PFG icon

Principal Financial Group
PFG

Overview Fund Activity

725 hedge funds and large institutions have $13.2B invested in Principal Financial Group in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 224 increasing their positions, 292 reducing their positions, and 65 closing their positions.

Holders
725
Holders Change
-12
Holders Change %
-1.63%
% of All Funds
11.44%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
58
Increased
224
Reduced
292
Closed
65
Calls
$16.4M
Puts
$10.6M
Net Calls
+$5.85M
Net Calls Change
-$2.19M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$292M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$694M
3
Citadel Advisors
3
Citadel Advisors
Florida
$34.7M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$40M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$29.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$33.3M
2
Bank of America
2
Bank of America
North Carolina
$1.04B
3
First Trust Advisors
3
First Trust Advisors
Illinois
$202M
4
BlackRock
4
BlackRock
New York
$1.51B
5
CS
5
Credit Suisse
Switzerland
$32M
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
276
Cresset Asset Management
Illinois
$1.08M 14,258 +10,720 +303%
UB
277
UMB Bank
Missouri
$1.08M 14,250 -198,544 -93%
GCM
278
Glaxis Capital Management
Florida
$1.07M 14,127 +122 +0.9%
KAS
279
Kestra Advisory Services
Texas
$1.06M 14,025 +1,018 +8%
LSERS
280
Louisiana State Employees Retirement System
Louisiana
$1.06M 14,000 -800 -5%
Pacer Advisors
281
Pacer Advisors
Pennsylvania
$1.06M 13,993 -140 -1%
PL
282
Polianta Ltd
Jersey
$1.06M 14,000 – –
CS
283
Candriam SCA
Luxembourg
$1.06M 13,984 -13,809 -50%
E
284
Ergoteles
New York
$1.05M 13,885 -316,227 -96%
KPWS
285
Kestra Private Wealth Services
Texas
$1.03M 13,628 -4,160 -23%
BA
286
Bridgewater Associates
Connecticut
$1.03M 13,615 +13,615 New
RT
287
Rockland Trust
Massachusetts
$1.03M 13,596 -316 -2%
AWM
288
Adams Wealth Management
Utah
$1.03M 13,555 +351 +3%
JFG
289
Jefferies Financial Group
New York
$1M 13,238 +7,743 +141%
EC
290
Estate Counselors
Wisconsin
$991K 13,070 – –
PA
291
PSI Advisors
Florida
$985K 12,993 – –
SC
292
Savant Capital
Illinois
$977K 12,888 +555 +5%
N
293
Natixis
France
$973K 12,827 -4,088 -24%
BMSSC
294
B. Metzler seel. Sohn & Co
Germany
$947K 12,483 -643 -5%
CAGAS
295
Capital Advisory Group Advisory Services
Minnesota
$934K 12,309 -50 -0.4%
GT
296
Glenmede Trust
Pennsylvania
$933K 12,555 – –
OC
297
Oppenheimer & Co
New York
$931K 12,273 -1,523 -11%
FG
298
Foster Group
Iowa
$908K 11,970 -820 -6%
SDIC
299
South Dakota Investment Council
South Dakota
$905K 11,930 -900 -7%
IGAM
300
iA Global Asset Management
Quebec, Canada
$883K 11,646 +11,646 New
10 11
12
13 14