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Principal Financial Group
PFG

Overview Fund Activity

778 hedge funds and large institutions have $15.1B invested in Principal Financial Group in 2022 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 270 increasing their positions, 234 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
778
Holders Change
+78
Holders Change %
+11.14%
% of All Funds
12.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
137
Increased
270
Reduced
234
Closed
47
Calls
$20.7M
Puts
$10.7M
Net Calls
+$9.97M
Net Calls Change
+$2.39M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$238M
2
Morgan Stanley
2
Morgan Stanley
New York
$379M
3
BlackRock
3
BlackRock
New York
$1.97B
4
Goldman Sachs
4
Goldman Sachs
New York
$156M
5
CS
5
Credit Suisse
Switzerland
$65.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.41B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$713M
3
Norges Bank
3
Norges Bank
Norway
$78.9M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$255M
5
Ameriprise
5
Ameriprise
Minnesota
$82M
Name Holding Trade Value Shares
Change 		Shares
Change %
KNFPWM
476
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$300K +$300K +3,575 New
DAS
477
Dynamic Advisor Solutions
Arizona
$299K +$336 +4 +0.1%
CC
478
Commons Capital
Massachusetts
$293K +$1.01K +12 +0.3%
KeyBank National Association
479
KeyBank National Association
Ohio
$293K -$5.71K -68 -2%
WWM
480
Western Wealth Management
Colorado
$292K -$348K -4,144 -54%
JCM
481
Jacobi Capital Management
Pennsylvania
$290K -$3.02K -36 -1%
MAM
482
MMA Asset Management
Pennsylvania
$289K -$15.1K -180 -5%
SWP
483
Stratos Wealth Partners
Ohio
$287K -$10.7K -127 -4%
RCAG
484
Rehmann Capital Advisory Group
Michigan
$283K +$41.5K +494 +17%
NWM
485
Northwest Wealth Management
Iowa
$283K +$2.77K +33 +1%
RG
486
Renaissance Group
Kentucky
$282K -$62.1K -740 -18%
IC
487
IEQ Capital
California
$280K -$16.4K -196 -6%
EHWM
488
Eads & Heald Wealth Management
Georgia
$279K -$70.6K -840 -20%
RJT
489
Raymond James Trust
Florida
$279K +$35K +417 +14%
FCFC
490
First Citizens Financial Corp
Iowa
$277K +$42.5K +507 +18%
BAM
491
Belpointe Asset Management
Nevada
$275K +$20.7K +247 +8%
CTA
492
Chesley Taft & Associates
Illinois
$274K +$336 +4 +0.1%
DEA
493
DoubleLine ETF Adviser
Florida
$270K +$270K +3,221 New
IG
494
ING Group
Netherlands
$269K +$269K +3,208 New
CS
495
Comerica Securities
Michigan
$266K +$266K +3,170 New
HWM
496
HB Wealth Management
Georgia
$264K +$264K +3,147 New
KC
497
Kinloch Capital
Virginia
$263K – – –
APA
498
Astoria Portfolio Advisors
New York
$263K +$263K +2,987 New
Brown Advisory
499
Brown Advisory
Maryland
$262K +$7.47K +89 +3%
ACA
500
Atlas Capital Advisors
Wyoming
$262K – – –
18 19
20
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