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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.

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
1
Geode Capital Management
Massachusetts
$403M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$146M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$312M
4
Bank of America
4
Bank of America
North Carolina
$1.43B
5
Axa
5
Axa
France
$25.2M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$732M
2
ORIO
2
Old Republic International (ORI)
Illinois
$0
3
N
3
Natixis
France
$1.1M
4
BlackRock
4
BlackRock
New York
$1.58B
5
WCM
5
Wedge Capital Management
North Carolina
$240K
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$50.1M -$2.44M -33,851 -5%
Deutsche Bank
27
Deutsche Bank
Germany
$47.4M -$3.2M -44,401 -6%
HSBC Holdings
28
HSBC Holdings
United Kingdom
$47.1M -$5.6M -77,559 -11%
First Trust Advisors
29
First Trust Advisors
Illinois
$42M -$2.75M -38,162 -6%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$42M -$1.38M -19,136 -3%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$41.9M +$5.27M +73,002 +14%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$35.1M +$1.68M +23,342 +5%
FWIA
33
Fort Washington Investment Advisors
Ohio
$34.7M -$5.7M -78,957 -14%
Barclays
34
Barclays
United Kingdom
$34.1M +$9.55M +132,393 +39%
NSAM
35
North Star Asset Management
Wisconsin
$32.1M +$13.9K +192 +0%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$31.3M +$1.16M +16,022 +4%
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$30.8M -$1.3M -18,064 -4%
CI
38
Cambiar Investors
Colorado
$30.5M +$55.3K +766 +0.2%
National Pension Service
39
National Pension Service
South Korea
$30.5M -$2.06M -28,816 -6%
CS
40
Credit Suisse
Switzerland
$25.3M -$6.85M -94,966 -21%
Axa
41
Axa
France
$25.2M +$20.2M +279,589 +404%
EVM
42
Eaton Vance Management
Massachusetts
$24.5M +$3.09M +42,821 +14%
ACM
43
Argent Capital Management
Missouri
$24.3M +$18K +250 +0.1%
AllianceBernstein
44
AllianceBernstein
Tennessee
$24.1M +$1.12M +15,553 +5%
KBC Group
45
KBC Group
Belgium
$24M -$18.1M -251,206 -43%
GHA
46
GW Henssler & Associates
Georgia
$23.9M +$691K +9,580 +3%
AA
47
ALPS Advisors
Colorado
$23M -$4.15M -57,477 -15%
New York State Teachers Retirement System (NYSTRS)
48
New York State Teachers Retirement System (NYSTRS)
New York
$22.1M +$895K +12,399 +4%
T. Rowe Price Associates
49
T. Rowe Price Associates
Maryland
$21.9M +$604K +8,378 +3%
LSV Asset Management
50
LSV Asset Management
Illinois
$21.9M -$1.93M -26,700 -8%
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