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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 Holding Trade Value Shares
Change 		Shares
Change %
BCIM
251
British Columbia Investment Management
British Columbia, Canada
$1.85M -$238K -2,832 -11%
CI
252
Conning Inc
Connecticut
$1.85M +$372K +4,427 +25%
BPC
253
Banque Pictet & Cie
Switzerland
$1.85M -$87.4K -1,042 -5%
Creative Planning
254
Creative Planning
Kansas
$1.83M +$237K +2,830 +15%
VI
255
Vestcor Inc
New Brunswick, Canada
$1.82M -$3.86K -46 -0.2%
M&T Bank
256
M&T Bank
New York
$1.78M +$119K +1,420 +7%
N
257
Natixis
France
$1.73M +$447K +5,328 +35%
Northwestern Mutual Wealth Management
258
Northwestern Mutual Wealth Management
Wisconsin
$1.71M +$185K +2,203 +12%
CA
259
CoreCap Advisors
Michigan
$1.71M +$260K +3,093 +18%
Holocene Advisors
260
Holocene Advisors
New York
$1.65M +$1.65M +19,707 New
VPIM
261
Vanguard Personalized Indexing Management
California
$1.64M -$6.88K -82 -0.4%
SMDAM
262
Sumitomo Mitsui DS Asset Management
Japan
$1.63M +$13K +155 +0.8%
Thrivent Financial for Lutherans
263
Thrivent Financial for Lutherans
Minnesota
$1.62M +$233K +2,757 +17%
EMPI
264
Elo Mutual Pension Insurance
Finland
$1.62M +$26.5K +316 +2%
MSRPS
265
Maryland State Retirement & Pension System
Maryland
$1.62M +$1.62M +19,249 New
FIM
266
Freedom Investment Management
Connecticut
$1.61M -$171K -2,035 -10%
KWM
267
Kingsview Wealth Management
Oregon
$1.6M -$2.17M -25,907 -58%
SAM
268
Securian Asset Management
Minnesota
$1.59M +$17.5K +208 +1%
FM
269
Foster & Motley
Ohio
$1.59M +$357K +4,258 +29%
Daiwa Securities Group
270
Daiwa Securities Group
Japan
$1.59M +$142K +1,687 +10%
OC
271
Oppenheimer & Co
New York
$1.58M -$41.8K -498 -3%
VVP
272
Venture Visionary Partners
Ohio
$1.56M +$189K +2,248 +14%
MA
273
Montag & Associates
Georgia
$1.56M – – –
KRS
274
Kentucky Retirement Systems
Kentucky
$1.53M +$6.71K +80 +0.4%
TPA
275
Trivium Point Advisory
Connecticut
$1.51M +$21.4K +245 +1%
9 10
11
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