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Principal Financial Group
PFG

Overview Fund Activity

776 hedge funds and large institutions have $13.8B invested in Principal Financial Group in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 254 increasing their positions, 288 reducing their positions, and 82 closing their positions.

Holders
776
Holders Change
-13
Holders Change %
-1.65%
% of All Funds
11.23%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
78
Increased
254
Reduced
288
Closed
82
Calls
$26.5M
Puts
$16.9M
Net Calls
+$9.58M
Net Calls Change
+$7.09M

Top Buyers

1
Invesco
1
Invesco
Georgia
$282M
2
Bank of America
2
Bank of America
North Carolina
$956M
3
Goldman Sachs
3
Goldman Sachs
New York
$149M
4
Amundi
4
Amundi
France
$94.1M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$40M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$426M
3
MPI
3
Mairs & Power Inc
Minnesota
$74.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.36B
5
Jane Street
5
Jane Street
New York
$719K
Name Market Value Shares Shares
Change 		Shares
Change %
Treasurer of the State of North Carolina
101
Treasurer of the State of North Carolina
North Carolina
$8.87M 103,284 -1,100 -1%
Royal London Asset Management
102
Royal London Asset Management
United Kingdom
$8.87M 103,280 – –
First Trust Advisors
103
First Trust Advisors
Illinois
$8.8M 102,436 +42,549 +71%
LPL Financial
104
LPL Financial
California
$8.78M 102,269 +2,491 +2%
Teacher Retirement System of Texas
105
Teacher Retirement System of Texas
Texas
$8.77M 102,080 -1,222 -1%
CM
106
Capital Management
Virginia
$8.7M 101,313 -16,490 -14%
Nomura Asset Management
107
Nomura Asset Management
Japan
$8.67M 100,935 +598 +0.6%
CM
108
Churchill Management
California
$8.61M 100,181 -1,229 -1%
MSV
109
MN Services Vermogensbeheer
Netherlands
$7.85M 91,380 -2,300 -2%
Schroder Investment Management Group
110
Schroder Investment Management Group
United Kingdom
$7.83M 90,965 -6,487 -7%
Ensign Peak Advisors
111
Ensign Peak Advisors
Utah
$7.7M 89,687 -5,640 -6%
CI Investments Inc
112
CI Investments Inc
Ontario, Canada
$7.67M 89,311 +2,957 +3%
Cambridge Investment Research Advisors
113
Cambridge Investment Research Advisors
Iowa
$7.61M 88,555 +1,370 +2%
Franklin Resources
114
Franklin Resources
California
$7.57M 84,378 +11,868 +16%
Natixis Advisors
115
Natixis Advisors
Massachusetts
$7.57M 88,088 +9,209 +12%
Aberdeen Group
116
Aberdeen Group
United Kingdom
$7.56M 88,060 -946 -1%
AC
117
Arjuna Capital
North Carolina
$7.37M 85,785 -699 -0.8%
Ohio Public Employees Retirement System (OPERS)
118
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.17M 83,453 -31,579 -27%
TD Asset Management
119
TD Asset Management
Ontario, Canada
$6.98M 81,069 +163 +0.2%
Nisa Investment Advisors
120
Nisa Investment Advisors
Missouri
$6.65M 77,446 -7,115 -8%
Macquarie Group
121
Macquarie Group
Australia
$6.62M 77,061 -18,179 -19%
BNP Paribas Asset Management
122
BNP Paribas Asset Management
France
$6.55M 76,227 -1,140 -1%
Commonwealth Equity Services
123
Commonwealth Equity Services
Massachusetts
$6.53M 76,048 +4,635 +6%
State of New Jersey Common Pension Fund D
124
State of New Jersey Common Pension Fund D
New Jersey
$6.45M 75,030 -3,978 -5%
RAM
125
Resona Asset Management
Japan
$6.42M 74,764 +757 +1%
3 4
5
6 7