PFG icon

Principal Financial Group

657 hedge funds and large institutions have $14.2B invested in Principal Financial Group in 2021 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 202 increasing their positions, 213 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
+40
Holders Change %
+6.48%
% of All Funds
10.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
109
Increased
202
Reduced
213
Closed
61
Calls
$26.4M
Puts
$28.1M
Net Calls
-$1.61M
Net Calls Change
+$12M
Name Holding Trade Value Shares
Change
Shares
Change %
PHK
276
Point72 Hong Kong
Hong Kong
$952K +$952K +13,158 New
Neuberger Berman Group
277
Neuberger Berman Group
New York
$950K +$229K +3,882 +32%
TA
278
TKG Advisors
Indiana
$945K +$945K +13,062 New
M&T Bank
279
M&T Bank
New York
$943K -$189K -2,614 -17%
CAGAS
280
Capital Advisory Group Advisory Services
Minnesota
$943K +$35.6K +492 +4%
AWM
281
Adams Wealth Management
Utah
$937K -$102K -1,412 -10%
HighTower Advisors
282
HighTower Advisors
Illinois
$926K +$90.8K +1,257 +11%
KAS
283
Kestra Advisory Services
Texas
$924K +$63.2K +874 +7%
LS
284
Livforsakringsbolaget Skandia
Sweden
$921K
IMRF
285
Illinois Municipal Retirement Fund
Illinois
$918K +$275K +3,806 +43%
GCA
286
Greenwood Capital Associates
South Carolina
$916K +$171K +2,363 +23%
AIM
287
Acropolis Investment Management
Missouri
$903K +$128K +1,768 +17%
Mariner
288
Mariner
Kansas
$873K +$79.1K +1,094 +10%
SAM
289
Sompo Asset Management
Japan
$845K -$113K -1,560 -12%
OSAM
290
O'Shaughnessy Asset Management
Connecticut
$837K +$787K +10,874 +1,558%
TRCT
291
Tower Research Capital (TRC)
New York
$830K +$639K +8,836 +335%
FM
292
Foster & Motley
Ohio
$826K +$211K +2,922 +34%
BFEC
293
Benjamin F. Edwards & Company
Missouri
$812K -$293K -4,050 -27%
OTPPB
294
Ontario Teachers' Pension Plan Board
Ontario, Canada
$811K +$395K +5,457 +95%
ECM
295
Everence Capital Management
Indiana
$808K
NMIMC
296
Northwestern Mutual Investment Management Company
Wisconsin
$802K -$17.8K -246 -2%
GAM
297
Gotham Asset Management
New York
$787K +$787K +10,879 New
Thrivent Financial for Lutherans
298
Thrivent Financial for Lutherans
Minnesota
$783K -$11.3K -157 -1%
LMAM
299
Legg Mason Asset Management
Japan
$774K -$21.7K -300 -3%
STCOSD
300
Sageworth Trust Company of South Dakota
South Dakota
$773K +$773K +10,687 New