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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.

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
1
Geode Capital Management
Massachusetts
$403M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$146M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$312M
4
Bank of America
4
Bank of America
North Carolina
$1.43B
5
Axa
5
Axa
France
$25.2M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$732M
2
ORIO
2
Old Republic International (ORI)
Illinois
$0
3
N
3
Natixis
France
$1.1M
4
BlackRock
4
BlackRock
New York
$1.58B
5
WCM
5
Wedge Capital Management
North Carolina
$240K
Name Holding Trade Value Shares
Change 		Shares
Change %
State Board of Administration of Florida Retirement System
51
State Board of Administration of Florida Retirement System
Florida
$21.8M -$893K -12,370 -4%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$20.3M +$17.2M +238,436 +560%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$20.1M -$541K -7,501 -3%
Canada Life
54
Canada Life
Manitoba, Canada
$19.7M +$933K +12,958 +5%
Principal Financial Group
55
Principal Financial Group
Iowa
$19M -$669K -9,279 -3%
BGIM
56
Brandywine Global Investment Management
Pennsylvania
$18.8M +$1.54M +21,337 +9%
Wells Fargo
57
Wells Fargo
California
$17.8M +$2.03M +28,138 +13%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$17.6M -$540K -7,485 -3%
Skandinaviska Enskilda Banken (SEB)
59
Skandinaviska Enskilda Banken (SEB)
Sweden
$16.7M +$13.3M +183,795 +383%
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$14.9M +$1.84M +25,493 +14%
UBS Group
61
UBS Group
Switzerland
$14.7M -$2.55M -35,367 -15%
Prudential Financial
62
Prudential Financial
New Jersey
$14.4M -$798K -11,125 -5%
Citigroup
63
Citigroup
New York
$14.2M -$3.34M -46,244 -19%
Swedbank
64
Swedbank
Sweden
$13.1M – – –
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.8M -$313K -4,339 -2%
BNP Paribas Asset Management
66
BNP Paribas Asset Management
France
$12.8M +$12.3M +170,881 +2,789%
O
67
Ossiam
France
$12.8M +$11.9M +164,607 +1,334%
SIS
68
Sound Income Strategies
Florida
$12.4M -$712K -9,862 -5%
GT
69
Glenmede Trust
Pennsylvania
$12M -$35.3K -489 -0.3%
VLKIM
70
Van Lanschot Kempen Investment Management
Netherlands
$11.9M -$3.76M -52,163 -24%
JG
71
Jefferies Group
New York
$11.8M +$11.8M +164,200 New
Ensign Peak Advisors
72
Ensign Peak Advisors
Utah
$11.8M +$5.39M +74,660 +85%
AQR Capital Management
73
AQR Capital Management
Connecticut
$11.5M +$11.5M +159,984 New
Russell Investments Group
74
Russell Investments Group
United Kingdom
$11.5M -$2.97M -41,250 -21%
Mitsubishi UFJ Asset Management
75
Mitsubishi UFJ Asset Management
Japan
$11.4M +$467K +6,471 +4%
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