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Principal Financial Group
PFG

Overview Fund Activity

778 hedge funds and large institutions have $15.1B invested in Principal Financial Group in 2022 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 270 increasing their positions, 234 reducing their positions, and 47 closing their positions.

Holders
778
Holders Change
+78
Holders Change %
+11.14%
% of All Funds
12.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
137
Increased
270
Reduced
234
Closed
47
Calls
$20.7M
Puts
$10.7M
Net Calls
+$9.97M
Net Calls Change
+$2.39M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$238M
2
Morgan Stanley
2
Morgan Stanley
New York
$379M
3
BlackRock
3
BlackRock
New York
$1.97B
4
Goldman Sachs
4
Goldman Sachs
New York
$156M
5
CS
5
Credit Suisse
Switzerland
$65.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.41B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$713M
3
Norges Bank
3
Norges Bank
Norway
$78.9M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$255M
5
Ameriprise
5
Ameriprise
Minnesota
$82M
Name Market Value Shares Shares
Change 		Shares
Change %
Janus Henderson Group
226
Janus Henderson Group
United Kingdom
$2.44M 29,072 -20,814 -42%
Mackenzie Financial
227
Mackenzie Financial
Ontario, Canada
$2.43M 28,911 -1,438 -5%
Truist Financial
228
Truist Financial
North Carolina
$2.4M 28,647 -517 -2%
NAM
229
Nissay Asset Management
Japan
$2.36M 28,109 +596 +2%
National Bank of Canada
230
National Bank of Canada
Quebec, Canada
$2.27M 27,118 +5,906 +28%
CNB
231
Czech National Bank
Czech Republic
$2.24M 26,642 -271 -1%
LS
232
Livforsakringsbolaget Skandia
Sweden
$2.18M 26,041 -5,700 -18%
DF
233
Donoghue Forlines
Massachusetts
$2.18M 25,971 +10,561 +69%
WCBA
234
Weaver C. Barksdale & Associates
Tennessee
$2.12M 25,289 +656 +3%
OTPPB
235
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.12M 25,240 +809 +3%
CAN
236
Cetera Advisor Networks
California
$2.08M 24,805 +6,438 +35%
Janney Montgomery Scott
237
Janney Montgomery Scott
Pennsylvania
$2.08M 24,770 +548 +2%
IMRF
238
Illinois Municipal Retirement Fund
Illinois
$2.07M 24,627 +4,947 +25%
Mariner
239
Mariner
Kansas
$2.05M 24,448 +3,081 +14%
BOSSRA
240
B.O.S.S. Retirement Advisors
Utah
$1.99M 23,698 +23,698 New
WBC
241
Westpac Banking Corp
Australia
$1.98M 23,648 +531 +2%
SO
242
STRS Ohio
Ohio
$1.95M 23,268 +1,925 +9%
CM
243
Columbus Macro
Pennsylvania
$1.94M 23,133 -2,095 -8%
AG
244
Ascent Group
Virginia
$1.94M 23,061 +1,707 +8%
Bank of Nova Scotia
245
Bank of Nova Scotia
Ontario, Canada
$1.93M 23,038 -4 -0%
HIMCH
246
Hartford Investment Management Co (HIMCO)
Connecticut
$1.93M 22,947 -1,370 -6%
PAG
247
Private Advisor Group
New Jersey
$1.92M 34,082 +4,063 +14%
Stifel Financial
248
Stifel Financial
Missouri
$1.89M 22,485 -1,057 -4%
MML Investors Services
249
MML Investors Services
Massachusetts
$1.88M 22,344 +9,485 +74%
TRSOTSOK
250
Teachers Retirement System of the State of Kentucky
Kentucky
$1.86M 22,109 – –
8 9
10
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