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Principal Financial Group
PFG

Overview Fund Activity

725 hedge funds and large institutions have $13.2B invested in Principal Financial Group in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 224 increasing their positions, 292 reducing their positions, and 65 closing their positions.

Holders
725
Holders Change
-12
Holders Change %
-1.63%
% of All Funds
11.44%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
58
Increased
224
Reduced
292
Closed
65
Calls
$16.4M
Puts
$10.6M
Net Calls
+$5.85M
Net Calls Change
-$2.19M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$292M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$694M
3
Citadel Advisors
3
Citadel Advisors
Florida
$34.7M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$40M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$29.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$33.3M
2
Bank of America
2
Bank of America
North Carolina
$1.04B
3
First Trust Advisors
3
First Trust Advisors
Illinois
$202M
4
BlackRock
4
BlackRock
New York
$1.51B
5
CS
5
Credit Suisse
Switzerland
$32M
Name Market Value Shares Shares
Change 		Shares
Change %
AIM
76
Achmea Investment Management
Netherlands
$14.7M 193,183 +30,333 +19%
Ameriprise
77
Ameriprise
Minnesota
$14.4M 189,341 -40,682 -18%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$13.2M 173,084 -1,027 -0.6%
Mitsubishi UFJ Trust & Banking
79
Mitsubishi UFJ Trust & Banking
Japan
$12.6M 166,338 -3,058 -2%
PAMS
80
Pictet Asset Management (Switzerland)
Switzerland
$12.2M 161,446 +6,051 +4%
NW
81
NewEdge Wealth
Pennsylvania
$12.1M 159,029 +8,548 +6%
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.9M 156,353 -4,856 -3%
Ensign Peak Advisors
83
Ensign Peak Advisors
Utah
$11.8M 156,220 -77,725 -33%
Royal London Asset Management
84
Royal London Asset Management
United Kingdom
$11.8M 155,618 +50,177 +48%
Citigroup
85
Citigroup
New York
$11.3M 148,586 -201,838 -58%
D.E. Shaw & Co
86
D.E. Shaw & Co
New York
$11M 145,670 +55,809 +62%
SIS
87
Sound Income Strategies
Florida
$10.9M 143,757 +10,447 +8%
BC
88
Brookfield Corp
Ontario, Canada
$10.9M 143,245 -34,595 -19%
Toronto Dominion Bank
89
Toronto Dominion Bank
Ontario, Canada
$10.8M 143,066 +37,212 +35%
Teacher Retirement System of Texas
90
Teacher Retirement System of Texas
Texas
$10.6M 139,954 +17,883 +15%
IIM
91
INTECH Investment Management
Florida
$10.5M 137,889 -133,361 -49%
RJFSA
92
Raymond James Financial Services Advisors
Florida
$10.4M 137,109 +3,246 +2%
State of New Jersey Common Pension Fund D
93
State of New Jersey Common Pension Fund D
New Jersey
$10.3M 135,746 – –
Osaic Holdings
94
Osaic Holdings
Arizona
$10.2M 134,368 +3,280 +3%
Robeco Institutional Asset Management
95
Robeco Institutional Asset Management
Netherlands
$10.1M 133,095 +4,522 +4%
GIM
96
Goelzer Investment Management
Indiana
$9.98M 131,646 +11,502 +10%
State of Wisconsin Investment Board
97
State of Wisconsin Investment Board
Wisconsin
$9.96M 131,288 -1,817 -1%
CB
98
Commerce Bank
Missouri
$9.94M 131,112 -759 -0.6%
Chevy Chase Trust
99
Chevy Chase Trust
Maryland
$9.85M 129,887 -2,350 -2%
Ohio Public Employees Retirement System (OPERS)
100
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.45M 124,551 -15,576 -11%
2 3
4
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