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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 %
LPL Financial
101
LPL Financial
California
$9.42M 124,260 +5,617 +5%
CM
102
Capital Management
Virginia
$9.07M 119,584 +9,388 +9%
MSV
103
MN Services Vermogensbeheer
Netherlands
$8.78M 115,780 -12,900 -10%
CM
104
Churchill Management
California
$8.7M 114,656 +925 +0.8%
CIM
105
Cambria Investment Management
California
$8.29M 109,368 -11,996 -10%
Treasurer of the State of North Carolina
106
Treasurer of the State of North Carolina
North Carolina
$8.26M 108,876 -405 -0.4%
Handelsbanken Fonder
107
Handelsbanken Fonder
Sweden
$8.08M 106,587 +10,041 +10%
DZ Bank
108
DZ Bank
Germany
$8M 105,480 +458 +0.4%
BNP Paribas Asset Management
109
BNP Paribas Asset Management
France
$7.91M 104,343 -113,979 -52%
TD Asset Management
110
TD Asset Management
Ontario, Canada
$7.77M 102,470 -1,367 -1%
FAF
111
Fjarde Ap-fonden
Sweden
$7.61M 100,351 -17,900 -15%
Mirae Asset Global Investments
112
Mirae Asset Global Investments
South Korea
$7.61M 100,356 +22,113 +28%
ANTB
113
AMG National Trust Bank
Colorado
$7.59M 100,070 +15,761 +19%
Asset Management One
114
Asset Management One
Japan
$7.53M 99,351 -1,296 -1%
NC
115
NewSquare Capital
Pennsylvania
$7.46M 98,338 +6,534 +7%
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
$7.21M 95,119 +4,387 +5%
Nomura Asset Management
117
Nomura Asset Management
Japan
$7.21M 95,064 +31,139 +49%
KBC Group
118
KBC Group
Belgium
$6.9M 90,920 -138,817 -60%
Aberdeen Group
119
Aberdeen Group
United Kingdom
$6.89M 90,841 +16,420 +22%
BBVA
120
Banco Bilbao Vizcaya Argentaria
Spain
$6.59M 86,827 -9,202 -10%
American Century Companies
121
American Century Companies
Missouri
$6.52M 86,017 -2,775 -3%
Zurich Cantonal Bank
122
Zurich Cantonal Bank
Switzerland
$6.5M 85,718 -1,789 -2%
Macquarie Group
123
Macquarie Group
Australia
$6.46M 85,235 +724 +0.9%
Commonwealth Equity Services
124
Commonwealth Equity Services
Massachusetts
$6.46M 85,148 -1,751 -2%
RJA
125
Raymond James & Associates
Florida
$6.42M 84,590 -283 -0.3%
3 4
5
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