Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Principal Funds Inc - Principal LargeCap S&P 500 Index Fund Institutional Class include
.
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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File Date |
Source |
Investor |
|
Type |
Avg Price (Est) |
Shares |
Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
2025-06-23 |
NP |
PLKJX - Principal LifeTime Hybrid 2070 Fund Class J
|
|
|
|
147,041 |
31.15 |
3,955 |
21.24 |
|
2025-06-23 |
NP |
PLTAX - Principal LifeTime 2060 Fund Class J
|
|
|
|
4,561,660 |
0.36 |
122,709 |
-7.23 |
|
2025-06-23 |
NP |
PHTUX - Principal LifeTime Hybrid 2050 Fund Institutional Class
|
|
|
|
9,773,172 |
6.76 |
262,898 |
-1.32 |
|
2025-06-23 |
NP |
PHTNX - Principal LifeTime Hybrid 2030 Fund Institutional Class
|
|
|
|
13,378,727 |
4.08 |
359,888 |
-3.79 |
|
2025-06-23 |
NP |
PHTYX - Principal LifeTime Hybrid 2045 Fund Institutional Class
|
|
|
|
9,791,324 |
3.06 |
263,387 |
-4.73 |
|
2025-06-23 |
NP |
LTFDX - Principal LifeTime 2055 Fund R-3
|
|
|
|
4,728,812 |
0.21 |
127,205 |
-7.37 |
|
2025-06-23 |
NP |
PLTNX - Principal LifeTime Hybrid 2055 Fund Institutional Class
|
|
|
|
6,275,746 |
6.80 |
168,818 |
-1.28 |
|
2025-06-23 |
NP |
PHTJX - Principal LifeTime Hybrid 2035 Fund Institutional Class
|
|
|
|
10,873,232 |
3.11 |
292,490 |
-4.69 |
|
2025-06-23 |
NP |
PLJIX - Principal LifeTime 2065 Institutional Class
|
|
|
|
1,011,236 |
4.04 |
27,202 |
-3.83 |
|
2025-06-23 |
NP |
PLTGX - Principal LifeTime 2070 Fund Institutional Class
|
|
|
|
265,430 |
24.42 |
7,140 |
15.01 |
|
2025-06-23 |
NP |
PLTHX - Principal LifeTime Hybrid 2060 Fund Institutional Class
|
|
|
|
3,380,137 |
8.17 |
90,926 |
-0.01 |
|
2025-06-23 |
NP |
PHTFX - Principal LifeTime Hybrid Income Fund Institutional Class
|
|
|
|
1,236,769 |
5.46 |
33,269 |
-2.52 |
|
2025-06-23 |
NP |
PHTQX - Principal LifeTime Hybrid 2025 Fund Institutional Class
|
|
|
|
9,705,433 |
1.83 |
261,076 |
-5.86 |
|
2025-06-23 |
NP |
PLHHX - Principal LifeTime Hybrid 2065 Institutional Class
|
|
|
|
1,237,562 |
14.31 |
33,290 |
5.67 |
|
2025-06-23 |
NP |
PHTMX - Principal LifeTime Hybrid 2015 Fund Institutional Class
|
|
|
|
2,731,950 |
8.35 |
73,489 |
0.16 |
|
2025-06-23 |
NP |
PLTQX - Principal LifeTime Hybrid 2040 Fund Institutional Class
|
|
|
|
15,054,601 |
6.47 |
404,969 |
-1.58 |
|