PFG icon

Principal Financial Group
PFG

Overview Fund Activity

680 hedge funds and large institutions have $13.7B invested in Principal Financial Group in 2022 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 231 increasing their positions, 214 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
+23
Holders Change %
+3.5%
% of All Funds
10.76%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
89
Increased
231
Reduced
214
Closed
56
Calls
$14.2M
Puts
$4.92M
Net Calls
+$9.27M
Net Calls Change
+$10.9M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$288M
2
Bank of America
Bank of America
North Carolina
$1.03B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$83.2M
4
BlackRock
BlackRock
New York
$1.71B
5
SSA
Schonfeld Strategic Advisors
New York
$20.1M

Top Sellers

1
CS
Credit Suisse
Switzerland
$37.4M
2
Capital Research Global Investors
Capital Research Global Investors
California
$958M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$141M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$51.2M
5
Barclays
Barclays
United Kingdom
$36.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
251
OneDigital Investment Advisors
Kansas
$1.3M -$24K -327 -2%
TRSOTSOK
252
Teachers Retirement System of the State of Kentucky
Kentucky
$1.3M -$56.3K -767 -4%
Janney Montgomery Scott
253
Janney Montgomery Scott
Pennsylvania
$1.27M -$51.6K -703 -4%
X
254
Xponance
Pennsylvania
$1.26M +$48.3K +658 +4%
Franklin Resources
255
Franklin Resources
California
$1.24M -$94.9K -1,292 -7%
AG
256
Ascent Group
Virginia
$1.23M +$1.23M +16,800 New
OC
257
Oppenheimer & Co
New York
$1.23M +$108K +1,467 +10%
Stifel Financial
258
Stifel Financial
Missouri
$1.22M -$3.72M -50,701 -75%
Northwestern Mutual Wealth Management
259
Northwestern Mutual Wealth Management
Wisconsin
$1.21M +$60.3K +822 +5%
GAM
260
Gotham Asset Management
New York
$1.21M +$413K +5,625 +52%
Daiwa Securities Group
261
Daiwa Securities Group
Japan
$1.21M +$74.3K +1,012 +7%
PA
262
PSI Advisors
Florida
$1.18M +$7.56K +103 +0.6%
LSERS
263
Louisiana State Employees Retirement System
Louisiana
$1.17M -$7.62K -100 -0.6%
TPA
264
Trivium Point Advisory
Connecticut
$1.16M +$1.16M +15,735 New
PAM
265
Panagora Asset Management
Massachusetts
$1.16M +$415K +5,657 +56%
ZIG
266
Zurich Insurance Group
Switzerland
$1.15M – – –
DADC
267
D.A. Davidson & Co
Montana
$1.15M -$12.5K -171 -1%
TI
268
Tidal Investments
Wisconsin
$1.15M +$105K +1,434 +10%
Truist Financial
269
Truist Financial
North Carolina
$1.14M -$22K -300 -2%
KRS
270
Kentucky Retirement Systems
Kentucky
$1.14M +$43.1K +587 +4%
ACM
271
AlphaCrest Capital Management
New York
$1.13M +$701K +9,556 +164%
Nordea Investment Management
272
Nordea Investment Management
Sweden
$1.11M – – –
FG
273
Foster Group
Iowa
$1.1M -$32.4K -441 -3%
MLICM
274
Metropolitan Life Insurance Company (MetLife)
New York
$1.1M -$990K -13,488 -47%
EOJOAM
275
E. Ohman J:or Asset Management
Sweden
$1.08M – – –
9 10
11
12 13