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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 %
DPW
751
DiNuzzo Private Wealth
Pennsylvania
$2.71K 35 – –
RJA
752
Ross\Johnson & Associates
Minnesota
$2.71K 35 +35 New
PWMG
753
Prestige Wealth Management Group
New Jersey
$2.63K 34 – –
DF
754
Dunhill Financial
United Kingdom
$2.59K 33 +12 +57%
CWC
755
Carolinas Wealth Consulting
North Carolina
$2.25K 29 – –
CWM
756
Crowley Wealth Management
Delaware
$2.17K 28 +28 New
LI
757
LRI Investments
Florida
$2.01K 26 – –
GWSA
758
Global Wealth Strategies & Associates
Colorado
$1.55K 20 – –
VWM
759
Valley Wealth Managers
New Jersey
$1.55K 20 – –
RS
760
R Squared
Hong Kong
$1.55K 20 +20 New
WPA
761
West Paces Advisors
Georgia
$1.47K 19 – –
AP
762
Aspect Partners
Virginia
$1.32K 17 – –
WWM
763
Wolff Wiese Magana
California
$1.16K 15 – –
AW
764
Avion Wealth
Texas
$1K 20 +6 +43%
AGWCA
765
Annis Gardner Whiting Capital Advisors
Florida
$929 12 +12 New
BFPW
766
BOK Financial Private Wealth
Colorado
$775 10 +10 New
CTWM
767
Cherry Tree Wealth Management
Minnesota
$620 8 – –
VWA
768
Valued Wealth Advisors
Utah
$620 8 – –
Kayne Anderson Rudnick Investment Management
769
Kayne Anderson Rudnick Investment Management
California
$619 8 – –
PWM
770
Parkworth Wealth Management
California
$464 6 +6 New
WCM
771
WealthTrak Capital Management
Virginia
$388 5 +5 New
RWM
772
Ruedi Wealth Management
Illinois
$310 4 – –
PWA
773
Principia Wealth Advisory
Texas
$310 4 +4 New
CAWM
774
Capital A Wealth Management
Pennsylvania
$232 3 +3 New
WA
775
WestEnd Advisors
North Carolina
$155 2 – –
29 30
31
32 33