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Principal Financial Group
PFG

Overview Fund Activity

749 hedge funds and large institutions have $13.5B invested in Principal Financial Group in 2023 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 223 increasing their positions, 283 reducing their positions, and 73 closing their positions.

Holders
749
Holders Change
+33
Holders Change %
+4.61%
% of All Funds
10.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
115
Increased
223
Reduced
283
Closed
73
Calls
$14.4M
Puts
$12.7M
Net Calls
+$1.71M
Net Calls Change
-$6.11M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$537M
2
PI
2
PineBridge Investments
New York
$45.3M
3
Norges Bank
3
Norges Bank
Norway
$254M
4
Barclays
4
Barclays
United Kingdom
$83.3M
5
Millennium Management
5
Millennium Management
New York
$48.4M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$507M
2
Bank of America
2
Bank of America
North Carolina
$832M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$93.2M
4
BlackRock
4
BlackRock
New York
$1.49B
5
AssetMark Inc
5
AssetMark Inc
California
$94.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
Amundi
26
Amundi
France
$71.2M +$12.1M +153,702 +20%
Swiss National Bank
27
Swiss National Bank
Switzerland
$59.5M -$1.93M -24,500 -3%
Marshall Wace
28
Marshall Wace
United Kingdom
$57M +$29.5M +375,275 +107%
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$56.5M +$14.3M +181,538 +34%
Deutsche Bank
30
Deutsche Bank
Germany
$52.4M +$966K +12,276 +2%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$51.1M -$1.49M -19,003 -3%
Millennium Management
32
Millennium Management
New York
$48.4M +$31.6M +401,916 +188%
PI
33
PineBridge Investments
New York
$45.3M +$43.6M +554,606 +2,594%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$43.4M -$230K -2,920 -0.5%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$38.8M -$7.49M -95,165 -16%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$38.6M -$791K -10,060 -2%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$35.6M -$1.85M -23,520 -5%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$31.8M -$6.76M -85,868 -18%
CS
39
Credit Suisse
Switzerland
$31.6M -$1.48M -18,817 -4%
National Pension Service
40
National Pension Service
South Korea
$31.3M – – –
NSAM
41
North Star Asset Management
Wisconsin
$31.2M +$68.8K +875 +0.2%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$30.7M -$75.5K -960 -0.2%
FWIA
43
Fort Washington Investment Advisors
Ohio
$30.6M -$2.78M -35,310 -8%
TPI
44
Trust Point Inc
Wisconsin
$30.3M +$30.3M +385,028 New
Man Group
45
Man Group
United Kingdom
$29.9M +$29.9M +379,607 New
UBS Group
46
UBS Group
Switzerland
$28.7M +$7.84M +99,671 +38%
Victory Capital Management
47
Victory Capital Management
Texas
$25.7M +$2.19M +27,887 +9%
AllianceBernstein
48
AllianceBernstein
Tennessee
$24M +$924K +11,741 +4%
T. Rowe Price Associates
49
T. Rowe Price Associates
Maryland
$24M +$450K +5,718 +2%
Voloridge Investment Management
50
Voloridge Investment Management
Florida
$23.6M +$23.6M +299,735 New
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