PFG icon

Principal Financial Group
PFG

Overview Fund Activity

716 hedge funds and large institutions have $12.4B invested in Principal Financial Group in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 215 increasing their positions, 280 reducing their positions, and 65 closing their positions.

Holders
716
Holders Change
-9
Holders Change %
-1.24%
% of All Funds
11.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
65
Increased
215
Reduced
280
Closed
65
Calls
$18M
Puts
$10.1M
Net Calls
+$7.81M
Net Calls Change
+$1.97M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$104M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$706M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$319M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$87.3M
5
GC
5
Gillson Capital
Illinois
$23.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$872M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$6.11M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$372M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.09B
5
Goldman Sachs
5
Goldman Sachs
New York
$141M
Name Market Value Shares Shares
Change 		Shares
Change %
MSV
101
MN Services Vermogensbeheer
Netherlands
$8.34M 115,780 – –
LPL Financial
102
LPL Financial
California
$8.24M 114,314 -9,946 -8%
Ohio Public Employees Retirement System (OPERS)
103
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.13M 112,855 -11,696 -9%
IMRF
104
Illinois Municipal Retirement Fund
Illinois
$8.1M 112,318 +35,188 +46%
Toronto Dominion Bank
105
Toronto Dominion Bank
Ontario, Canada
$8.07M 111,912 -31,154 -22%
N
106
Natixis
France
$7.93M 110,057 +97,230 +758%
FAF
107
Fjarde Ap-fonden
Sweden
$7.9M 109,551 +9,200 +9%
Treasurer of the State of North Carolina
108
Treasurer of the State of North Carolina
North Carolina
$7.88M 109,266 +390 +0.4%
CM
109
Churchill Management
California
$7.81M 108,388 -6,268 -5%
Handelsbanken Fonder
110
Handelsbanken Fonder
Sweden
$7.59M 105,306 -1,281 -1%
DZ Bank
111
DZ Bank
Germany
$7.57M 105,022 -458 -0.4%
CM
112
Capital Management
Virginia
$7.55M 104,814 -14,770 -12%
RJA
113
Raymond James & Associates
Florida
$7.42M 102,915 +18,325 +22%
Asset Management One
114
Asset Management One
Japan
$7.26M 100,690 +1,339 +1%
NC
115
NewSquare Capital
Pennsylvania
$7.19M 101,327 +2,989 +3%
Nomura Asset Management
116
Nomura Asset Management
Japan
$6.76M 93,763 -1,301 -1%
Zurich Cantonal Bank
117
Zurich Cantonal Bank
Switzerland
$6.66M 92,410 +6,692 +8%
Cambridge Investment Research Advisors
118
Cambridge Investment Research Advisors
Iowa
$6.65M 92,300 -2,819 -3%
CB
119
Commerce Bank
Missouri
$6.36M 88,196 -42,916 -33%
Commonwealth Equity Services
120
Commonwealth Equity Services
Massachusetts
$6.16M 85,524 +376 +0.4%
Macquarie Group
121
Macquarie Group
Australia
$6.14M 85,198 -37 -0%
AQR Capital Management
122
AQR Capital Management
Connecticut
$6.11M 84,745 -501,539 -86%
HF
123
HRT Financial
New York
$6.08M 84,341 +84,341 New
Nisa Investment Advisors
124
Nisa Investment Advisors
Missouri
$6.05M 84,011 +16 +0%
FRAF
125
Första AP-fonden
Sweden
$5.92M 82,200 +19,800 +32%
3 4
5
6 7