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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 Market Value Shares Shares
Change 		Shares
Change %
Deutsche Bank
26
Deutsche Bank
Germany
$47M 619,796 +2,974 +0.5%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$45.4M 598,322 -32,086 -5%
AQR Capital Management
28
AQR Capital Management
Connecticut
$44.5M 586,284 -26,242 -4%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$42.9M 565,692 -8,302 -1%
Barclays
30
Barclays
United Kingdom
$42.6M 562,034 -80,082 -12%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$40.5M 533,363 +12,533 +2%
Marshall Wace
32
Marshall Wace
United Kingdom
$40M 527,218 +337,855 +178%
FWIA
33
Fort Washington Investment Advisors
Ohio
$37M 488,101 +88 +0%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$36.1M 476,381 -45,315 -9%
Balyasny Asset Management
35
Balyasny Asset Management
Illinois
$35.9M 473,664 -151,371 -24%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$35.9M 473,407 -8,155 -2%
Millennium Management
37
Millennium Management
New York
$34.9M 460,637 +275,481 +149%
Citadel Advisors
38
Citadel Advisors
Florida
$34.7M 456,931 +444,862 +3,686%
Victory Capital Management
39
Victory Capital Management
Texas
$34.6M 456,049 -257,947 -36%
AssetMark Inc
40
AssetMark Inc
California
$33.7M 444,791 -50,559 -10%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$33.3M 439,223 -3,685,735 -89%
CS
42
Credit Suisse
Switzerland
$32M 421,147 -371,329 -47%
National Pension Service
43
National Pension Service
South Korea
$30.8M 407,176 +38,152 +10%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$30.5M 401,730 -18,949 -5%
Allianz Asset Management
45
Allianz Asset Management
Germany
$30M 395,847 -11,166 -3%
NSAM
46
North Star Asset Management
Wisconsin
$29.9M 394,494 +3,050 +0.8%
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$29.7M 391,229 +314,091 +407%
UBS Group
48
UBS Group
Switzerland
$27.3M 360,583 +23,991 +7%
BGIM
49
Brandywine Global Investment Management
Pennsylvania
$26.3M 346,628 -52,123 -13%
Korea Investment Corp
50
Korea Investment Corp
South Korea
$25.7M 338,691 +111,603 +49%
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