PFG icon

Principal Financial Group
PFG

Overview Fund Activity

778 hedge funds and large institutions have $15.1B invested in Principal Financial Group in 2022 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 270 increasing their positions, 234 reducing their positions, and 47 closing their positions.

Holders
778
Holders Change
+78
Holders Change %
+11.14%
% of All Funds
12.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
137
Increased
270
Reduced
234
Closed
47
Calls
$20.7M
Puts
$10.7M
Net Calls
+$9.97M
Net Calls Change
+$2.39M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$238M
2
Morgan Stanley
2
Morgan Stanley
New York
$379M
3
BlackRock
3
BlackRock
New York
$1.97B
4
Goldman Sachs
4
Goldman Sachs
New York
$156M
5
CS
5
Credit Suisse
Switzerland
$65.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.41B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$713M
3
Norges Bank
3
Norges Bank
Norway
$78.9M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$255M
5
Ameriprise
5
Ameriprise
Minnesota
$82M
Name Market Value Shares Shares
Change 		Shares
Change %
CS
26
Credit Suisse
Switzerland
$65.9M 784,729 +434,135 +124%
Deutsche Bank
27
Deutsche Bank
Germany
$56.7M 675,918 +18,965 +3%
HSBC Holdings
28
HSBC Holdings
United Kingdom
$52.7M 627,633 -24,684 -4%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$52.5M 625,716 +43,674 +8%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$49.7M 592,454 +11,671 +2%
Nuveen Asset Management
31
Nuveen Asset Management
Illinois
$48.9M 582,335 -111,859 -16%
Barclays
32
Barclays
United Kingdom
$44.6M 531,667 +58,443 +12%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$42M 499,965 +12,999 +3%
FWIA
34
Fort Washington Investment Advisors
Ohio
$40.5M 482,566 +1,394 +0.3%
Skandinaviska Enskilda Banken (SEB)
35
Skandinaviska Enskilda Banken (SEB)
Sweden
$39.5M 471,373 +239,565 +103%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$36.1M 430,580 +3,319 +0.8%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$35.1M 418,439 -15,886 -4%
NSAM
38
North Star Asset Management
Wisconsin
$33.7M 401,762 -43,477 -10%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$33.5M 399,665 +118,684 +42%
National Pension Service
40
National Pension Service
South Korea
$32.9M 392,034 -34,433 -8%
Citigroup
41
Citigroup
New York
$30.8M 367,391 +170,913 +87%
Axa
42
Axa
France
$29.4M 350,562 +1,814 +0.5%
BGIM
43
Brandywine Global Investment Management
Pennsylvania
$29.4M 350,188 +89,176 +34%
Franklin Resources
44
Franklin Resources
California
$28.5M 340,059 +303,168 +822%
AllianceBernstein
45
AllianceBernstein
Tennessee
$28.2M 335,590 +2,168 +0.7%
ACM
46
Argent Capital Management
Missouri
$28.1M 335,143 -1,816 -0.5%
GHA
47
GW Henssler & Associates
Georgia
$27.5M 328,012 -2,982 -0.9%
New York State Teachers Retirement System (NYSTRS)
48
New York State Teachers Retirement System (NYSTRS)
New York
$26.5M 316,144 +10,375 +3%
UBS Group
49
UBS Group
Switzerland
$26.2M 311,937 +108,332 +53%
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$25.4M 302,226 -1,537 -0.5%
1
2
3 4 5