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Principal Financial Group
PFG

Overview Fund Activity

789 hedge funds and large institutions have $13B invested in Principal Financial Group in 2024 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 284 increasing their positions, 252 reducing their positions, and 54 closing their positions.

Holders
789
Holders Change
+30
Holders Change %
+3.95%
% of All Funds
11.48%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
93
Increased
284
Reduced
252
Closed
54
Calls
$21.2M
Puts
$18.7M
Net Calls
+$2.49M
Net Calls Change
+$2.2M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$132M
2
BlackRock
2
BlackRock
New York
$1.55B
3
Deutsche Bank
3
Deutsche Bank
Germany
$78.8M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$27.8M
5
Norges Bank
5
Norges Bank
Norway
$255M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.78M
2
Amundi
2
Amundi
France
$67.6M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$3.01M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$4.11M
5
HF
5
HRT Financial
New York
$1.8M
Name Market Value Shares Shares
Change 		Shares
Change %
DT
251
Diversified Trust
Tennessee
$1.82M 23,215 +710 +3%
HF
252
HRT Financial
New York
$1.8M 22,987 -334,120 -94%
LAM
253
LECAP Asset Management
United Kingdom
$1.8M 22,951 -12,539 -35%
VPIM
254
Vanguard Personalized Indexing Management
California
$1.8M 23,150 +1,509 +7%
Citadel Advisors
255
Citadel Advisors
Florida
$1.78M 22,705 -644,135 -97%
SO
256
STRS Ohio
Ohio
$1.78M 22,641 -1,098 -5%
MCM
257
MAI Capital Management
Ohio
$1.77M 22,545 +81 +0.4%
NRD
258
Nebula Research & Development
New York
$1.77M 22,502 +22,502 New
PAS
259
Point72 Asia (Singapore)
Singapore
$1.71M 21,791 +2,904 +15%
Northwestern Mutual Wealth Management
260
Northwestern Mutual Wealth Management
Wisconsin
$1.71M 21,744 +6,735 +45%
QCM
261
QRG Capital Management
Illinois
$1.65M 20,991 -3,365 -14%
WCBA
262
Weaver C. Barksdale & Associates
Tennessee
$1.64M 20,918 -322 -2%
Handelsbanken Fonder
263
Handelsbanken Fonder
Sweden
$1.58M 20,127 -25,567 -56%
GIBU
264
Gulf International Bank (UK)
United Kingdom
$1.57M 20,058 – –
EMPI
265
Elo Mutual Pension Insurance
Finland
$1.56M 19,948 -1,836 -8%
KPWS
266
Kestra Private Wealth Services
Texas
$1.56M 19,928 +3,516 +21%
Federated Hermes
267
Federated Hermes
Pennsylvania
$1.52M 19,430 +1,370 +8%
Bessemer Group
268
Bessemer Group
New Jersey
$1.51M 19,299 -124 -0.6%
I
269
InceptionR
California
$1.51M 19,276 +19,276 New
Janney Montgomery Scott
270
Janney Montgomery Scott
Pennsylvania
$1.48M 18,831 +504 +3%
SVWAG
271
Sound View Wealth Advisors Group
Georgia
$1.48M 18,815 +1,465 +8%
Nordea Investment Management
272
Nordea Investment Management
Sweden
$1.45M 18,240 +1,127 +7%
OPERF
273
Oregon Public Employees Retirement Fund
Oregon
$1.45M 18,473 -300 -2%
MSRPS
274
Maryland State Retirement & Pension System
Maryland
$1.45M 18,456 – –
Rockefeller Capital Management
275
Rockefeller Capital Management
New York
$1.43M 18,225 +18,225 New
9 10
11
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