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Principal Financial Group
PFG

Overview Fund Activity

776 hedge funds and large institutions have $13.8B invested in Principal Financial Group in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 254 increasing their positions, 288 reducing their positions, and 82 closing their positions.

Holders
776
Holders Change
-13
Holders Change %
-1.65%
% of All Funds
11.23%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
78
Increased
254
Reduced
288
Closed
82
Calls
$26.5M
Puts
$16.9M
Net Calls
+$9.58M
Net Calls Change
+$7.09M

Top Buyers

1
Invesco
1
Invesco
Georgia
$282M
2
Bank of America
2
Bank of America
North Carolina
$956M
3
Goldman Sachs
3
Goldman Sachs
New York
$149M
4
Amundi
4
Amundi
France
$94.1M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$40M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$426M
3
MPI
3
Mairs & Power Inc
Minnesota
$74.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.36B
5
Jane Street
5
Jane Street
New York
$719K
Name Market Value Shares Shares
Change 		Shares
Change %
SVWAG
226
Sound View Wealth Advisors Group
Georgia
$2.1M 24,441 +5,626 +30%
Public Employees Retirement Association of Colorado
227
Public Employees Retirement Association of Colorado
Colorado
$2.09M 24,295 – –
Thrivent Financial for Lutherans
228
Thrivent Financial for Lutherans
Minnesota
$2.08M 24,149 -40,077 -62%
SFI
229
Siemens Fonds Invest
Germany
$2.07M 24,039 -853 -3%
SMDAM
230
Sumitomo Mitsui DS Asset Management
Japan
$2.04M 23,705 +257 +1%
US Bancorp
231
US Bancorp
Minnesota
$2.03M 23,679 -155 -0.7%
Mercer Global Advisors
232
Mercer Global Advisors
Colorado
$2M 23,431 +3,216 +16%
DT
233
Diversified Trust
Tennessee
$2M 23,258 +43 +0.2%
CB
234
Commerce Bank
Missouri
$1.96M 22,862 -813 -3%
AQR Capital Management
235
AQR Capital Management
Connecticut
$1.91M 22,349 +8,898 +66%
Janney Montgomery Scott
236
Janney Montgomery Scott
Pennsylvania
$1.87M 21,764 +2,933 +16%
EMPI
237
Elo Mutual Pension Insurance
Finland
$1.78M 20,728 +780 +4%
SO
238
STRS Ohio
Ohio
$1.77M 20,587 -2,054 -9%
Two Sigma Advisers
239
Two Sigma Advisers
New York
$1.75M 20,400 +20,400 New
CL
240
Choreo LLC
Illinois
$1.75M 20,538 +5,441 +36%
Northwestern Mutual Wealth Management
241
Northwestern Mutual Wealth Management
Wisconsin
$1.74M 20,205 -1,539 -7%
O
242
Ossiam
France
$1.73M 20,140 -5,458 -21%
WCBA
243
Weaver C. Barksdale & Associates
Tennessee
$1.73M 20,140 -778 -4%
QCM
244
QRG Capital Management
Illinois
$1.69M 19,652 -1,339 -6%
Federated Hermes
245
Federated Hermes
Pennsylvania
$1.68M 19,517 +87 +0.4%
GIBU
246
Gulf International Bank (UK)
United Kingdom
$1.64M 19,116 -942 -5%
SSA
247
Schonfeld Strategic Advisors
New York
$1.62M 18,864 -54,408 -74%
KPWS
248
Kestra Private Wealth Services
Texas
$1.61M 18,800 -1,128 -6%
ACM
249
Aquatic Capital Management
Illinois
$1.6M 18,600 +13,500 +265%
RIM
250
Redwood Investment Management
Arizona
$1.57M 18,245 +713 +4%
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