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Principal Financial Group

794 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, 285 increasing their positions, 254 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 55

13% more call options, than puts

Call options by funds: $21.2M | Put options by funds: $18.7M

12% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 254

4% more funds holding

Funds holding: 765794 (+29)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.18% less ownership

Funds ownership: 70.85%70.67% (-0.18%)

10% less capital invested

Capital invested by funds: $14.4B → $13B (-$1.41B)

Holders
794
Holders Change
+29
Holders Change %
+3.79%
% of All Funds
11.47%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
93
Increased
285
Reduced
254
Closed
55
Calls
$21.2M
Puts
$18.7M
Net Calls
+$2.49M
Net Calls Change
+$2.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.18B -$23.4M -287,704 -1%
BlackRock
2
BlackRock
New York
$1.55B +$26.9M +331,151 +2%
NLI
3
Nippon Life Insurance
Japan
$1.42B
Bank of America
4
Bank of America
North Carolina
$841M -$20.4M -251,382 -2%
State Street
5
State Street
Massachusetts
$750M -$8.04M -98,963 -1%
Capital Research Global Investors
6
Capital Research Global Investors
California
$518M +$130K +1,604 +0%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$425M +$2.12M +26,087 +0.5%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$348M -$3.97M -48,846 -1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$306M +$3.24M +39,854 +1%
Northern Trust
10
Northern Trust
Illinois
$274M -$7.37M -90,738 -3%
Norges Bank
11
Norges Bank
Norway
$255M +$22M +271,245 +9%
Morgan Stanley
12
Morgan Stanley
New York
$225M +$13.2M +162,944 +6%
Invesco
13
Invesco
Georgia
$204M -$6.21M -76,432 -3%
JP Morgan Chase
14
JP Morgan Chase
New York
$184M +$7.03M +86,512 +4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$149M +$4.35M +53,516 +3%
Legal & General Group
16
Legal & General Group
United Kingdom
$136M -$8.28M -101,962 -6%
UBS AM
17
UBS AM
Illinois
$132M +$39.3M +483,534 +40%
Goldman Sachs
18
Goldman Sachs
New York
$117M +$8.42M +103,747 +7%
HSBC Holdings
19
HSBC Holdings
United Kingdom
$113M -$1.38M -16,962 -1%
Charles Schwab
20
Charles Schwab
California
$109M +$1.69M +20,854 +2%
MPI
21
Mairs & Power Inc
Minnesota
$94.8M -$1.65M -20,338 -2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$86.1M -$2.8M -34,464 -3%
Deutsche Bank
23
Deutsche Bank
Germany
$78.8M +$24.2M +298,265 +42%
UBS Group
24
UBS Group
Switzerland
$68.6M -$5.48M -67,441 -7%
Amundi
25
Amundi
France
$67.6M -$44.9M -553,213 -39%