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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 %
Robeco Institutional Asset Management
101
Robeco Institutional Asset Management
Netherlands
$9.41M 112,093 +9,721 +9%
Nisa Investment Advisors
102
Nisa Investment Advisors
Missouri
$9.31M 110,945 +21,456 +24%
Teacher Retirement System of Texas
103
Teacher Retirement System of Texas
Texas
$9.29M 110,639 +74,545 +207%
Baird Financial Group
104
Baird Financial Group
Wisconsin
$9.16M 109,102 -2,316 -2%
Treasurer of the State of North Carolina
105
Treasurer of the State of North Carolina
North Carolina
$9.12M 108,611 -510 -0.5%
CM
106
Churchill Management
California
$9.09M 108,314 +3,730 +4%
Grantham, Mayo, Van Otterloo & Co (GMO)
107
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.82M 105,152 +88,552 +533%
DZ Bank
108
DZ Bank
Germany
$8.81M 105,022 – –
CI Investments Inc
109
CI Investments Inc
Ontario, Canada
$8.8M 104,879 -52,513 -33%
Aviva
110
Aviva
United Kingdom
$8.66M 103,241 -52,161 -34%
LPL Financial
111
LPL Financial
California
$8.45M 100,637 +5,067 +5%
Asset Management One
112
Asset Management One
Japan
$8.41M 98,420 -9,368 -9%
Royal London Asset Management
113
Royal London Asset Management
United Kingdom
$8.29M 98,844 -1,261 -1%
RJA
114
Raymond James & Associates
Florida
$8.24M 98,163 -859 -0.9%
Handelsbanken Fonder
115
Handelsbanken Fonder
Sweden
$8.01M 95,395 +3,290 +4%
BBVA
116
Banco Bilbao Vizcaya Argentaria
Spain
$7.71M 91,858 +4,065 +5%
DekaBank Deutsche Girozentrale
117
DekaBank Deutsche Girozentrale
Germany
$7.57M 89,829 +11,351 +14%
ANTB
118
AMG National Trust Bank
Colorado
$7.46M 88,840 -28,228 -24%
Allianz Asset Management
119
Allianz Asset Management
Germany
$7.43M 88,492 +11,339 +15%
Zurich Cantonal Bank
120
Zurich Cantonal Bank
Switzerland
$7.39M 88,105 -1,712 -2%
Rafferty Asset Management
121
Rafferty Asset Management
New York
$7.35M 87,638 +8,027 +10%
Macquarie Group
122
Macquarie Group
Australia
$7.17M 85,414 +15,310 +22%
DWT
123
Dorsey & Whitney Trust
South Dakota
$7.13M 85,013 -1,330 -2%
Commonwealth Equity Services
124
Commonwealth Equity Services
Massachusetts
$7.06M 84,135 -21,842 -21%
VOYA Investment Management
125
VOYA Investment Management
Georgia
$7.05M 84,010 +274 +0.3%
3 4
5
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