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Principal Financial Group
PFG

Overview Fund Activity

716 hedge funds and large institutions have $12.4B invested in Principal Financial Group in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 215 increasing their positions, 280 reducing their positions, and 65 closing their positions.

Holders
716
Holders Change
-9
Holders Change %
-1.24%
% of All Funds
11.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
65
Increased
215
Reduced
280
Closed
65
Calls
$18M
Puts
$10.1M
Net Calls
+$7.81M
Net Calls Change
+$1.97M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$104M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$706M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$319M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$87.3M
5
GC
5
Gillson Capital
Illinois
$23.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$872M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$6.11M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$372M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.09B
5
Goldman Sachs
5
Goldman Sachs
New York
$141M
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$49.2M 682,205 +225,274 +49%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$48.2M 668,507 -8,362 -1%
Deutsche Bank
28
Deutsche Bank
Germany
$47.1M 653,258 +33,462 +5%
Barclays
29
Barclays
United Kingdom
$46.4M 643,198 +81,164 +14%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$42.4M 588,846 -9,476 -2%
Nuveen Asset Management
31
Nuveen Asset Management
Illinois
$40M 555,156 -10,536 -2%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$38.7M 536,958 +145,729 +37%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$36.1M 500,588 -32,775 -6%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$35.4M 490,529 +17,122 +4%
AssetMark Inc
35
AssetMark Inc
California
$34.5M 478,189 +33,398 +8%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$34.3M 476,359 -22 -0%
FWIA
37
Fort Washington Investment Advisors
Ohio
$30.6M 424,274 -63,827 -13%
CS
38
Credit Suisse
Switzerland
$30.3M 420,463 -684 -0.2%
National Pension Service
39
National Pension Service
South Korea
$29M 398,146 -9,030 -2%
NSAM
40
North Star Asset Management
Wisconsin
$28.5M 395,863 +1,369 +0.3%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$28.2M 390,965 -10,765 -3%
BGIM
42
Brandywine Global Investment Management
Pennsylvania
$25.8M 358,618 +11,990 +3%
Marshall Wace
43
Marshall Wace
United Kingdom
$25.2M 349,741 -177,477 -34%
GC
44
Gillson Capital
Illinois
$23.2M 322,491 +322,491 New
QCM
45
QRG Capital Management
Illinois
$22.7M 315,327 +315,327 New
T. Rowe Price Associates
46
T. Rowe Price Associates
Maryland
$21.5M 298,732 -5,545 -2%
Victory Capital Management
47
Victory Capital Management
Texas
$21.5M 298,301 -157,748 -35%
Canada Life
48
Canada Life
Manitoba, Canada
$21.4M 297,242 -30,375 -9%
AllianceBernstein
49
AllianceBernstein
Tennessee
$21.1M 292,756 -44,882 -13%
State Board of Administration of Florida Retirement System
50
State Board of Administration of Florida Retirement System
Florida
$20.7M 287,657 -1,040 -0.4%
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