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Principal Financial Group
PFG

Overview Fund Activity

725 hedge funds and large institutions have $13.2B invested in Principal Financial Group in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 224 increasing their positions, 292 reducing their positions, and 65 closing their positions.

Holders
725
Holders Change
-12
Holders Change %
-1.63%
% of All Funds
11.44%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
58
Increased
224
Reduced
292
Closed
65
Calls
$16.4M
Puts
$10.6M
Net Calls
+$5.85M
Net Calls Change
-$2.19M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$292M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$694M
3
Citadel Advisors
3
Citadel Advisors
Florida
$34.7M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$40M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$29.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$33.3M
2
Bank of America
2
Bank of America
North Carolina
$1.04B
3
First Trust Advisors
3
First Trust Advisors
Illinois
$202M
4
BlackRock
4
BlackRock
New York
$1.51B
5
CS
5
Credit Suisse
Switzerland
$32M
Name Market Value Shares Shares
Change 		Shares
Change %
AllianceBernstein
51
AllianceBernstein
Tennessee
$25.6M 337,638 -21,518 -6%
Canada Life
52
Canada Life
Manitoba, Canada
$25M 327,617 +46,784 +17%
GHA
53
GW Henssler & Associates
Georgia
$24.7M 325,816 +2,607 +0.8%
OSAM
54
O'Shaughnessy Asset Management
Connecticut
$23.9M 314,717 +67,204 +27%
New York State Teachers Retirement System (NYSTRS)
55
New York State Teachers Retirement System (NYSTRS)
New York
$23.2M 306,182 -4,074 -1%
T. Rowe Price Associates
56
T. Rowe Price Associates
Maryland
$23.1M 304,277 -2,970 -1%
Skandinaviska Enskilda Banken (SEB)
57
Skandinaviska Enskilda Banken (SEB)
Sweden
$22.6M 297,274 -172,309 -37%
State Board of Administration of Florida Retirement System
58
State Board of Administration of Florida Retirement System
Florida
$21.9M 288,697 -8,192 -3%
Principal Financial Group
59
Principal Financial Group
Iowa
$20.6M 271,171 -3,666 -1%
Man Group
60
Man Group
United Kingdom
$19.6M 258,527 +258,527 New
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$19.1M 251,909 -13,952 -5%
Russell Investments Group
62
Russell Investments Group
United Kingdom
$19.1M 251,440 +68,337 +37%
A
63
AustralianSuper
Australia
$18.2M 239,321 -80,596 -25%
AWM
64
AE Wealth Management
Kansas
$17.4M 229,324 -9,814 -4%
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$17.2M 226,336 -46,643 -17%
Adage Capital Partners
66
Adage Capital Partners
Massachusetts
$17.1M 225,000 +225,000 New
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$16.7M 220,848 -13,895 -6%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$16.7M 219,780 -78,756 -26%
Mitsubishi UFJ Asset Management
69
Mitsubishi UFJ Asset Management
Japan
$16.2M 213,343 +28,641 +16%
Wells Fargo
70
Wells Fargo
California
$15.9M 210,187 -24,216 -10%
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$15.8M 208,750 +4,989 +2%
Squarepoint
72
Squarepoint
New York
$15.7M 207,112 -101,414 -33%
ACM
73
Argent Capital Management
Missouri
$15.7M 206,961 -128,807 -38%
Swedbank
74
Swedbank
Sweden
$15.6M 205,162 – –
Prudential Financial
75
Prudential Financial
New Jersey
$15.2M 200,514 -2,577 -1%
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