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Principal Financial Group
PFG

Overview Fund Activity

684 hedge funds and large institutions have $12.5B invested in Principal Financial Group in 2022 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 238 increasing their positions, 236 reducing their positions, and 53 closing their positions.

Holders
684
Holders Change
+4
Holders Change %
+0.59%
% of All Funds
11.57%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
67
Increased
238
Reduced
236
Closed
53
Calls
$17.3M
Puts
$7.59M
Net Calls
+$9.71M
Net Calls Change
+$440K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.3B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$265M
3
Norges Bank
3
Norges Bank
Norway
$172M
4
N
4
Natixis
France
$51M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$110M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$794M
2
Morgan Stanley
2
Morgan Stanley
New York
$200M
3
State Street
3
State Street
Massachusetts
$802M
4
BlackRock
4
BlackRock
New York
$1.5B
5
Goldman Sachs
5
Goldman Sachs
New York
$99.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$51.1M +$1.26M +18,894 +3%
N
27
Natixis
France
$51M +$48.5M +726,477 +1,993%
HSBC Holdings
28
HSBC Holdings
United Kingdom
$48.8M -$5.67M -84,780 -10%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$48.6M -$2.97M -44,494 -6%
Deutsche Bank
30
Deutsche Bank
Germany
$46.8M -$6.77M -101,416 -13%
First Trust Advisors
31
First Trust Advisors
Illinois
$41.5M +$3.9M +58,365 +10%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$40.2M -$982K -14,707 -2%
KBC Group
33
KBC Group
Belgium
$39M +$312K +4,677 +0.8%
FWIA
34
Fort Washington Investment Advisors
Ohio
$37.4M +$841K +12,593 +2%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$33.9M -$2.86M -42,783 -8%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$31M +$2.01M +30,169 +7%
National Pension Service
37
National Pension Service
South Korea
$30.4M +$442K +6,621 +1%
CS
38
Credit Suisse
Switzerland
$29.8M -$4.17M -62,403 -12%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$29.7M -$912K -13,662 -3%
NSAM
40
North Star Asset Management
Wisconsin
$29.7M -$10.4K -156 -0%
WCM
41
Wedge Capital Management
North Carolina
$29.1M -$2.39M -35,722 -8%
CI
42
Cambiar Investors
Colorado
$28.2M -$26.6M -398,171 -49%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$27.9M +$2.46M +36,899 +10%
AA
44
ALPS Advisors
Colorado
$25.2M +$337K +5,047 +1%
Barclays
45
Barclays
United Kingdom
$22.8M -$10.4M -156,326 -31%
ACM
46
Argent Capital Management
Missouri
$22.5M -$216K -3,233 -1%
LSV Asset Management
47
LSV Asset Management
Illinois
$22M -$2.51M -37,600 -10%
GHA
48
GW Henssler & Associates
Georgia
$21.5M +$268K +4,019 +1%
AllianceBernstein
49
AllianceBernstein
Tennessee
$21.2M -$175K -2,618 -0.8%
State Board of Administration of Florida Retirement System
50
State Board of Administration of Florida Retirement System
Florida
$21M -$301K -4,510 -1%
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