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Principal Financial Group
PFG

Overview Fund Activity

778 hedge funds and large institutions have $15.1B invested in Principal Financial Group in 2022 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 270 increasing their positions, 234 reducing their positions, and 47 closing their positions.

Holders
778
Holders Change
+78
Holders Change %
+11.14%
% of All Funds
12.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
137
Increased
270
Reduced
234
Closed
47
Calls
$20.7M
Puts
$10.7M
Net Calls
+$9.97M
Net Calls Change
+$2.39M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$238M
2
Morgan Stanley
2
Morgan Stanley
New York
$379M
3
BlackRock
3
BlackRock
New York
$1.97B
4
Goldman Sachs
4
Goldman Sachs
New York
$156M
5
CS
5
Credit Suisse
Switzerland
$65.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.41B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$713M
3
Norges Bank
3
Norges Bank
Norway
$78.9M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$255M
5
Ameriprise
5
Ameriprise
Minnesota
$82M
Name Market Value Shares Shares
Change 		Shares
Change %
State Board of Administration of Florida Retirement System
51
State Board of Administration of Florida Retirement System
Florida
$24.9M 296,929 -5,090 -2%
AQR Capital Management
52
AQR Capital Management
Connecticut
$24.8M 295,654 +135,670 +85%
Canada Life
53
Canada Life
Manitoba, Canada
$24.4M 289,465 +15,674 +6%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$23.3M 278,152 +81 +0%
Qube Research & Technologies (QRT)
55
Qube Research & Technologies (QRT)
United Kingdom
$22.9M 272,774 +272,774 New
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$22.7M 270,490 +63,475 +31%
Principal Financial Group
57
Principal Financial Group
Iowa
$22.7M 270,296 +7,472 +3%
Wells Fargo
58
Wells Fargo
California
$20.4M 243,548 -2,724 -1%
O
59
Ossiam
France
$20.2M 240,979 +64,029 +36%
LSV Asset Management
60
LSV Asset Management
Illinois
$20.1M 239,100 -64,329 -21%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$20M 238,278 -5,567 -2%
KBC Group
62
KBC Group
Belgium
$19.9M 236,534 -96,316 -29%
TC
63
TwinBeech Capital
New York
$19.8M 235,930 +235,930 New
BNP Paribas Asset Management
64
BNP Paribas Asset Management
France
$19.8M 235,848 +58,839 +33%
Ensign Peak Advisors
65
Ensign Peak Advisors
Utah
$19.1M 227,353 +64,338 +39%
AWM
66
AE Wealth Management
Kansas
$18.7M 223,308 +70,659 +46%
UB
67
UMB Bank
Missouri
$17.6M 210,003 +201,182 +2,281%
Swedbank
68
Swedbank
Sweden
$17.6M 209,178 +27,241 +15%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
69
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$17.4M 207,000 +207,000 New
IIM
70
INTECH Investment Management
Florida
$17.2M 205,428 +112,574 +121%
Prudential Financial
71
Prudential Financial
New Jersey
$16.8M 200,286 -918 -0.5%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$14.7M 168,831 +17,760 +12%
Mitsubishi UFJ Asset Management
73
Mitsubishi UFJ Asset Management
Japan
$14.6M 174,292 +16,803 +11%
Mitsubishi UFJ Trust & Banking
74
Mitsubishi UFJ Trust & Banking
Japan
$14.6M 173,715 +17,327 +11%
Korea Investment Corp
75
Korea Investment Corp
South Korea
$14.4M 171,561 +75,061 +78%
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