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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.

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

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$794M
2
Morgan Stanley
2
Morgan Stanley
New York
$200M
3
State Street
3
State Street
Massachusetts
$802M
4
BlackRock
4
BlackRock
New York
$1.5B
5
Goldman Sachs
5
Goldman Sachs
New York
$99.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
51
Citadel Advisors
Florida
$20.3M +$16.2M +241,976 +394%
EVM
52
Eaton Vance Management
Massachusetts
$19.8M +$2.29M +34,280 +13%
T. Rowe Price Associates
53
T. Rowe Price Associates
Maryland
$19.7M -$3.19M -47,767 -14%
New York State Teachers Retirement System (NYSTRS)
54
New York State Teachers Retirement System (NYSTRS)
New York
$19.6M -$340K -5,093 -2%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$19.1M -$1.16M -17,313 -6%
DZ Bank
56
DZ Bank
Germany
$18.4M -$97.2K -1,455 -0.5%
Principal Financial Group
57
Principal Financial Group
Iowa
$18.2M -$276K -4,135 -1%
Canada Life
58
Canada Life
Manitoba, Canada
$17.4M -$1.12M -16,714 -6%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$16.8M -$107K -1,608 -0.6%
State of Wisconsin Investment Board
60
State of Wisconsin Investment Board
Wisconsin
$16.4M -$522K -7,812 -3%
Citigroup
61
Citigroup
New York
$16.2M +$413K +6,181 +3%
BGIM
62
Brandywine Global Investment Management
Pennsylvania
$16M +$1.5M +22,520 +10%
UBS Group
63
UBS Group
Switzerland
$16M +$351K +5,255 +2%
Squarepoint
64
Squarepoint
New York
$15.7M +$15.7M +234,843 New
Wells Fargo
65
Wells Fargo
California
$14.6M +$1.62M +24,305 +13%
CM
66
Capital Management
Virginia
$14.5M -$127K -1,905 -0.9%
VLKIM
67
Van Lanschot Kempen Investment Management
Netherlands
$14.5M -$8.92M -133,493 -38%
Prudential Financial
68
Prudential Financial
New Jersey
$14.4M -$2.44M -36,030 -15%
Millennium Management
69
Millennium Management
New York
$14.1M +$9.44M +141,292 +201%
Russell Investments Group
70
Russell Investments Group
United Kingdom
$13.4M +$3.65M +54,637 +37%
Canada Pension Plan Investment Board
71
Canada Pension Plan Investment Board
Ontario, Canada
$13.2M -$33.4M -500,000 -72%
AWM
72
AE Wealth Management
Kansas
$12.3M +$4.39M +65,655 +56%
SIS
73
Sound Income Strategies
Florida
$12.2M +$1.07M +16,093 +10%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.2M -$1.4M -20,908 -10%
Swedbank
75
Swedbank
Sweden
$12.2M -$6.25M -93,529 -34%
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