PFG icon

Principal Financial Group
PFG

Overview Fund Activity

776 hedge funds and large institutions have $13.8B invested in Principal Financial Group in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 254 increasing their positions, 288 reducing their positions, and 82 closing their positions.

Holders
776
Holders Change
-13
Holders Change %
-1.65%
% of All Funds
11.23%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
78
Increased
254
Reduced
288
Closed
82
Calls
$26.5M
Puts
$16.9M
Net Calls
+$9.58M
Net Calls Change
+$7.09M

Top Buyers

1
Invesco
1
Invesco
Georgia
$282M
2
Bank of America
2
Bank of America
North Carolina
$956M
3
Goldman Sachs
3
Goldman Sachs
New York
$149M
4
Amundi
4
Amundi
France
$94.1M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$40M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$426M
2
MPI
2
Mairs & Power Inc
Minnesota
$74.7M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.36B
4
Jane Street
4
Jane Street
New York
$719K
5
ECM
5
ExodusPoint Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
301
West Bancorporation
Iowa
$911K – – –
LSV Asset Management
302
LSV Asset Management
Illinois
$911K – – –
NMERB
303
New Mexico Educational Retirement Board
New Mexico
$907K -$43K -500 -5%
PA
304
PSI Advisors
Florida
$883K – – –
Truist Financial
305
Truist Financial
North Carolina
$878K -$50.9K -592 -5%
HT
306
Headlands Technologies
Illinois
$860K +$860K +10,012 New
EWA
307
EP Wealth Advisors
California
$857K +$857K +9,982 New
AFP
308
Ausdal Financial Partners
Iowa
$849K -$17.6K -205 -2%
SS
309
Sunbelt Securities
Texas
$848K – – –
SG Americas Securities
310
SG Americas Securities
New York
$847K -$14.5M -168,771 -94%
PIA
311
Pinion Investment Advisors
Kansas
$840K +$85.3K +993 +11%
VI
312
Versor Investments
New York
$825K +$825K +9,602 New
LAM
313
LECAP Asset Management
United Kingdom
$819K -$1.15M -13,415 -58%
AWM
314
Adams Wealth Management
Utah
$818K -$5.33K -62 -0.6%
CI
315
CacheTech Inc
Utah
$818K -$5.33K -62 -0.6%
MIS
316
Morningstar Investment Services
Illinois
$818K +$818K +9,505 New
OWP
317
Obermeyer Wealth Partners
Colorado
$817K – – –
CSB
318
City State Bank
Iowa
$808K +$72.2K +840 +10%
SPIA
319
Steward Partners Investment Advisory
New York
$804K -$23.1K -269 -3%
HIC
320
Holderness Investments Company
North Carolina
$804K -$42.5K -495 -5%
IC
321
IEQ Capital
California
$804K +$265K +3,086 +49%
Fifth Third Bancorp
322
Fifth Third Bancorp
Ohio
$794K +$79.7K +928 +11%
HAG
323
HighPoint Advisor Group
Illinois
$787K +$56.6K +689 +8%
OC
324
Oppenheimer & Co
New York
$786K -$136K -1,584 -15%
APWM
325
Argonautica Private Wealth Management
Massachusetts
$783K +$3.61K +42 +0.5%
11 12
13
14 15