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Principal Financial Group
PFG

Overview Fund Activity

737 hedge funds and large institutions have $13.4B invested in Principal Financial Group in 2023 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 277 increasing their positions, 244 reducing their positions, and 94 closing their positions.

Holders
737
Holders Change
-41
Holders Change %
-5.27%
% of All Funds
11.8%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
70
Increased
277
Reduced
244
Closed
94
Calls
$22.6M
Puts
$14.5M
Net Calls
+$8.04M
Net Calls Change
-$1.93M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$364M
2
Norges Bank
2
Norges Bank
Norway
$196M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.21B
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$46.5M
5
Goldman Sachs
5
Goldman Sachs
New York
$177M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$95.2M
2
BlackRock
2
BlackRock
New York
$1.59B
3
State Street
3
State Street
Massachusetts
$735M
4
Morgan Stanley
4
Morgan Stanley
New York
$215M
5
Ameriprise
5
Ameriprise
Minnesota
$17.1M
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
51
Argent Capital Management
Missouri
$25M 335,768 +625 +0.2%
E
52
Ergoteles
New York
$24.5M 330,112 +269,339 +443%
GHA
53
GW Henssler & Associates
Georgia
$24M 323,209 -4,803 -1%
A
54
AustralianSuper
Australia
$23.8M 319,917 +168,900 +112%
New York State Teachers Retirement System (NYSTRS)
55
New York State Teachers Retirement System (NYSTRS)
New York
$23.1M 310,256 -5,888 -2%
Squarepoint
56
Squarepoint
New York
$22.9M 308,526 +180,022 +140%
T. Rowe Price Associates
57
T. Rowe Price Associates
Maryland
$22.8M 307,247 +5,021 +2%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$22.2M 298,536 +184,617 +162%
State Board of Administration of Florida Retirement System
59
State Board of Administration of Florida Retirement System
Florida
$22.1M 296,889 -40 -0%
Canada Life
60
Canada Life
Manitoba, Canada
$20.9M 280,833 -8,632 -3%
Principal Financial Group
61
Principal Financial Group
Iowa
$20.4M 274,837 +4,541 +2%
BNP Paribas Financial Markets
62
BNP Paribas Financial Markets
France
$20.3M 272,979 +2,489 +0.9%
IIM
63
INTECH Investment Management
Florida
$20.2M 271,250 +65,822 +32%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$19.8M 265,861 -12,291 -4%
OSAM
65
O'Shaughnessy Asset Management
Connecticut
$18.4M 247,513 +88,659 +56%
AWM
66
AE Wealth Management
Kansas
$17.8M 239,138 +15,830 +7%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$17.4M 234,743 -3,535 -1%
Wells Fargo
68
Wells Fargo
California
$17.4M 234,403 -9,145 -4%
Ensign Peak Advisors
69
Ensign Peak Advisors
Utah
$17.4M 233,945 +6,592 +3%
Ameriprise
70
Ameriprise
Minnesota
$17.1M 230,023 -747,197 -76%
KBC Group
71
KBC Group
Belgium
$17.1M 229,737 -6,797 -3%
LSV Asset Management
72
LSV Asset Management
Illinois
$17M 228,300 -10,800 -5%
Korea Investment Corp
73
Korea Investment Corp
South Korea
$16.9M 227,088 +55,527 +32%
BNP Paribas Asset Management
74
BNP Paribas Asset Management
France
$16.2M 218,322 -17,526 -7%
UB
75
UMB Bank
Missouri
$15.8M 212,794 +2,791 +1%
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