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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.

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

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$507M
2
Bank of America
Bank of America
North Carolina
$832M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$93.2M
4
BlackRock
BlackRock
New York
$1.49B
5
AssetMark Inc
AssetMark Inc
California
$94.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
726
SJS Investment Consulting
Ohio
$2.28K -$1.1K -14 -33%
CWC
727
Carolinas Wealth Consulting
North Carolina
$2.28K – – –
AT
728
Arlington Trust
Alabama
$1.97K +$1.97K +25 New
WPA
729
West Paces Advisors
Georgia
$1.89K +$393 +5 +26%
GWSA
730
Global Wealth Strategies & Associates
Colorado
$1.57K – – –
TAM
731
Tucker Asset Management
Colorado
$1.42K – – –
DF
732
Dunhill Financial
United Kingdom
$1.33K +$1.33K +17 New
VWA
733
Valued Wealth Advisors
Utah
$1.3K +$1.3K +18 New
RAG
734
RIA Advisory Group
Iowa
$1.19K +$1.19K +1,076,964 +35,473%
WWM
735
Wolff Wiese Magana
California
$1.18K +$1.18K +15 New
Kayne Anderson Rudnick Investment Management
736
Kayne Anderson Rudnick Investment Management
California
$1.1K -$79 -1 -7%
LFG
737
Larson Financial Group
Missouri
$1.06K -$325 -4 -24%
AW
738
Avion Wealth
Texas
$1K – – –
PA
739
Pineridge Advisors
Missouri
$873 +$873 +11 New
AP
740
Aspect Partners
Virginia
$865 +$865 +11 New
CTWM
741
Cherry Tree Wealth Management
Minnesota
$630 – – –
TWP
742
TFO Wealth Partners
Ohio
$472 – – –
MHR
743
Matthew Hamilton Rosenberg
$472 – – –
CJ
744
Caitlin John
Michigan
$319 +$319 +4 New
JWM
745
Janiczek Wealth Management
Colorado
$315 – – –
EWM
746
Evermay Wealth Management
Virginia
$315 +$315 +4 New
BWM
747
Baystate Wealth Management
Massachusetts
$138 -$4K -29 -97%
SWA
748
SOA Wealth Advisors
New York
$86 -$2.92K -34 -97%
DWM
749
Dogwood Wealth Management
Kansas
$3 – – –
GC
750
Gillson Capital
Illinois
– -$23.2M -322,491 Closed
28 29
30
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