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Principal Financial Group
PFG

Overview Fund Activity

776 hedge funds and large institutions have $13.8B invested in Principal Financial Group in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 254 increasing their positions, 288 reducing their positions, and 82 closing their positions.

Holders
776
Holders Change
-13
Holders Change %
-1.65%
% of All Funds
11.23%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
78
Increased
254
Reduced
288
Closed
82
Calls
$26.5M
Puts
$16.9M
Net Calls
+$9.58M
Net Calls Change
+$7.09M

Top Buyers

1
Invesco
1
Invesco
Georgia
$282M
2
Bank of America
2
Bank of America
North Carolina
$956M
3
Goldman Sachs
3
Goldman Sachs
New York
$149M
4
Amundi
4
Amundi
France
$94.1M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$40M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$426M
3
MPI
3
Mairs & Power Inc
Minnesota
$74.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.36B
5
Jane Street
5
Jane Street
New York
$719K
Name Market Value Shares Shares
Change 		Shares
Change %
Barclays
26
Barclays
United Kingdom
$69.3M 806,672 +88,179 +12%
Swiss National Bank
27
Swiss National Bank
Switzerland
$59.8M 695,900 -300 -0%
Millennium Management
28
Millennium Management
New York
$52.4M 609,710 -106,891 -15%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$48.2M 561,287 +3,988 +0.7%
A
30
AustralianSuper
Australia
$46.4M 540,212 +115,569 +27%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$44.9M 522,860 -48,628 -9%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$43.4M 503,735 +146,473 +41%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$43.2M 503,233 -20,236 -4%
Massachusetts Financial Services
34
Massachusetts Financial Services
Massachusetts
$40M 466,133 +215,045 +86%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$39.9M 464,423 -13,706 -3%
TPI
36
Trust Point Inc
Wisconsin
$36.1M 420,332 +35,461 +9%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$35.1M 408,499 -5,110 -1%
Victory Capital Management
38
Victory Capital Management
Texas
$34.3M 399,739 -34,958 -8%
NSAM
39
North Star Asset Management
Wisconsin
$34.1M 396,573 -1,239 -0.3%
National Pension Service
40
National Pension Service
South Korea
$32.4M 377,592 -32,445 -8%
FWIA
41
Fort Washington Investment Advisors
Ohio
$32.3M 376,483 +4,589 +1%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$31.6M 368,045 -4,929 -1%
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$31.6M 367,845 -424 -0.1%
Mitsubishi UFJ Asset Management
44
Mitsubishi UFJ Asset Management
Japan
$29.2M 339,362 +35,136 +12%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$26M 302,913 -4,965 -2%
ATN
46
AMF Tjänstepension
Sweden
$25M 290,723 +64,915 +29%
Acadian Asset Management
47
Acadian Asset Management
Massachusetts
$24M 279,816 -74,631 -21%
Wells Fargo
48
Wells Fargo
California
$22.3M 259,471 +63,056 +32%
Korea Investment Corp
49
Korea Investment Corp
South Korea
$22.2M 258,366 +162,725 +170%
AllianceBernstein
50
AllianceBernstein
Tennessee
$22M 255,583 -5,875 -2%
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