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Principal Financial Group
PFG

Overview Fund Activity

725 hedge funds and large institutions have $13.2B invested in Principal Financial Group in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 224 increasing their positions, 292 reducing their positions, and 65 closing their positions.

Holders
725
Holders Change
-12
Holders Change %
-1.63%
% of All Funds
11.44%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
58
Increased
224
Reduced
292
Closed
65
Calls
$16.4M
Puts
$10.6M
Net Calls
+$5.85M
Net Calls Change
-$2.19M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$292M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$694M
3
Citadel Advisors
3
Citadel Advisors
Florida
$34.7M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$40M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$29.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$33.3M
2
Bank of America
2
Bank of America
North Carolina
$1.04B
3
First Trust Advisors
3
First Trust Advisors
Illinois
$202M
4
BlackRock
4
BlackRock
New York
$1.51B
5
CS
5
Credit Suisse
Switzerland
$32M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
351
Sunbelt Securities
Texas
$557K -$106K -1,400 -16%
AM
352
AGF Management
Ontario, Canada
$553K -$417K -5,498 -43%
PCS
353
Personal CFO Solutions
New Jersey
$542K +$8.04K +106 +2%
NMIMC
354
Northwestern Mutual Investment Management Company
Wisconsin
$540K -$2.43K -32 -0.4%
UH
355
Unigestion Holding
Switzerland
$540K -$115K -1,521 -18%
MGP
356
Metis Global Partners
California
$539K -$12.4K -164 -2%
Fifth Third Bancorp
357
Fifth Third Bancorp
Ohio
$527K -$16.2K -213 -3%
JIC
358
Johnson Investment Counsel
Ohio
$527K – – –
GT
359
Greenleaf Trust
Michigan
$524K -$12.1K -160 -2%
PAM
360
Palisade Asset Management
Minnesota
$523K – – –
Impax Asset Management Group
361
Impax Asset Management Group
United Kingdom
$523K +$4.1K +54 +0.8%
IA
362
IFP Advisors
Florida
$522K +$74.4K +981 +17%
FFM
363
Forum Financial Management
Illinois
$522K -$152 -2 -0%
AIM
364
Acropolis Investment Management
Missouri
$516K -$92.1K -1,214 -15%
MAG
365
Mokosak Advisory Group
Iowa
$516K +$1.37K +18 +0.3%
MFG
366
Merit Financial Group
Georgia
$515K +$48.4K +638 +10%
IG
367
ING Group
Netherlands
$514K +$514K +6,771 New
RFC
368
Regions Financial Corp
Alabama
$513K +$2.5K +33 +0.5%
APWM
369
Argonautica Private Wealth Management
Massachusetts
$510K +$15.1K +199 +3%
AC
370
AXQ Capital
New Jersey
$501K -$235K -3,100 -32%
TC
371
TownSquare Capital
Utah
$493K -$5.46K -72 -1%
MYAM
372
Meiji Yasuda Asset Management
Japan
$485K -$24.3K -320 -5%
TCM
373
Twin Capital Management
Pennsylvania
$476K -$12.1K -159 -2%
CA
374
Continuum Advisory
Idaho
$475K -$4.7K -62 -1%
BC
375
Burney Company
Virginia
$468K -$98.9K -1,304 -17%
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15
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