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Principal Financial Group
PFG

Overview Fund Activity

778 hedge funds and large institutions have $12.6B invested in Principal Financial Group in 2024 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 269 increasing their positions, 270 reducing their positions, and 79 closing their positions.

Holders
778
Holders Change
+2
Holders Change %
+0.26%
% of All Funds
10.36%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
92
Increased
269
Reduced
270
Closed
79
Calls
$21.5M
Puts
$8.69M
Net Calls
+$12.8M
Net Calls Change
+$3.19M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$217M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$55.1M
3
Deutsche Bank
3
Deutsche Bank
Germany
$115M
4
UBS Group
4
UBS Group
Switzerland
$115M
5
Citadel Advisors
5
Citadel Advisors
Florida
$31.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$759M
2
Invesco
2
Invesco
Georgia
$213M
3
Goldman Sachs
3
Goldman Sachs
New York
$94.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$153M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$118M
Name Market Value Shares Shares
Change 		Shares
Change %
BA
51
Bridgewater Associates
Connecticut
$19.6M 253,752 +69,669 +38%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$19.6M 253,404 -250,331 -50%
Korea Investment Corp
53
Korea Investment Corp
South Korea
$19.4M 250,366 -8,000 -3%
Canada Life
54
Canada Life
Manitoba, Canada
$19M 245,316 -9,542 -4%
AllianceBernstein
55
AllianceBernstein
Tennessee
$18.6M 239,775 -15,808 -6%
BNP Paribas Asset Management
56
BNP Paribas Asset Management
France
$18.4M 237,791 +161,564 +212%
SIS
57
Sound Income Strategies
Florida
$17.7M 228,677 +18,538 +9%
Principal Financial Group
58
Principal Financial Group
Iowa
$17.6M 227,090 -4,187 -2%
GHA
59
GW Henssler & Associates
Georgia
$17.3M 201,091 -2,431 -1%
State Board of Administration of Florida Retirement System
60
State Board of Administration of Florida Retirement System
Florida
$16.9M 218,115 -22,786 -9%
Raymond James Financial
61
Raymond James Financial
Florida
$15.8M 204,385 +204,385 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
62
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$15.2M 197,000 +92,000 +88%
American Century Companies
63
American Century Companies
Missouri
$15M 193,722 -18,207 -9%
Allianz Asset Management
64
Allianz Asset Management
Germany
$15M 193,569 +67,350 +53%
EGM
65
Engineers Gate Manager
New York
$14.9M 192,327 +133,212 +225%
First Trust Advisors
66
First Trust Advisors
Illinois
$14.8M 191,092 +88,656 +87%
Wells Fargo
67
Wells Fargo
California
$14.1M 182,322 -77,149 -30%
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$13.9M 179,282 -4,028 -2%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$13.2M 169,966 +114,725 +208%
Swedbank
70
Swedbank
Sweden
$12.6M 162,158 – –
Bank of Nova Scotia
71
Bank of Nova Scotia
Ontario, Canada
$12.1M 156,826 +86,851 +124%
Zurich Cantonal Bank
72
Zurich Cantonal Bank
Switzerland
$12M 154,534 +38,952 +34%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$11.9M 153,682 -2,503 -2%
Citigroup
74
Citigroup
New York
$11.6M 150,308 -93,685 -38%
Ameriprise
75
Ameriprise
Minnesota
$11.6M 149,802 -20,493 -12%
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