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Principal Financial Group
PFG

Overview Fund Activity

778 hedge funds and large institutions have $15.1B invested in Principal Financial Group in 2022 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 270 increasing their positions, 234 reducing their positions, and 47 closing their positions.

Holders
778
Holders Change
+78
Holders Change %
+11.14%
% of All Funds
12.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
137
Increased
270
Reduced
234
Closed
47
Calls
$20.7M
Puts
$10.7M
Net Calls
+$9.97M
Net Calls Change
+$2.39M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$238M
2
Morgan Stanley
2
Morgan Stanley
New York
$379M
3
BlackRock
3
BlackRock
New York
$1.97B
4
Goldman Sachs
4
Goldman Sachs
New York
$156M
5
CS
5
Credit Suisse
Switzerland
$65.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.41B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$713M
3
Norges Bank
3
Norges Bank
Norway
$78.9M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$255M
5
Ameriprise
5
Ameriprise
Minnesota
$82M
Name Market Value Shares Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
76
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.1M 167,711 -10,263 -6%
OSAM
77
O'Shaughnessy Asset Management
Connecticut
$13.3M 158,854 +125,956 +383%
A
78
AustralianSuper
Australia
$12.7M 151,017 +151,017 New
Russell Investments Group
79
Russell Investments Group
United Kingdom
$12.1M 143,305 -16,237 -10%
Man Group
80
Man Group
United Kingdom
$12.1M 143,920 +143,920 New
State of New Jersey Common Pension Fund D
81
State of New Jersey Common Pension Fund D
New Jersey
$11.9M 141,610 – –
Osaic Holdings
82
Osaic Holdings
Arizona
$11.5M 137,513 +38,349 +39%
State of Wisconsin Investment Board
83
State of Wisconsin Investment Board
Wisconsin
$11.2M 133,776 -11,703 -8%
Chevy Chase Trust
84
Chevy Chase Trust
Maryland
$11M 130,880 -10,655 -8%
PAMS
85
Pictet Asset Management (Switzerland)
Switzerland
$10.9M 130,118 +12,827 +11%
Squarepoint
86
Squarepoint
New York
$10.8M 128,504 +18,415 +17%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$10.7M 127,981 +19,660 +18%
MSV
88
MN Services Vermogensbeheer
Netherlands
$10.5M 124,680 -18,100 -13%
Ohio Public Employees Retirement System (OPERS)
89
Ohio Public Employees Retirement System (OPERS)
Ohio
$10.4M 124,150 +342 +0.3%
Toronto Dominion Bank
90
Toronto Dominion Bank
Ontario, Canada
$10.1M 120,886 +17,780 +17%
SIS
91
Sound Income Strategies
Florida
$10.1M 120,408 -52,138 -30%
CB
92
Commerce Bank
Missouri
$10.1M 120,183 -12,405 -9%
GIM
93
Goelzer Investment Management
Indiana
$10M 119,576 +1,724 +1%
AIM
94
Achmea Investment Management
Netherlands
$9.94M 126,389 +82,371 +187%
RJFSA
95
Raymond James Financial Services Advisors
Florida
$9.84M 117,307 -15,370 -12%
CIM
96
Cambria Investment Management
California
$9.82M 117,055 +21,716 +23%
CM
97
Capital Management
Virginia
$9.77M 116,440 -29,070 -20%
FAF
98
Fjarde Ap-fonden
Sweden
$9.58M 114,201 +300 +0.3%
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$9.56M 113,919 +65,224 +134%
Marshall Wace
100
Marshall Wace
United Kingdom
$9.53M 113,594 +113,594 New
2 3
4
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