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Principal Financial Group

705 hedge funds and large institutions have $13.3B invested in Principal Financial Group in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 227 increasing their positions, 246 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $15.1M | Put options by funds: $7.53M

43% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 56

6% more capital invested

Capital invested by funds: $12.6B → $13.3B (+$756M)

2% more funds holding

Funds holding: 689705 (+16)

0.48% less ownership

Funds ownership: 74.62%74.14% (-0.48%)

8% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 246

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
705
Holders Change
+16
Holders Change %
+2.32%
% of All Funds
12.14%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
80
Increased
227
Reduced
246
Closed
56
Calls
$15.1M
Puts
$7.53M
Net Calls
+$7.58M
Net Calls Change
-$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.05B -$10.4M -144,650 -0.5%
BlackRock
2
BlackRock
New York
$1.58B -$45.7M -636,893 -3%
Bank of America
3
Bank of America
North Carolina
$1.43B +$25.2M +351,221 +2%
NLI
4
Nippon Life Insurance
Japan
$1.31B
State Street
5
State Street
Massachusetts
$867M +$1.23M +17,083 +0.1%
Capital Research Global Investors
6
Capital Research Global Investors
California
$732M -$125M -1,739,995 -15%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$403M +$47.1M +656,094 +13%
Charles Schwab
8
Charles Schwab
California
$325M +$19.6M +272,560 +6%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$312M +$25.6M +356,299 +9%
Northern Trust
10
Northern Trust
Illinois
$288M -$5.52M -76,817 -2%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$268M +$3.42M +47,675 +1%
Morgan Stanley
12
Morgan Stanley
New York
$195M -$21.8M -303,693 -10%
Invesco
13
Invesco
Georgia
$187M -$29.6M -412,310 -14%
Norges Bank
14
Norges Bank
Norway
$178M -$7.46M -103,927 -4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$162M +$18.7M +259,942 +13%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$146M +$27.6M +383,872 +23%
Legal & General Group
17
Legal & General Group
United Kingdom
$137M -$8.08M -112,496 -6%
Ameriprise
18
Ameriprise
Minnesota
$120M -$18.6M -259,533 -14%
Goldman Sachs
19
Goldman Sachs
New York
$102M -$5.95M -82,897 -6%
MPI
20
Mairs & Power Inc
Minnesota
$99.6M +$43.5K +605 +0%
Amundi
21
Amundi
France
$80.6M +$1.55M +21,569 +2%
Swiss National Bank
22
Swiss National Bank
Switzerland
$79M -$2.74M -38,100 -3%
UBS AM
23
UBS AM
Illinois
$77.9M -$11.9M -165,394 -13%
Victory Capital Management
24
Victory Capital Management
Texas
$64.8M +$1.98M +27,568 +3%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$54.3M -$947K -13,181 -2%