PFG icon

Principal Financial Group
PFG

Overview Fund Activity

700 hedge funds and large institutions have $13.3B invested in Principal Financial Group in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 223 increasing their positions, 246 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+16
Holders Change %
+2.34%
% of All Funds
12.1%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
80
Increased
223
Reduced
246
Closed
56
Calls
$15.1M
Puts
$7.53M
Net Calls
+$7.58M
Net Calls Change
-$2.13M

Top Buyers

1
Geode Capital Management
Geode Capital Management
Massachusetts
+$47.3M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$27.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$25.7M
4
Bank of America
Bank of America
North Carolina
+$25.3M
5
Axa
Axa
France
+$20.2M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$126M
2
ORIO
Old Republic International (ORI)
Illinois
-$67.5M
3
N
Natixis
France
-$54M
4
BlackRock
BlackRock
New York
-$46M
5
WCM
Wedge Capital Management
North Carolina
-$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
601
Sugarloaf Wealth Management
Georgia
$27K – – –
DWMG
602
DB Wealth Management Group
California
$27K – – –
MAM
603
Marquette Asset Management
Minnesota
$27K – – –
AFS
604
Annapolis Financial Services
Maryland
$27K – – –
MWA
605
Miller Wealth Advisors
Colorado
$26K – – –
WAS
606
Winch Advisory Services
Wisconsin
$26K +$214 +3 +0.8%
SC
607
Schubert & Co
Texas
$26K +$947 +13 +4%
WAM
608
WFA Asset Management
Wisconsin
$25.5K – – –
ADL
609
Asset Dedication LLC
California
$25K +$24.6K +340 +5,667%
FP
610
Financial Perspectives
Minnesota
$24.6K – – –
VNA
611
Valley National Advisers
Pennsylvania
$24K +$239 +3 +1%
GI
612
Gradient Investments
Minnesota
$24K +$4.74K +67 +25%
PCA
613
Providence Capital Advisors
North Carolina
$23K – – –
MAWCM
614
Mine & Arao Wealth Creation & Management
California
$23K +$23K +321 New
BWL
615
Bogart Wealth LLC
Virginia
$22K – – –
OSNBOA
616
Old Second National Bank of Aurora
Illinois
$22K – – –
TSW
617
Thompson Siegel & Walmsley
Virginia
$22K – – –
AP
618
Atwood & Palmer
Missouri
$22K – – –
HWM
619
HighMark Wealth Management
Minnesota
$22K – – –
BBHC
620
Brown Brothers Harriman & Co
New York
$22K +$1.77K +24 +9%
HF
621
Halpern Financial
Virginia
$21.4K – – –
SSG
622
Summit Securities Group
New York
$21K -$14.6K -202 -41%
PK
623
Pflug Koory
Nebraska
$21K – – –
FCT
624
First Community Trust
Iowa
$21K – – –
HRC
625
Hoertkorn Richard Charles
$20K – – –
23 24
25
26 27