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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 %
JWCA
526
J.W. Cole Advisors
Florida
$233K +$168 +2 +0.1%
SFG
527
Sather Financial Group
Texas
$231K +$231K +2,754 New
LIM
528
Leavell Investment Management
Alabama
$229K +$229K +2,730 New
VAG
529
VisionPoint Advisory Group
Texas
$229K +$229K +2,462 New
SYBT
530
Stock Yards Bank & Trust
Kentucky
$228K +$228K +2,716 New
WIM
531
WealthPlan Investment Management
Nebraska
$226K +$279 +3 +0.1%
TAM
532
Trust Asset Management
Texas
$224K +$224K +2,673 New
WP
533
WealthPLAN Partners
Nebraska
$223K +$223K +2,427 New
MAS
534
Meeder Advisory Services
Ohio
$223K +$223K +2,655 New
BJL
535
Brighton Jones LLC
Washington
$220K +$220K +2,627 New
FNT
536
First National Trust
Pennsylvania
$219K +$219K +2,606 New
CT
537
Chicago Trust
Illinois
$218K -$210K -2,500 -49%
PA
538
Profund Advisors
Maryland
$217K +$217K +2,586 New
RIL
539
Rothschild Investment LLC
Illinois
$217K +$217K +2,580 New
MNBTD
540
Moody National Bank Trust Division
Texas
$217K +$217K +2,582 New
AWM
541
Axxcess Wealth Management
California
$216K +$216K +2,578 New
ST
542
Sageworth Trust
Pennsylvania
$216K – – –
WB
543
WesBanco Bank
West Virginia
$215K +$215K +2,557 New
PFGIA
544
Patriot Financial Group Insurance Agency
Massachusetts
$214K +$214K +2,553 New
S
545
SignatureFD
Georgia
$214K -$1.18K -14 -0.5%
ATPW
546
Ashton Thomas Private Wealth
Arizona
$213K +$213K +2,541 New
CFB
547
Cullen/Frost Bankers
Texas
$212K – – –
WT
548
Whittier Trust
California
$211K -$3.11K -37 -1%
FMAEN1
549
Fund Management at Engine No 1
California
$210K +$210K +2,506 New
NSEDCP
550
NJ State Employees Deferred Compensation Plan
New Jersey
$210K +$210K +2,500 New
20 21
22
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