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Principal Financial Group
PFG

Overview Fund Activity

759 hedge funds and large institutions have $14.4B invested in Principal Financial Group in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 251 increasing their positions, 271 reducing their positions, and 61 closing their positions.

Holders
759
Holders Change
+10
Holders Change %
+1.34%
% of All Funds
11%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
81
Increased
251
Reduced
271
Closed
61
Calls
$21.4M
Puts
$21.1M
Net Calls
+$285K
Net Calls Change
-$1.42M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$195M
2
UBS Group
2
UBS Group
Switzerland
$81.3M
3
BlackRock
3
BlackRock
New York
$1.68B
4
Invesco
4
Invesco
Georgia
$232M
5
Amundi
5
Amundi
France
$111M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$233M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$14M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
RAG
4
RIA Advisory Group
Iowa
$564K
5
Goldman Sachs
5
Goldman Sachs
New York
$120M
Name Market Value Shares Shares
Change 		Shares
Change %
Millennium Management
26
Millennium Management
New York
$66.6M 771,733 +156,023 +25%
Swiss National Bank
27
Swiss National Bank
Switzerland
$61.6M 714,000 -42,400 -6%
Deutsche Bank
28
Deutsche Bank
Germany
$61M 706,560 +41,026 +6%
Voloridge Investment Management
29
Voloridge Investment Management
Florida
$60M 694,874 +395,139 +132%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$59.8M 692,694 +43,190 +7%
Man Group
31
Man Group
United Kingdom
$58.6M 679,081 +299,474 +79%
Citadel Advisors
32
Citadel Advisors
Florida
$57.6M 666,840 -389,981 -37%
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$52.8M 611,965 +59,729 +11%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$45.1M 522,290 +28,609 +6%
Marshall Wace
35
Marshall Wace
United Kingdom
$44M 509,808 -215,208 -30%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$41.1M 475,642 -14,886 -3%
Point72 Asset Management
37
Point72 Asset Management
Connecticut
$40.8M 472,582 +276,398 +141%
Victory Capital Management
38
Victory Capital Management
Texas
$38M 439,937 +113,749 +35%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$37.3M 432,684 -20,155 -4%
CS
40
Credit Suisse
Switzerland
$37M 429,065 +27,419 +7%
National Pension Service
41
National Pension Service
South Korea
$35.1M 406,098 +7,952 +2%
NSAM
42
North Star Asset Management
Wisconsin
$34.4M 398,732 +1,994 +0.5%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$33.7M 389,991 -14 -0%
TPI
44
Trust Point Inc
Wisconsin
$33.2M 384,871 -157 -0%
FWIA
45
Fort Washington Investment Advisors
Ohio
$32.3M 374,202 -14,762 -4%
A
46
AustralianSuper
Australia
$32.3M 375,266 +98,109 +35%
Tudor Investment Corp
47
Tudor Investment Corp
Connecticut
$31.3M 362,732 +89,440 +33%
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$31.2M 361,185 +248,247 +220%
HF
49
HRT Financial
New York
$30.8M 357,107 +303,145 +562%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$29.2M 337,877 +210,476 +165%
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