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Principal Financial Group
PFG

Overview Fund Activity

700 hedge funds and large institutions have $13.3B invested in Principal Financial Group in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 223 increasing their positions, 246 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+16
Holders Change %
+2.34%
% of All Funds
12.1%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
80
Increased
223
Reduced
246
Closed
56
Calls
$15.1M
Puts
$7.53M
Net Calls
+$7.58M
Net Calls Change
-$2.13M

Top Buyers

1
Geode Capital Management
Geode Capital Management
Massachusetts
+$47.3M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$27.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$25.7M
4
Bank of America
Bank of America
North Carolina
+$25.3M
5
Axa
Axa
France
+$20.2M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$126M
2
ORIO
Old Republic International (ORI)
Illinois
-$67.5M
3
N
Natixis
France
-$54M
4
BlackRock
BlackRock
New York
-$46M
5
WCM
Wedge Capital Management
North Carolina
-$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
351
Laird Norton Wetherby Wealth Management
California
$553K -$5.78K -80 -1%
WWM
352
Western Wealth Management
Colorado
$549K +$107K +1,481 +24%
PIA
353
Pinion Investment Advisors
Kansas
$539K +$61.8K +856 +13%
NA
354
NewEdge Advisors
Louisiana
$531K +$70.4K +976 +15%
MLA
355
My Legacy Advisors
Oregon
$529K +$138K +1,800 +35%
AF
356
Allworth Financial
California
$528K +$106K +1,470 +25%
CAG
357
Csenge Advisory Group
Florida
$526K +$17.5K +242 +3%
MYAM
358
Meiji Yasuda Asset Management
Japan
$521K -$33.2K -460 -6%
GT
359
Greenleaf Trust
Michigan
$513K +$20K +277 +4%
PAM
360
Palisade Asset Management
Minnesota
$509K -$14.4K -200 -3%
VF
361
Virtu Financial
New York
$507K +$507K +7,032 New
TCM
362
Twin Capital Management
Pennsylvania
$505K -$932K -12,929 -65%
CPC
363
Cookson Peirce & Co
Pennsylvania
$505K +$51.8K +718 +11%
JIC
364
Johnson Investment Counsel
Ohio
$503K +$27K +375 +6%
FFM
365
Forum Financial Management
Illinois
$496K – – –
JE
366
JMAC Enterprises
Pennsylvania
$491K – – –
UIA
367
UBP Investment Advisors
Switzerland
$490K – – –
CCP
368
Corient Capital Partners
California
$490K +$52.5K +787 +12%
CA
369
Cetera Advisors
Colorado
$489K +$52.4K +726 +12%
RFC
370
Regions Financial Corp
Alabama
$488K +$21.6K +299 +5%
MAG
371
Mokosak Advisory Group
Iowa
$482K -$22.9K -318 -5%
SAM
372
Sompo Asset Management
Japan
$480K +$184K +2,550 +62%
EAM
373
Erste Asset Management
Austria
$479K +$64.3K +900 +16%
NB
374
Nicolet Bankshares
Wisconsin
$463K – – –
Fifth Third Bancorp
375
Fifth Third Bancorp
Ohio
$460K -$68.9K -955 -13%
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