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Principal Financial Group

689 hedge funds and large institutions have $12.6B invested in Principal Financial Group in 2022 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 241 increasing their positions, 237 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $17.3M | Put options by funds: $7.59M

24% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 54

2.76% more ownership

Funds ownership: 71.87%74.62% (+2.8%)

2% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 237

0% more funds holding

Funds holding: 686689 (+3)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less capital invested

Capital invested by funds: $13.8B → $12.6B (-$1.18B)

Holders
689
Holders Change
+3
Holders Change %
+0.44%
% of All Funds
11.61%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
67
Increased
241
Reduced
237
Closed
54
Calls
$17.3M
Puts
$7.59M
Net Calls
+$9.71M
Net Calls Change
+$440K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.91B -$28.8M -409,195 -1%
BlackRock
2
BlackRock
New York
$1.5B -$53.7M -763,581 -3%
Bank of America
3
Bank of America
North Carolina
$1.3B +$383M +5,446,924 +39%
NLI
4
Nippon Life Insurance
Japan
$1.21B
State Street
5
State Street
Massachusetts
$802M -$60.9M -866,082 -7%
Capital Research Global Investors
6
Capital Research Global Investors
California
$794M -$81.9M -1,164,729 -9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$329M -$12.6M -178,747 -3%
Charles Schwab
8
Charles Schwab
California
$283M +$12.5M +177,028 +4%
Northern Trust
9
Northern Trust
Illinois
$272M -$2.71M -38,549 -0.9%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$265M +$129M +1,831,350 +86%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$245M +$345K +4,902 +0.1%
Invesco
12
Invesco
Georgia
$201M +$6.22M +88,396 +3%
Morgan Stanley
13
Morgan Stanley
New York
$200M -$64.9M -922,875 -24%
Norges Bank
14
Norges Bank
Norway
$172M +$66M +937,763 +57%
Legal & General Group
15
Legal & General Group
United Kingdom
$134M +$5.64M +80,219 +4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$132M +$4.35M +61,793 +3%
Ameriprise
17
Ameriprise
Minnesota
$121M -$6.75M -95,924 -5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$110M +$35.7M +507,882 +45%
Goldman Sachs
19
Goldman Sachs
New York
$99.5M -$37.5M -532,588 -26%
MPI
20
Mairs & Power Inc
Minnesota
$92.1M -$3.27M -46,482 -3%
UBS AM
21
UBS AM
Illinois
$83.1M +$3.75M +53,297 +4%
Swiss National Bank
22
Swiss National Bank
Switzerland
$75.7M -$1.06M -15,000 -1%
ORIO
23
Old Republic International (ORI)
Illinois
$67.5M -$5.28M -75,000 -7%
Amundi
24
Amundi
France
$61.4M +$989K +14,066 +1%
Victory Capital Management
25
Victory Capital Management
Texas
$58.2M +$4.54M +64,605 +8%