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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.

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

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$1.78M
2
Amundi
Amundi
France
$67.6M
3
Marshall Wace
Marshall Wace
United Kingdom
$3.01M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$4.11M
5
HF
HRT Financial
New York
$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFS
501
Oldfather Financial Services
Nebraska
$268K +$268K +3,414 New
RJT
502
Raymond James Trust
Florida
$266K +$3.22K +41 +1%
MOS
503
MGO One Seven
Ohio
$266K +$59.2K +755 +29%
SP
504
Symmetry Partners
Connecticut
$266K – – –
BIG
505
Brooklyn Investment Group
New York
$264K – – –
LA
506
LVW Advisors
New York
$262K +$262K +3,336 New
PCMC
507
Paragon Capital Management (Colorado)
Colorado
$261K +$261K +3,333 New
BAM
508
Belpointe Asset Management
Nevada
$261K +$12.8K +163 +5%
KNFPWM
509
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$261K – – –
TFA
510
Transamerica Financial Advisors
Florida
$257K – – –
FCFC
511
First Citizens Financial Corp
Iowa
$256K – – –
CWA
512
Centennial Wealth Advisory
Michigan
$253K -$65.9K -840 -21%
RIL
513
Rothschild Investment LLC
Illinois
$250K -$10.4K -132 -4%
CTC
514
Central Trust Company
Missouri
$249K – – –
Koshinski Asset Management
515
Koshinski Asset Management
Illinois
$249K -$14.6K -181 -6%
CTA
516
Chesley Taft & Associates
Illinois
$248K +$235 +3 +0.1%
VCA
517
Verdence Capital Advisors
Maryland
$247K -$505K -6,437 -67%
PA
518
Profund Advisors
Maryland
$246K -$9.96K -127 -4%
HI
519
Horizon Investments
North Carolina
$246K -$1.1K -14 -0.4%
Nomura Holdings
520
Nomura Holdings
Japan
$245K +$245K +3,120 New
SAG
521
SageView Advisory Group
California
$243K +$243K +3,102 New
P
522
Pitcairn
Pennsylvania
$243K +$11.5K +146 +5%
DWP
523
Daymark Wealth Partners
Ohio
$242K +$242K +3,083 New
LCM
524
Laurion Capital Management
New York
$241K -$399K -5,084 -62%
JGIA
525
Jackson Grant Investment Advisers
Connecticut
$241K – – –
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