Research Global Investors
California
$778M -$84.1M -1,493,322 -10%
State Street
5
State Street
Massachusetts
$722M -$12.8M -227,374 -2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$415M -$18.1M -321,770 -4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$413M -$58.7M -1,042,853 -13%
Northern Trust
8
Northern Trust
Illinois
$287M -$6.54M -116,112 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$248M +$8.93M +158,643 +4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$220M -$4.6M -81,694 -2%
Invesco
11
Invesco
Georgia
$201M -$23.4M -415,139 -11%
MPI
12
Mairs & Power Inc
Minnesota
$164M -$1.42M -25,217 -0.9%
Norges Bank
13
Norges Bank
Norway
$163M
Ameriprise
14
Ameriprise
Minnesota
$160M +$4.89M +86,881 +3%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$159M -$42M -745,268 -21%
Goldman Sachs
16
Goldman Sachs
New York
$143M +$23.9M +424,898 +21%
Charles Schwab
17
Charles Schwab
California
$119M +$3.06M +54,306 +3%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$108M -$27.5M -487,862 -21%
Legal & General Group
19
Legal & General Group
United Kingdom
$97.2M -$267K -4,750 -0.3%
AL
20
AJO LP
Pennsylvania
$88.4M +$3.31M +58,769 +4%
N
21
Nuveen
North Carolina
$84.2M +$7.41M +131,707 +10%
JP Morgan Chase
22
JP Morgan Chase
New York
$80.5M -$12.3M -217,890 -13%
UBS AM
23
UBS AM
Illinois
$69.6M -$848K -15,071 -1%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$66.1M +$4.74M +84,206 +8%
Bank of America
25
Bank of America
North Carolina
$64.4M +$1.78M +31,601 +3%