PFG icon

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 %
AWM
751
Abound Wealth Management
Tennessee
$3.52K 41 – –
DPW
752
DiNuzzo Private Wealth
Pennsylvania
$3.01K 35 – –
PWMG
753
Prestige Wealth Management Group
New Jersey
$2.92K 34 – –
CWC
754
Carolinas Wealth Consulting
North Carolina
$2.49K 29 -5 -15%
LI
755
LRI Investments
Florida
$2.25K 26 – –
Lazard Asset Management
756
Lazard Asset Management
New York
$2K 28 -7 -20%
GWM
757
Guardian Wealth Management
Illinois
$1.98K 23 – –
DF
758
Dunhill Financial
United Kingdom
$1.77K 21 +1 +5%
VWM
759
Valley Wealth Managers
New Jersey
$1.72K 20 – –
GWSA
760
Global Wealth Strategies & Associates
Colorado
$1.72K 20 – –
WPA
761
West Paces Advisors
Georgia
$1.63K 19 – –
IAIM
762
International Assets Investment Management
Florida
$1.54K 132,200 +130,225 +6,594%
AP
763
Aspect Partners
Virginia
$1.46K 17 – –
WWM
764
Wolff Wiese Magana
California
$1.29K 15 – –
HFS
765
Horizon Financial Services
North Carolina
$1.2K 14 – –
AW
766
Avion Wealth
Texas
$1K 14 – –
PCM
767
Penserra Capital Management
California
$1K 21 +3 +17%
VWA
768
Valued Wealth Advisors
Utah
$688 8 -15 -65%
CTWM
769
Cherry Tree Wealth Management
Minnesota
$688 8 – –
Kayne Anderson Rudnick Investment Management
770
Kayne Anderson Rudnick Investment Management
California
$687 8 – –
MHR
771
Matthew Hamilton Rosenberg
$430 5 – –
RWM
772
Ruedi Wealth Management
Illinois
$344 4 -4 -50%
WA
773
WestEnd Advisors
North Carolina
$172 2 +1 +100%
SWA
774
SOA Wealth Advisors
New York
$96 1 – –
MFA
775
McClarren Financial Advisors
Pennsylvania
$69 810 +654 +419%
29 30
31
32 33