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Principal Financial Group
PFG

Overview Fund Activity

716 hedge funds and large institutions have $12.4B invested in Principal Financial Group in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 215 increasing their positions, 280 reducing their positions, and 65 closing their positions.

Holders
716
Holders Change
-9
Holders Change %
-1.24%
% of All Funds
11.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
65
Increased
215
Reduced
280
Closed
65
Calls
$18M
Puts
$10.1M
Net Calls
+$7.81M
Net Calls Change
+$1.97M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$104M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$706M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$319M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$87.3M
5
GC
5
Gillson Capital
Illinois
$23.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$872M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$6.11M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$372M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.09B
5
Goldman Sachs
5
Goldman Sachs
New York
$141M
Name Market Value Shares Shares
Change 		Shares
Change %
OSAM
51
O'Shaughnessy Asset Management
Connecticut
$20M 276,844 -37,873 -12%
Man Group
52
Man Group
United Kingdom
– – -258,527 Closed
New York State Teachers Retirement System (NYSTRS)
53
New York State Teachers Retirement System (NYSTRS)
New York
$19.1M 265,073 -41,109 -13%
UBS Group
54
UBS Group
Switzerland
$19.1M 264,981 -95,602 -27%
BNP Paribas Financial Markets
55
BNP Paribas Financial Markets
France
$18.9M 262,882 +36,546 +16%
Principal Financial Group
56
Principal Financial Group
Iowa
$18.7M 259,018 -12,153 -4%
Osaic Holdings
57
Osaic Holdings
Arizona
$18.1M 250,874 +116,506 +87%
Russell Investments Group
58
Russell Investments Group
United Kingdom
$17.6M 243,396 -8,044 -3%
Squarepoint
59
Squarepoint
New York
$17.4M 241,404 +34,292 +17%
A
60
AustralianSuper
Australia
$17.2M 239,321 – –
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$17.1M 237,931 +29,181 +14%
Mitsubishi UFJ Asset Management
62
Mitsubishi UFJ Asset Management
Japan
$16.5M 229,578 +16,235 +8%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$15.5M 214,410 -6,438 -3%
Millennium Management
64
Millennium Management
New York
$15.4M 213,794 -246,843 -54%
AWM
65
AE Wealth Management
Kansas
$15.1M 210,079 -19,245 -8%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$15.1M 209,956 -41,953 -17%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$14.4M 200,119 -239,104 -54%
GHA
68
GW Henssler & Associates
Georgia
$14.1M 196,006 -129,810 -40%
Wells Fargo
69
Wells Fargo
California
$14.1M 195,803 -14,384 -7%
Prudential Financial
70
Prudential Financial
New Jersey
$14.1M 195,091 -5,423 -3%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$13.6M 188,685 -31,095 -14%
Ameriprise
72
Ameriprise
Minnesota
$13.5M 187,569 -1,772 -0.9%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$13.3M 171,717 -1,367 -0.8%
Swedbank
74
Swedbank
Sweden
$13.2M 183,582 -21,580 -11%
TC
75
TwinBeech Capital
New York
$12.5M 173,335 +173,335 New
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