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Principal Financial Group
PFG

Overview Fund Activity

789 hedge funds and large institutions have $13B invested in Principal Financial Group in 2024 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 284 increasing their positions, 252 reducing their positions, and 54 closing their positions.

Holders
789
Holders Change
+30
Holders Change %
+3.95%
% of All Funds
11.48%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
93
Increased
284
Reduced
252
Closed
54
Calls
$21.2M
Puts
$18.7M
Net Calls
+$2.49M
Net Calls Change
+$2.2M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$132M
2
BlackRock
2
BlackRock
New York
$1.55B
3
Deutsche Bank
3
Deutsche Bank
Germany
$78.8M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$27.8M
5
Norges Bank
5
Norges Bank
Norway
$255M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.78M
2
Amundi
2
Amundi
France
$67.6M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$3.01M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$4.11M
5
HF
5
HRT Financial
New York
$1.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Barclays
26
Barclays
United Kingdom
$56.4M 718,493 -117,373 -14%
Millennium Management
27
Millennium Management
New York
$56.2M 716,601 -55,132 -7%
Swiss National Bank
28
Swiss National Bank
Switzerland
$54.6M 696,200 -17,800 -2%
Voloridge Investment Management
29
Voloridge Investment Management
Florida
$52.1M 664,269 -30,605 -4%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$44.8M 571,488 -121,206 -17%
Nuveen Asset Management
31
Nuveen Asset Management
Illinois
$43.7M 557,299 -54,666 -9%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$41.1M 523,469 +1,179 +0.2%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$37.5M 478,129 +2,487 +0.5%
Victory Capital Management
34
Victory Capital Management
Texas
$34.1M 434,697 -5,240 -1%
A
35
AustralianSuper
Australia
$33.3M 424,643 +49,377 +13%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$32.4M 413,609 -19,075 -4%
National Pension Service
37
National Pension Service
South Korea
$32.2M 410,037 +3,939 +1%
NSAM
38
North Star Asset Management
Wisconsin
$31.2M 397,812 -920 -0.2%
TPI
39
Trust Point Inc
Wisconsin
$30.2M 384,871 – –
Man Group
40
Man Group
United Kingdom
$30M 382,477 -296,604 -44%
Verition Fund Management
41
Verition Fund Management
Connecticut
$29.6M 376,845 +135,275 +56%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$29.3M 372,974 -17,017 -4%
FWIA
43
Fort Washington Investment Advisors
Ohio
$29.2M 371,894 -2,308 -0.6%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$28.9M 368,269 +30,392 +9%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$28.6M 357,262 +120,100 +51%
Acadian Asset Management
46
Acadian Asset Management
Massachusetts
$27.8M 354,447 +284,067 +404%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$25M 318,410 -42,775 -12%
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$24.2M 307,878 +6,557 +2%
Mitsubishi UFJ Asset Management
49
Mitsubishi UFJ Asset Management
Japan
$23.9M 304,226 +29,688 +11%
IIM
50
INTECH Investment Management
Florida
$23.4M 298,562 +63,747 +27%
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