PFG icon

Principal Financial Group
PFG

Overview Fund Activity

716 hedge funds and large institutions have $12.4B invested in Principal Financial Group in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 215 increasing their positions, 280 reducing their positions, and 65 closing their positions.

Holders
716
Holders Change
-9
Holders Change %
-1.24%
% of All Funds
11.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
65
Increased
215
Reduced
280
Closed
65
Calls
$18M
Puts
$10.1M
Net Calls
+$7.81M
Net Calls Change
+$1.97M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$104M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$706M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$319M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$87.3M
5
GC
5
Gillson Capital
Illinois
$23.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$872M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$6.11M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$372M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.09B
5
Goldman Sachs
5
Goldman Sachs
New York
$141M
Name Market Value Shares Shares
Change 		Shares
Change %
GIBU
226
Gulf International Bank (UK)
United Kingdom
$1.63M 22,548 -1,976 -8%
BOSSRA
227
B.O.S.S. Retirement Advisors
Utah
$1.59M 22,079 -2,426 -10%
BCIM
228
British Columbia Investment Management
British Columbia, Canada
$1.58M 21,961 +166 +0.8%
FWP
229
FAS Wealth Partners
Kansas
$1.58M 21,924 +1,164 +6%
SEI Investments
230
SEI Investments
Pennsylvania
$1.57M 21,845 -5,495 -20%
1832 Asset Management
231
1832 Asset Management
Ontario, Canada
$1.57M 21,725 -18,669 -46%
BA
232
Bridgewater Associates
Connecticut
$1.56M 21,630 +8,015 +59%
CC
233
Centiva Capital
New York
$1.54M 21,390 +21,390 New
PI
234
PineBridge Investments
New York
$1.54M 21,380 -8,355 -28%
AC
235
Arjuna Capital
North Carolina
$1.52M 21,142 -14,792 -41%
MME
236
Meag Munich Ergo
Germany
$1.52M 21,088 +21,088 New
CM
237
Columbus Macro
Pennsylvania
$1.49M 20,676 -1,247 -6%
TRSOTSOK
238
Teachers Retirement System of the State of Kentucky
Kentucky
$1.49M 20,608 – –
IFU
239
iSAM Funds (UK)
United Kingdom
$1.48M 20,532 +20,532 New
Federated Hermes
240
Federated Hermes
Pennsylvania
$1.47M 20,456 +2,986 +17%
EMPI
241
Elo Mutual Pension Insurance
Finland
$1.47M 20,357 +296 +1%
HighTower Advisors
242
HighTower Advisors
Illinois
$1.46M 20,070 -232 -1%
Stifel Financial
243
Stifel Financial
Missouri
$1.45M 20,098 +2,858 +17%
BPC
244
Banque Pictet & Cie
Switzerland
$1.45M 20,081 -10,294 -34%
Daiwa Securities Group
245
Daiwa Securities Group
Japan
$1.44M 19,946 +1,344 +7%
SO
246
STRS Ohio
Ohio
$1.44M 19,948 -3,345 -14%
MML Investors Services
247
MML Investors Services
Massachusetts
$1.43M 19,783 +3,678 +23%
TI
248
Tidal Investments
Wisconsin
$1.42M 19,754 -3,587 -15%
GDP
249
Great Diamond Partners
Maine
$1.42M 19,695 -127 -0.6%
Northwestern Mutual Wealth Management
250
Northwestern Mutual Wealth Management
Wisconsin
$1.37M 19,065 -1,366 -7%
8 9
10
11 12