PFG icon

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 %
HRC
601
Hoertkorn Richard Charles
$18K – – –
KTC
602
Kistler-Tiffany Companies
Pennsylvania
$18K – – –
TWM
603
Tradition Wealth Management
Minnesota
$18K +$135 +2 +0.8%
BBHC
604
Brown Brothers Harriman & Co
New York
$18K +$4.65K +71 +35%
GI
605
Gradient Investments
Minnesota
$18K +$8.87K +134 +97%
RIM
606
Rockbridge Investment Management
New York
$17.2K – – –
SMG
607
Spectrum Management Group
Indiana
$17K -$3.64M -55,392 -100%
IFAM
608
Institutional & Family Asset Management
Colorado
$17K – – –
AWM
609
Avior Wealth Management
Nebraska
$17K +$130 +2 +0.8%
ZB
610
Zions Bancorporation
Utah
$17K +$3.7K +54 +28%
ZIG
611
Zullo Investment Group
Pennsylvania
$16K – – –
KFI
612
Key Financial Inc
Pennsylvania
$15K – – –
HC
613
Hoese & Co
Minnesota
$15K – – –
CA
614
Crewe Advisors
Utah
$15K +$15K +221 New
SA
615
SRH Advisors
Kansas
$14K – – –
VRM
616
Vectors Research Management
New York
$14K +$14K +216 New
ACA
617
Atlas Capital Advisors
Wyoming
$13.9K – – –
FPS
618
Fieldpoint Private Securities
Connecticut
$13K -$41K -603 -76%
ST
619
Smithfield Trust
Pennsylvania
$13K – – –
ACM
620
Antonetti Capital Management
Florida
$13K – – –
LC
621
Lindbrook Capital
California
$13K – – –
COCM
622
Charter Oak Capital Management
New Hampshire
$13K – – –
FMP
623
Financial Management Professionals
Texas
$13K +$2.61K +40 +25%
GWA
624
Gibson Wealth Advisors
Texas
$12K – – –
Bank of Montreal
625
Bank of Montreal
Ontario, Canada
$11.1K -$393 -5,738 -3%
23 24
25
26 27