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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 %
OIA
251
OneDigital Investment Advisors
Kansas
$1.18M +$200 +3 +0%
KRS
252
Kentucky Retirement Systems
Kentucky
$1.17M +$131K +1,956 +13%
Franklin Resources
253
Franklin Resources
California
$1.16M +$36.1K +540 +3%
Daiwa Securities Group
254
Daiwa Securities Group
Japan
$1.15M +$48.8K +731 +4%
TI
255
Tidal Investments
Wisconsin
$1.12M +$74.4K +1,114 +7%
SMDAM
256
Sumitomo Mitsui DS Asset Management
Japan
$1.11M -$868K -12,991 -44%
TPA
257
Trivium Point Advisory
Connecticut
$1.1M +$46.6K +695 +4%
IF
258
Intrua Financial
Texas
$1.1M +$318K +4,764 +41%
PAM
259
Panagora Asset Management
Massachusetts
$1.09M +$31.4K +470 +3%
CS
260
Candriam SCA
Luxembourg
$1.09M -$372K -5,578 -26%
Neuberger Berman Group
261
Neuberger Berman Group
New York
$1.08M +$150K +2,205 +16%
Nordea Investment Management
262
Nordea Investment Management
Sweden
$1.06M +$84.1K +1,281 +9%
DADC
263
D.A. Davidson & Co
Montana
$1.04M -$5.88K -88 -0.6%
PA
264
PSI Advisors
Florida
$1.02M -$55.7K -834 -5%
CA
265
CoreCap Advisors
Michigan
$1.01M +$199K +2,973 +24%
PAS
266
Park Avenue Securities
New York
$1.01M +$73.2K +1,096 +8%
FM
267
Foster & Motley
Ohio
$1.01M +$89.9K +1,346 +10%
AIM
268
Acropolis Investment Management
Missouri
$998K +$63.3K +948 +7%
OAM
269
Oppenheimer Asset Management
New York
$982K -$780K -11,668 -44%
FG
270
Foster Group
Iowa
$964K -$40.3K -603 -4%
S
271
Seeyond
France
$961K +$329K +4,921 +52%
LSERS
272
Louisiana State Employees Retirement System
Louisiana
$952K -$25.6K -400 -3%
MLICM
273
Metropolitan Life Insurance Company (MetLife)
New York
$945K -$56K -839 -6%
NB
274
Norinchukin Bank
Japan
$934K +$271K +4,063 +41%
GCM
275
Glaxis Capital Management
Florida
$920K +$8.61K +129 +0.9%
9 10
11
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