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Principal Financial Group
PFG

Overview Fund Activity

749 hedge funds and large institutions have $13.5B invested in Principal Financial Group in 2023 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 223 increasing their positions, 283 reducing their positions, and 73 closing their positions.

Holders
749
Holders Change
+33
Holders Change %
+4.61%
% of All Funds
10.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
115
Increased
223
Reduced
283
Closed
73
Calls
$14.4M
Puts
$12.7M
Net Calls
+$1.71M
Net Calls Change
-$6.11M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$537M
2
PI
2
PineBridge Investments
New York
$45.3M
3
Norges Bank
3
Norges Bank
Norway
$254M
4
Barclays
4
Barclays
United Kingdom
$83.3M
5
Millennium Management
5
Millennium Management
New York
$48.4M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$507M
2
Bank of America
2
Bank of America
North Carolina
$832M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$93.2M
4
BlackRock
4
BlackRock
New York
$1.49B
5
AssetMark Inc
5
AssetMark Inc
California
$94.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Life
51
Canada Life
Manitoba, Canada
$23.4M +$164K +2,094 +0.7%
Squarepoint
52
Squarepoint
New York
$23.3M +$4.34M +55,212 +23%
State Board of Administration of Florida Retirement System
53
State Board of Administration of Florida Retirement System
Florida
$21.9M -$719K -9,136 -3%
A
54
AustralianSuper
Australia
$21.8M +$2.98M +37,836 +16%
Tudor Investment Corp
55
Tudor Investment Corp
Connecticut
$21.5M +$11.1M +141,440 +107%
Assenagon Asset Management
56
Assenagon Asset Management
Luxembourg
$19.7M +$18.2M +231,601 +1,219%
New York State Teachers Retirement System (NYSTRS)
57
New York State Teachers Retirement System (NYSTRS)
New York
$19.3M -$1.56M -19,817 -7%
Principal Financial Group
58
Principal Financial Group
Iowa
$18.4M -$2.01M -25,563 -10%
Mitsubishi UFJ Asset Management
59
Mitsubishi UFJ Asset Management
Japan
$18.3M +$192K +2,439 +1%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$17.7M +$4.05M +51,031 +30%
OSAM
61
O'Shaughnessy Asset Management
Connecticut
$17.2M -$4.55M -57,863 -21%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$16.6M -$299K -3,796 -2%
Ameriprise
63
Ameriprise
Minnesota
$15.7M +$989K +12,569 +7%
GHA
64
GW Henssler & Associates
Georgia
$15.6M +$133K +1,694 +0.9%
Point72 Asset Management
65
Point72 Asset Management
Connecticut
$15.4M +$13.5M +172,154 +716%
Wells Fargo
66
Wells Fargo
California
$15.3M -$151K -1,923 -1%
AWM
67
AE Wealth Management
Kansas
$15M -$1.91M -23,746 -11%
State of Wisconsin Investment Board
68
State of Wisconsin Investment Board
Wisconsin
$14.9M +$1.94M +24,651 +15%
State of Tennessee, Department of Treasury
69
State of Tennessee, Department of Treasury
Tennessee
$14.7M +$1.63M +20,730 +12%
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$14.6M -$1.92M -24,358 -12%
Canada Pension Plan Investment Board
71
Canada Pension Plan Investment Board
Ontario, Canada
$14.6M +$3.49M +44,300 +31%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$14.3M -$533K -6,777 -4%
CSS
73
Cubist Systematic Strategies
Connecticut
$13.9M +$13.9M +176,919 New
Toronto Dominion Bank
74
Toronto Dominion Bank
Ontario, Canada
$13.7M +$4.89M +62,203 +56%
Royal London Asset Management
75
Royal London Asset Management
United Kingdom
$13.4M -$193K -2,458 -1%
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