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Principal Financial Group

716 hedge funds and large institutions have $12.4B invested in Principal Financial Group in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 215 increasing their positions, 280 reducing their positions, and 65 closing their positions.

Holders
716
Holders Change
-9
Holders Change %
-1.24%
% of All Funds
11.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
65
Increased
215
Reduced
280
Closed
65
Calls
$18M
Puts
$10.1M
Net Calls
+$7.81M
Net Calls Change
+$1.97M
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.09B 29,034,408 -422,011 -1%
BlackRock
2
BlackRock
New York
$1.41B 19,538,217 -379,690 -2%
NLI
3
Nippon Life Insurance
Japan
$1.31B 18,137,000
Bank of America
4
Bank of America
North Carolina
$872M 12,096,839 -1,625,781 -12%
State Street
5
State Street
Massachusetts
$712M 9,872,652 -274,119 -3%
Capital Research Global Investors
6
Capital Research Global Investors
California
$706M 9,796,073 +646,962 +7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$372M 5,163,150 -440,294 -8%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$319M 4,423,975 +575,646 +15%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$283M 3,922,987 +50,148 +1%
Northern Trust
10
Northern Trust
Illinois
$283M 3,920,915 +16,052 +0.4%
Norges Bank
11
Norges Bank
Norway
$198M 2,741,216 +40,981 +2%
First Trust Advisors
12
First Trust Advisors
Illinois
$190M 2,639,316 -22,676 -0.9%
Morgan Stanley
13
Morgan Stanley
New York
$188M 2,613,880 -48,641 -2%
Invesco
14
Invesco
Georgia
$161M 2,231,757 +249,127 +13%
Legal & General Group
15
Legal & General Group
United Kingdom
$145M 2,006,272 -88,615 -4%
Goldman Sachs
16
Goldman Sachs
New York
$141M 1,957,656 -387,017 -17%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$133M 1,846,670 -156,216 -8%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$118M 1,633,908 -125,415 -7%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$104M 1,437,428 +963,764 +203%
Charles Schwab
20
Charles Schwab
California
$92.4M 1,281,761 +3,190 +0.2%
HSBC Holdings
21
HSBC Holdings
United Kingdom
$87.3M 1,210,985 +456,455 +60%
MPI
22
Mairs & Power Inc
Minnesota
$86M 1,193,278 -9,381 -0.8%
UBS AM
23
UBS AM
Illinois
$83.7M 1,161,662 +51,682 +5%
Swiss National Bank
24
Swiss National Bank
Switzerland
$56.3M 780,900 -96,700 -11%
Amundi
25
Amundi
France
$52.5M 752,369 +84,062 +13%