[REVISION HISTORY]
Institutional investment shifts in Principal Financial Group
Updated 1 time since CLSTR started tracking revisions of this situation.
What changed
2026-08-16 08:34 UTC → 2026-08-16 09:11 UTC ·
added
removed
Recent SEC filings indicate varied institutional trading activity involving Principal Financial Group and its associated investments during the second quarter. Principal Financial Group adjusted its own portfolio by increasing its stake in Nicolet Bankshares Inc. by 344.3% while reducing its position in NIKE, Inc. by 5.8%. Regarding Principal Financial Group itself, institutional movements were mixed. Assenagon Asset Management S. A. reduced its stake by 94.2%, whereas leaving the fund with 6,152 shares valued at approximately $663,000. In contrast, Handelsbanken Fonder AB increased its holdings by 72.8%. 72.8%, bringing its total position to 29,084 shares valued at approximately $3,135,000. Additionally, EverSource Wealth Advisors LLC increased its stake by 96.2% and Cerity Partners LLC both increased their positions in the company. boosted its position by 9.1%. Overall, institutional investors hold maintain a 75.08% ownership stake in Principal Financial Group.
Versions
- 2026-08-16 09:11 UTC Institutional investment shifts in Principal Financial Group
- 2026-08-16 08:34 UTC Institutional investment shifts in Principal Financial Group
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