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Principal Financial Group
PFG

Overview Fund Activity

684 hedge funds and large institutions have $12.5B invested in Principal Financial Group in 2022 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 238 increasing their positions, 236 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
684
Holders Change
+4
Holders Change %
+0.59%
% of All Funds
11.57%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
67
Increased
238
Reduced
236
Closed
53
Calls
$17.3M
Puts
$7.59M
Net Calls
+$9.71M
Net Calls Change
+$440K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.3B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$265M
3
Norges Bank
Norges Bank
Norway
$172M
4
N
Natixis
France
$51M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$110M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$794M
2
Morgan Stanley
Morgan Stanley
New York
$200M
3
State Street
State Street
Massachusetts
$802M
4
BlackRock
BlackRock
New York
$1.5B
5
Goldman Sachs
Goldman Sachs
New York
$99.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PO
551
Private Ocean
California
$37K – – –
AIM
552
Anchor Investment Management
South Carolina
$34.3K – – –
APA
553
American Portfolios Advisors
New York
$34.2K -$14.1K -211 -29%
GWS
554
Glassman Wealth Services
Virginia
$34K -$464 -7 -1%
CWA
555
Clearview Wealth Advisors
Oregon
$34K – – –
GFPC
556
Global Financial Private Client
Florida
$33.9K – – –
AAP
557
Arax Advisory Partners
Colorado
$33K +$270 +4 +0.8%
SSG
558
Summit Securities Group
New York
$33K +$26.4K +393 +397%
TC
559
Truvestments Capital
Florida
$33K +$33K +500 New
PMFA
560
Plante Moran Financial Advisors
Michigan
$32K – – –
Kayne Anderson Rudnick Investment Management
561
Kayne Anderson Rudnick Investment Management
California
$32K – – –
ODG
562
O'Dell Group
Ohio
$31K +$67 +1 +0.2%
PAI
563
Pittenger & Anderson Inc
Nebraska
$30K – – –
HI
564
Hudock Inc
Pennsylvania
$30K +$67 +1 +0.2%
AssetMark Inc
565
AssetMark Inc
California
$29K -$1.21K -18 -4%
HWA
566
HHM Wealth Advisors
Tennessee
$27K – – –
BIA
567
Bell Investment Advisors
California
$27K +$27K +405 New
WWP
568
WR Wealth Planners
Missouri
$26.8K +$267 +4 +1%
MA
569
MCF Advisors
Kentucky
$26K -$2.64K -40 -9%
RTC
570
Riverview Trust Company
Washington
$26K – – –
MWA
571
Miller Wealth Advisors
Colorado
$26K – – –
TPCW
572
TD Private Client Wealth
New York
$25.6K -$6.88K -103 -21%
MAM
573
Marquette Asset Management
Minnesota
$25K – – –
DWMG
574
DB Wealth Management Group
California
$25K – – –
AFS
575
Annapolis Financial Services
Maryland
$25K – – –
21 22
23
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