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Principal Financial Group
PFG

Overview Fund Activity

778 hedge funds and large institutions have $12.6B invested in Principal Financial Group in 2024 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 269 increasing their positions, 270 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
778
Holders Change
+2
Holders Change %
+0.26%
% of All Funds
10.36%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
92
Increased
269
Reduced
270
Closed
79
Calls
$21.5M
Puts
$8.69M
Net Calls
+$12.8M
Net Calls Change
+$3.19M

Top Buyers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$55.1M
2
Deutsche Bank
2
Deutsche Bank
Germany
$115M
3
UBS Group
3
UBS Group
Switzerland
$115M
4
Citadel Advisors
4
Citadel Advisors
Florida
$31.9M
5
WP
5
Woodline Partners
California
$28.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$759M
2
Invesco
2
Invesco
Georgia
$213M
3
Goldman Sachs
3
Goldman Sachs
New York
$94.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$153M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWP
326
Obermeyer Wealth Partners
Colorado
$736K – – –
Fifth Third Bancorp
327
Fifth Third Bancorp
Ohio
$733K +$17.6K +228 +2%
HIC
328
Holderness Investments Company
North Carolina
$723K -$1.16K -15 -0.2%
APWM
329
Argonautica Private Wealth Management
Massachusetts
$713K +$7.82K +101 +1%
LP
330
LMR Partners
United Kingdom
$696K +$696K +8,995 New
ECA
331
Elevated Capital Advisors
Utah
$695K -$3.02K -39 -0.4%
CSB
332
City State Bank
Iowa
$686K -$42.2K -545 -6%
OMC
333
Old Mission Capital
Illinois
$682K +$682K +8,808 New
SPIA
334
Steward Partners Investment Advisory
New York
$674K -$50.8K -656 -7%
FRA
335
Frank Rimerman Advisors
California
$673K -$20.3K -262 -3%
BBVA
336
Banco Bilbao Vizcaya Argentaria
Spain
$671K -$288K -3,725 -30%
PA
337
Pinnacle Associates
New York
$670K -$77.6K -1,002 -10%
PAS
338
Park Avenue Securities
New York
$654K -$697 -9 -0.1%
Capstone Investment Advisors
339
Capstone Investment Advisors
New York
$651K +$358K +4,619 +122%
LSA
340
Lion Street Advisors
Texas
$647K +$77 +1 +0%
AF
341
Allworth Financial
California
$642K +$32.4K +397 +5%
A
342
Argentarii
Ohio
$641K +$641K +8,280 New
VSQM
343
V-Square Quantitative Management
Illinois
$634K +$38.2K +493 +6%
PTC
344
Petrus Trust Company
Texas
$633K +$633K +8,177 New
Marshall Wace
345
Marshall Wace
United Kingdom
$630K +$630K +8,138 New
Assenagon Asset Management
346
Assenagon Asset Management
Luxembourg
$630K +$51.1K +660 +9%
GCM
347
Graham Capital Management
Connecticut
$629K +$444K +5,739 +241%
OTL
348
Oak Thistle LLC
New York
$621K +$621K +8,026 New
WA
349
Waverly Advisors
Alabama
$619K +$332K +4,285 +116%
EH
350
Equitable Holdings
New York
$619K +$15.8K +204 +3%
12 13
14
15 16