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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 %
BCWM
451
Bartlett & Co Wealth Management
Ohio
$322K – – –
SIMG
452
Sonora Investment Management Group
Arizona
$321K – – –
FMII
453
Farmers & Merchants Investments Inc
Nebraska
$320K -$30.4K -393 -9%
PP
454
Prudential plc
United Kingdom
$316K – – –
GI
455
GAMMA Investing
California
$312K -$16.3K -211 -5%
N
456
Numerai
California
$312K -$275K -3,553 -47%
JGIA
457
Jackson Grant Investment Advisers
Connecticut
$309K – – –
CPCPP
458
Canada Post Corporation Pension Plan
Canada
$307K +$307K +3,966 New
CWA
459
Centennial Wealth Advisory
Michigan
$304K +$37.9K +490 +14%
AI
460
Atria Investments
North Carolina
$304K +$304K +3,929 New
BFG
461
Beacon Financial Group
Texas
$303K -$61.3K -792 -17%
FPAS
462
Focus Partners Advisor Solutions
Missouri
$302K +$3.41K +44 +1%
RSWA
463
Robinson Smith Wealth Advisors
Maine
$296K – – –
KWM
464
Kingsview Wealth Management
Oregon
$294K +$24.3K +314 +9%
GCM
465
Glaxis Capital Management
Florida
$294K +$2.71K +35 +0.9%
BC
466
Burney Company
Virginia
$290K -$16.6K -215 -5%
STCOSD
467
Sageworth Trust Company of South Dakota
South Dakota
$286K – – –
SWP
468
Stratos Wealth Partners
Ohio
$285K -$70.9K -916 -20%
William Blair & Company
469
William Blair & Company
Illinois
$283K -$27.1K -350 -9%
LSAG
470
Lake Street Advisors Group
New Hampshire
$281K -$6.35K -82 -2%
RIA
471
Regal Investment Advisors
Michigan
$280K +$6.43K +83 +2%
RG
472
Renaissance Group
Kentucky
$280K +$2.71K +35 +1%
SWP
473
Sagespring Wealth Partners
Tennessee
$279K +$279K +3,599 New
ASN
474
Advisory Services Network
Georgia
$276K +$67.2K +868 +32%
FCFC
475
First Citizens Financial Corp
Iowa
$273K +$20.2K +261 +8%
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