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Principal Financial Group
PFG

Overview Fund Activity

700 hedge funds and large institutions have $13.3B invested in Principal Financial Group in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 223 increasing their positions, 246 reducing their positions, and 56 closing their positions.

Holders
700
Holders Change
+16
Holders Change %
+2.34%
% of All Funds
12.1%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
80
Increased
223
Reduced
246
Closed
56
Calls
$15.1M
Puts
$7.53M
Net Calls
+$7.58M
Net Calls Change
-$2.13M

Top Buyers

1
Geode Capital Management
1
Geode Capital Management
Massachusetts
$403M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$146M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$312M
4
Bank of America
4
Bank of America
North Carolina
$1.43B
5
Axa
5
Axa
France
$25.2M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$732M
2
ORIO
2
Old Republic International (ORI)
Illinois
$0
3
N
3
Natixis
France
$1.1M
4
BlackRock
4
BlackRock
New York
$1.58B
5
WCM
5
Wedge Capital Management
North Carolina
$240K
Name Holding Trade Value Shares
Change 		Shares
Change %
Toronto Dominion Bank
101
Toronto Dominion Bank
Ontario, Canada
$7.44M -$1.17M -16,182 -14%
Robeco Institutional Asset Management
102
Robeco Institutional Asset Management
Netherlands
$7.39M +$620K +8,591 +9%
Royal London Asset Management
103
Royal London Asset Management
United Kingdom
$7.22M -$487K -6,753 -6%
Osaic Holdings
104
Osaic Holdings
Arizona
$7.15M +$1.97M +27,319 +38%
RJA
105
Raymond James & Associates
Florida
$7.15M -$113K -1,565 -2%
Korea Investment Corp
106
Korea Investment Corp
South Korea
$6.96M -$258K -3,583 -4%
LPL Financial
107
LPL Financial
California
$6.9M +$650K +9,016 +10%
CIM
108
Cambria Investment Management
California
$6.88M +$783K +10,849 +13%
IIM
109
INTECH Investment Management
Florida
$6.7M -$710K -9,838 -10%
Handelsbanken Fonder
110
Handelsbanken Fonder
Sweden
$6.65M -$361K -5,000 -5%
Nisa Investment Advisors
111
Nisa Investment Advisors
Missouri
$6.54M +$386K +5,290 +6%
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$6.48M +$511K +7,078 +9%
BBVA
113
Banco Bilbao Vizcaya Argentaria
Spain
$6.34M +$5.77M +79,942 +1,018%
DWT
114
Dorsey & Whitney Trust
South Dakota
$6.23M -$114K -1,583 -2%
AIM
115
Artemis Investment Management
United Kingdom
$6.15M -$4.96M -68,793 -45%
VOYA Investment Management
116
VOYA Investment Management
Georgia
$6.04M -$157K -2,175 -3%
Rafferty Asset Management
117
Rafferty Asset Management
New York
$5.74M +$13.3K +185 +0.2%
TD Asset Management
118
TD Asset Management
Ontario, Canada
$5.69M -$32.6K -457 -0.6%
State of Tennessee, Department of Treasury
119
State of Tennessee, Department of Treasury
Tennessee
$5.59M +$826K +11,446 +17%
NC
120
NewSquare Capital
Pennsylvania
$5.59M +$283K +3,926 +5%
Allianz Asset Management
121
Allianz Asset Management
Germany
$5.57M +$460K +6,373 +9%
Retirement Systems of Alabama
122
Retirement Systems of Alabama
Alabama
$5.56M -$66K -915 -1%
DekaBank Deutsche Girozentrale
123
DekaBank Deutsche Girozentrale
Germany
$5.53M +$694K +9,845 +14%
PI
124
PGGM Investments
Netherlands
$5.37M +$5.37M +74,360 New
Millennium Management
125
Millennium Management
New York
$5.28M -$9.97M -138,226 -65%
3 4
5
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