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Principal Financial Group
PFG

Overview Fund Activity

776 hedge funds and large institutions have $13.8B invested in Principal Financial Group in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 254 increasing their positions, 288 reducing their positions, and 82 closing their positions.

Holders
776
Holders Change
-13
Holders Change %
-1.65%
% of All Funds
11.23%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
78
Increased
254
Reduced
288
Closed
82
Calls
$26.5M
Puts
$16.9M
Net Calls
+$9.58M
Net Calls Change
+$7.09M

Top Buyers

1
Invesco
1
Invesco
Georgia
$282M
2
Bank of America
2
Bank of America
North Carolina
$956M
3
Goldman Sachs
3
Goldman Sachs
New York
$149M
4
Amundi
4
Amundi
France
$94.1M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$40M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$426M
3
MPI
3
Mairs & Power Inc
Minnesota
$74.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.36B
5
Jane Street
5
Jane Street
New York
$719K
Name Market Value Shares Shares
Change 		Shares
Change %
Canada Life
51
Canada Life
Manitoba, Canada
$21.9M 254,858 +3,595 +1%
Citigroup
52
Citigroup
New York
$21M 243,993 -46,987 -16%
State Board of Administration of Florida Retirement System
53
State Board of Administration of Florida Retirement System
Florida
$20.7M 240,901 -23,700 -9%
IIM
54
INTECH Investment Management
Florida
$20.1M 233,758 -64,804 -22%
Principal Financial Group
55
Principal Financial Group
Iowa
$19.9M 231,277 +6,817 +3%
Verition Fund Management
56
Verition Fund Management
Connecticut
$19.5M 226,796 -150,049 -40%
Man Group
57
Man Group
United Kingdom
$18.8M 219,133 -163,344 -43%
American Century Companies
58
American Century Companies
Missouri
$18.2M 211,929 +45,877 +28%
SIS
59
Sound Income Strategies
Florida
$18.1M 210,139 +14,923 +8%
GHA
60
GW Henssler & Associates
Georgia
$17.5M 203,522 +1,197 +0.6%
GC
61
Gillson Capital
Illinois
$16.8M 195,101 +195,101 New
Two Sigma Investments
62
Two Sigma Investments
New York
$15.8M 184,343 +159,655 +647%
BA
63
Bridgewater Associates
Connecticut
$15.8M 184,083 +85,575 +87%
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$15.7M 183,310 -24,660 -12%
DnB Asset Management
65
DnB Asset Management
Norway
$14.9M 173,260 +136,299 +369%
State of Wisconsin Investment Board
66
State of Wisconsin Investment Board
Wisconsin
$14.7M 171,090 +1 +0%
Ameriprise
67
Ameriprise
Minnesota
$14.6M 170,295 -7,406 -4%
Swedbank
68
Swedbank
Sweden
$13.9M 162,158 – –
D.E. Shaw & Co
69
D.E. Shaw & Co
New York
$13.8M 160,944 -157,466 -49%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$13.4M 156,185 -7,633 -5%
BGIM
71
Brandywine Global Investment Management
Pennsylvania
$13M 145,082 +6,671 +5%
CIM
72
Cambria Investment Management
California
$12.4M 143,870 -1,076 -0.7%
Russell Investments Group
73
Russell Investments Group
United Kingdom
$12.3M 142,719 +11,552 +9%
WorldQuant Millennium Advisors
74
WorldQuant Millennium Advisors
New York
$12.1M 140,831 +36,338 +35%
N
75
Natixis
France
$12.1M 140,781 +82,517 +142%
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