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Principal Financial Group
PFG

Overview Fund Activity

680 hedge funds and large institutions have $13.7B invested in Principal Financial Group in 2022 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 231 increasing their positions, 214 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
+23
Holders Change %
+3.5%
% of All Funds
10.76%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
89
Increased
231
Reduced
214
Closed
56
Calls
$14.2M
Puts
$4.92M
Net Calls
+$9.27M
Net Calls Change
+$10.9M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$217M
2
Bank of America
Bank of America
North Carolina
+$214M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$62.8M
4
BlackRock
BlackRock
New York
+$55.5M
5
SSA
Schonfeld Strategic Advisors
New York
+$20.1M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$283M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$160M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$157M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$123M
5
Barclays
Barclays
United Kingdom
-$91.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
$693K +$122K +1,669 +21%
SS
327
Sunbelt Securities
Texas
$685K -$1.15M -15,362 -63%
STCOSD
328
Sageworth Trust Company of South Dakota
South Dakota
$681K -$104K -1,412 -13%
Impax Asset Management Group
329
Impax Asset Management Group
United Kingdom
$674K +$661 +9 +0.1%
OWP
330
Obermeyer Wealth Partners
Colorado
$664K – – –
CT
331
Chicago Trust
Illinois
$661K – – –
UB
332
UMB Bank
Missouri
$658K -$20.6K -280 -3%
SC
333
Savant Capital
Illinois
$645K +$15.1K +206 +2%
CAM
334
Cresset Asset Management
Illinois
$633K -$21K -286 -3%
AC
335
Allstate Corporation
Illinois
$628K -$1.5M -20,456 -71%
SEC
336
Seven Eight Capital
New York
$627K +$627K +8,541 New
GC
337
Gilbert & Cook
Iowa
$624K +$89.4K +1,217 +17%
KA
338
Kintegral Advisory
New York
$615K +$13.7K +187 +2%
OTPPB
339
Ontario Teachers' Pension Plan Board
Ontario, Canada
$613K -$210K -2,856 -25%
LNWWM
340
Laird Norton Wetherby Wealth Management
California
$612K -$2.5K -34 -0.4%
CAM
341
Carret Asset Management
New York
$610K -$9.76K -133 -2%
PP
342
Paloma Partners
Connecticut
$609K +$609K +8,300 New
SAM
343
Sompo Asset Management
Japan
$578K -$279K -3,810 -33%
WFM
344
Wolff Financial Management
Michigan
$574K – – –
MYAM
345
Meiji Yasuda Asset Management
Japan
$541K -$43.3K -590 -7%
BCV
346
Banque Cantonale Vaudoise
Switzerland
$540K – – –
EAM
347
Erste Asset Management
Austria
$537K – – –
PAM
348
Palisade Asset Management
Minnesota
$532K +$220K +3,000 +71%
CFGS
349
Concourse Financial Group Securities
Alabama
$527K +$508K +6,924 +2,694%
KRSITF
350
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$526K +$47.5K +647 +10%
12 13
14
15 16