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Principal Financial Group

789 hedge funds and large institutions have $13B invested in Principal Financial Group in 2024 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 284 increasing their positions, 252 reducing their positions, and 54 closing their positions.

Holders
789
Holders Change
+30
Holders Change %
+3.95%
% of All Funds
11.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
93
Increased
284
Reduced
252
Closed
54
Calls
$21.2M
Puts
$18.7M
Net Calls
+$2.49M
Net Calls Change
+$2.2M
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.18B 27,749,824 -287,704 -1%
BlackRock
2
BlackRock
New York
$1.55B 19,763,056 +331,151 +2%
NLI
3
Nippon Life Insurance
Japan
$1.42B 18,137,000
Bank of America
4
Bank of America
North Carolina
$841M 10,716,882 -251,382 -2%
State Street
5
State Street
Massachusetts
$750M 9,558,150 -98,963 -1%
Capital Research Global Investors
6
Capital Research Global Investors
California
$518M 6,603,902 +1,604 +0%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$425M 5,429,454 +26,087 +0.5%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$348M 4,434,395 -48,846 -1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$306M 3,905,124 +39,854 +1%
Northern Trust
10
Northern Trust
Illinois
$274M 3,489,868 -90,738 -3%
Norges Bank
11
Norges Bank
Norway
$255M 3,251,668 +271,245 +9%
Morgan Stanley
12
Morgan Stanley
New York
$225M 2,867,685 +162,944 +6%
Invesco
13
Invesco
Georgia
$204M 2,605,800 -76,432 -3%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$184M 2,343,840 +86,512 +4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$149M 1,903,138 +53,516 +3%
Legal & General Group
16
Legal & General Group
United Kingdom
$136M 1,736,683 -101,962 -6%
UBS AM
17
UBS AM
Illinois
$132M 1,679,343 +483,534 +40%
Goldman Sachs
18
Goldman Sachs
New York
$117M 1,489,728 +103,747 +7%
HSBC Holdings
19
HSBC Holdings
United Kingdom
$113M 1,443,115 -16,962 -1%
Charles Schwab
20
Charles Schwab
California
$109M 1,384,888 +20,854 +2%
MPI
21
Mairs & Power Inc
Minnesota
$94.8M 1,207,976 -20,338 -2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$86.1M 1,097,107 -34,464 -3%
Deutsche Bank
23
Deutsche Bank
Germany
$78.8M 1,004,825 +298,265 +42%
UBS Group
24
UBS Group
Switzerland
$68.6M 874,505 -67,441 -7%
Amundi
25
Amundi
France
$67.6M 853,694 -553,213 -39%