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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 %
NC
126
NewSquare Capital
Pennsylvania
$6.95M 82,760 +5,335 +7%
Mirae Asset Global Investments
127
Mirae Asset Global Investments
South Korea
$6.81M 81,110 +11,809 +17%
TD Asset Management
128
TD Asset Management
Ontario, Canada
$6.65M 79,301 -390 -0.5%
Cambridge Investment Research Advisors
129
Cambridge Investment Research Advisors
Iowa
$6.51M 77,543 +9,484 +14%
AB
130
Amalgamated Bank
New York
$6.42M 76,494 +14,881 +24%
Aberdeen Group
131
Aberdeen Group
United Kingdom
$6.35M 75,717 +5,819 +8%
OPERF
132
Oregon Public Employees Retirement Fund
Oregon
$6.35M 75,641 +23,918 +46%
SOMRS
133
State of Michigan Retirement System
Michigan
$6.34M 75,580 +6,806 +10%
CWM
134
CIBC World Markets
New York
$6.32M 75,300 +37,022 +97%
TAF
135
Tredje AP-fonden
Sweden
$6.27M 74,729 +3,020 +4%
State of Tennessee, Department of Treasury
136
State of Tennessee, Department of Treasury
Tennessee
$6.27M 74,704 -2,830 -4%
Retirement Systems of Alabama
137
Retirement Systems of Alabama
Alabama
$6.12M 72,900 -4,089 -5%
PI
138
PGGM Investments
Netherlands
$5.98M 71,294 -3,066 -4%
Jane Street
139
Jane Street
New York
$5.96M 71,010 -36,334 -34%
ASRS
140
Arizona State Retirement System
Arizona
$5.92M 70,548 +1,169 +2%
Nomura Asset Management
141
Nomura Asset Management
Japan
$5.72M 68,106 +211 +0.3%
Natixis Advisors
142
Natixis Advisors
Massachusetts
$5.59M 66,554 +1,736 +3%
Wealthfront Advisers
143
Wealthfront Advisers
California
$5.46M 65,018 -2,755 -4%
UIM
144
USS Investment Management
United Kingdom
$5.39M 64,262 – –
Comerica Bank
145
Comerica Bank
Texas
$5.35M 59,872 +17,578 +42%
BFG
146
Beacon Financial Group
Texas
$5.31M 63,323 -1,130 -2%
H
147
HoyleCohen
California
$5.27M 62,817 -1,260 -2%
AIG
148
American International Group
New York
$5.2M 62,000 -1,284 -2%
CSS
149
Cubist Systematic Strategies
Connecticut
$5.19M 61,824 -7,894 -11%
E
150
Ergoteles
New York
$5.1M 60,773 +39,353 +184%
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