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Principal Financial Group

737 hedge funds and large institutions have $13.4B invested in Principal Financial Group in 2023 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 277 increasing their positions, 244 reducing their positions, and 94 closing their positions.

Holders
737
Holders Change
-41
Holders Change %
-5.27%
% of All Funds
11.8%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
70
Increased
277
Reduced
244
Closed
94
Calls
$22.6M
Puts
$14.5M
Net Calls
+$8.04M
Net Calls Change
-$1.93M
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.21B 29,740,178 +1,459,820 +5%
BlackRock
2
BlackRock
New York
$1.59B 21,447,933 -2,054,834 -9%
NLI
3
Nippon Life Insurance
Japan
$1.35B 18,137,000
Bank of America
4
Bank of America
North Carolina
$1.23B 16,593,788 -231,433 -1%
State Street
5
State Street
Massachusetts
$735M 9,888,150 -1,973,865 -17%
Capital Research Global Investors
6
Capital Research Global Investors
California
$620M 8,335,972 -162,073 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$409M 5,515,839 -78,891 -1%
First Trust Advisors
8
First Trust Advisors
Illinois
$364M 4,902,024 +2,063,939 +73%
Northern Trust
9
Northern Trust
Illinois
$294M 3,958,748 +12,832 +0.3%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$271M 3,645,475 -181,843 -5%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$221M 2,977,457 -56,968 -2%
Morgan Stanley
12
Morgan Stanley
New York
$215M 2,893,864 -1,620,260 -36%
Norges Bank
13
Norges Bank
Norway
$196M 2,641,254 +1,700,606 +181%
Goldman Sachs
14
Goldman Sachs
New York
$177M 2,379,225 +518,552 +28%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$161M 2,164,641 +173,672 +9%
Legal & General Group
16
Legal & General Group
United Kingdom
$135M 1,817,299 -8,599 -0.5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$135M 1,809,743 -62,002 -3%
Invesco
18
Invesco
Georgia
$134M 1,799,708 -185,947 -9%
Charles Schwab
19
Charles Schwab
California
$95.2M 1,281,221 -3,629,184 -74%
MPI
20
Mairs & Power Inc
Minnesota
$90.6M 1,218,735 -76,182 -6%
UBS AM
21
UBS AM
Illinois
$82.5M 1,109,980 -154,162 -12%
Swiss National Bank
22
Swiss National Bank
Switzerland
$72.2M 971,100 -41,900 -4%
CS
23
Credit Suisse
Switzerland
$58.9M 792,476 +7,747 +1%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$55.4M 745,097 -83,592 -10%
Victory Capital Management
25
Victory Capital Management
Texas
$53.1M 713,996 -167,508 -19%