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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 %
Thrivent Financial for Lutherans
301
Thrivent Financial for Lutherans
Minnesota
$695K -$20.6K -309 -3%
MCP
302
Martin Capital Partners
Oregon
$686K +$6.21K +93 +0.9%
DA
303
DCM Advisors
New York
$683K -$111K -1,659 -14%
HIC
304
Holderness Investments Company
North Carolina
$681K -$19.7K -295 -3%
UCFA
305
United Capital Financial Advisors
Texas
$680K -$98.4K -1,473 -13%
Carson Wealth (CWM LLC)
306
Carson Wealth (CWM LLC)
Nebraska
$673K +$42.1K +630 +7%
AFP
307
Ausdal Financial Partners
Iowa
$669K -$26.7K -400 -4%
BC
308
Burney Company
Virginia
$657K -$612K -9,167 -48%
CG
309
Colony Group
Massachusetts
$654K -$28.1K -421 -4%
WI
310
WBI Investments
New Jersey
$634K -$202K -3,026 -24%
NMIMC
311
Northwestern Mutual Investment Management Company
Wisconsin
$627K -$18.1K -271 -3%
BCV
312
Banque Cantonale Vaudoise
Switzerland
$624K +$133K +2,000 +27%
Walleye Trading
313
Walleye Trading
New York
$613K +$613K +9,184 New
OWP
314
Obermeyer Wealth Partners
Colorado
$612K +$8.14K +122 +1%
CT
315
Chicago Trust
Illinois
$601K – – –
Federated Hermes
316
Federated Hermes
Pennsylvania
$600K +$501K +7,511 +508%
Impax Asset Management Group
317
Impax Asset Management Group
United Kingdom
$594K -$19.1K -286 -3%
UB
318
UMB Bank
Missouri
$592K -$6.68K -100 -1%
SC
319
Savant Capital
Illinois
$589K +$1.74K +26 +0.3%
SS
320
Sunbelt Securities
Texas
$584K -$29.5K -442 -5%
VWA
321
V Wealth Advisors
Kansas
$581K +$581K +8,691 New
GC
322
Gilbert & Cook
Iowa
$577K +$9.15K +137 +2%
KA
323
Kintegral Advisory
New York
$572K +$12.2K +182 +2%
SEI Investments
324
SEI Investments
Pennsylvania
$571K +$571K +8,546 New
IG
325
ING Group
Netherlands
$569K -$2.19M -32,823 -79%
11 12
13
14 15