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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 %
ST
826
Sageworth Trust
Pennsylvania
– – -2,577 Closed
SCA
827
Snowden Capital Advisors
New York
– – -2,560 Closed
RFA
828
Resurgent Financial Advisors
Georgia
– – -2,532 Closed
NSEDCP
829
NJ State Employees Deferred Compensation Plan
New Jersey
– – -2,500 Closed
SCI
830
S&CO Inc
Massachusetts
– – -2,500 Closed
IWC
831
Integrated Wealth Concepts
Massachusetts
– – -2,465 Closed
AFG
832
Atomi Financial Group
New York
– – -2,437 Closed
BCP
833
Blackhawk Capital Partners
Wisconsin
– – -2,430 Closed
HAIM
834
Hunter Associates Investment Management
Pennsylvania
– – -2,411 Closed
CI
835
Cigna Investments
Connecticut
– – -2,379 Closed
LRWA
836
Long Run Wealth Advisors
New York
– – -2,376 Closed
1IA
837
1834 Investment Advisors
Wisconsin
– – -2,357 Closed
JIP
838
Jaffetilchin Investment Partners
Florida
– – -2,150 Closed
CFM
839
Catalyst Funds Management
Australia
– – -1,500 Closed
FAM
840
Flaharty Asset Management
Florida
– – -609 Closed
CPA
841
Capital Performance Advisors
California
– – -582 Closed
DWS
842
Dynamic Wealth Strategies
California
– – -528 Closed
FCM
843
Fourpath Capital Management
Oklahoma
– – -523 Closed
TC
844
Truvestments Capital
Florida
– – -500 Closed
PCA
845
Providence Capital Advisors
North Carolina
– – -320 Closed
UCI
846
Uncommon Cents Investing
Wisconsin
– – -191 Closed
NS
847
NBC Securities
Alabama
– – -190 Closed
HGA
848
Hobbs Group Advisors
South Carolina
– – -172 Closed
ATS
849
Ashton Thomas Securities
New York
– – -165 Closed
GJWM
850
Gilliland Jeter Wealth Management
Arkansas
– – -131 Closed
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