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Principal Financial Group
PFG

Overview Fund Activity

684 hedge funds and large institutions have $12.5B invested in Principal Financial Group in 2022 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 238 increasing their positions, 236 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
684
Holders Change
+4
Holders Change %
+0.59%
% of All Funds
11.57%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
67
Increased
238
Reduced
236
Closed
53
Calls
$17.3M
Puts
$7.59M
Net Calls
+$9.71M
Net Calls Change
+$440K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.3B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$265M
3
Norges Bank
3
Norges Bank
Norway
$172M
4
N
4
Natixis
France
$51M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$110M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$794M
2
Morgan Stanley
2
Morgan Stanley
New York
$200M
3
State Street
3
State Street
Massachusetts
$802M
4
BlackRock
4
BlackRock
New York
$1.5B
5
Goldman Sachs
5
Goldman Sachs
New York
$99.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
226
Achmea Investment Management
Netherlands
$1.39M – – –
SG Americas Securities
227
SG Americas Securities
New York
$1.39M +$473K +7,089 +52%
1832 Asset Management
228
1832 Asset Management
Ontario, Canada
$1.38M -$295K -4,416 -18%
EMPI
229
Elo Mutual Pension Insurance
Finland
$1.38M -$17.2K -257 -1%
Creative Planning
230
Creative Planning
Kansas
$1.37M +$146K +2,185 +12%
Allspring Global Investments
231
Allspring Global Investments
North Carolina
$1.36M -$41.2K -618 -3%
BA
232
Bridgewater Associates
Connecticut
$1.34M -$549K -8,218 -29%
V
233
Veritable
Delaware
$1.33M +$48.5K +726 +4%
TCM
234
Twin Capital Management
Pennsylvania
$1.33M -$4.67K -70 -0.3%
OC
235
Oppenheimer & Co
New York
$1.33M +$206K +3,086 +18%
IMRF
236
Illinois Municipal Retirement Fund
Illinois
$1.31M +$467K +6,994 +55%
OTPPB
237
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.3M +$743K +11,129 +133%
CGH
238
Crossmark Global Holdings
Texas
$1.29M -$4.68K -70 -0.4%
MSRPS
239
Maryland State Retirement & Pension System
Maryland
$1.29M -$47.2K -706 -4%
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$1.28M +$178K +2,663 +16%
SAM
241
Securian Asset Management
Minnesota
$1.27M -$44.7K -669 -3%
CIBC World Market
242
CIBC World Market
Ontario, Canada
$1.25M +$30.1K +451 +2%
MA
243
Montag & Associates
Georgia
$1.24M -$66.8K -1,000 -5%
Janney Montgomery Scott
244
Janney Montgomery Scott
Pennsylvania
$1.24M +$57.7K +848 +5%
AG
245
Ascent Group
Virginia
$1.23M +$107K +1,595 +9%
RIM
246
Redwood Investment Management
Arizona
$1.23M -$4.47K -67 -0.4%
RT
247
Rockland Trust
Massachusetts
$1.21M -$56.4K -845 -4%
Truist Financial
248
Truist Financial
North Carolina
$1.2M +$163K +2,439 +16%
BMSSC
249
B. Metzler seel. Sohn & Co
Germany
$1.19M -$59.6K -892 -5%
VPIM
250
Vanguard Personalized Indexing Management
California
$1.19M +$423K +6,333 +55%
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