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Principal Financial Group
PFG

Overview Fund Activity

684 hedge funds and large institutions have $12.5B invested in Principal Financial Group in 2022 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 238 increasing their positions, 236 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
684
Holders Change
+4
Holders Change %
+0.59%
% of All Funds
11.57%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
67
Increased
238
Reduced
236
Closed
53
Calls
$17.3M
Puts
$7.59M
Net Calls
+$9.71M
Net Calls Change
+$440K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.3B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$265M
3
Norges Bank
3
Norges Bank
Norway
$172M
4
N
4
Natixis
France
$51M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$110M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$794M
2
Morgan Stanley
2
Morgan Stanley
New York
$200M
3
State Street
3
State Street
Massachusetts
$802M
4
BlackRock
4
BlackRock
New York
$1.5B
5
Goldman Sachs
5
Goldman Sachs
New York
$99.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
151
Comerica Bank
Texas
$3.88M -$257K -4,019 -6%
BWM
152
BerganKDV Wealth Management
Minnesota
$3.76M -$2.94K -44 -0.1%
ProShare Advisors
153
ProShare Advisors
Maryland
$3.68M -$1.23M -18,407 -25%
FCH
154
Freestone Capital Holdings
Washington
$3.61M -$795K -11,897 -18%
UA
155
Unison Advisors
District of Columbia
$3.59M +$30.7K +460 +0.9%
OPERF
156
Oregon Public Employees Retirement Fund
Oregon
$3.55M -$459K -6,875 -11%
CWM
157
CIBC World Markets
New York
$3.53M -$273K -4,084 -7%
DnB Asset Management
158
DnB Asset Management
Norway
$3.4M -$43.1K -646 -1%
II
159
IFM Investors
Australia
$3.34M +$130K +1,940 +4%
TRCT
160
Tower Research Capital (TRC)
New York
$3.32M -$24.7K -370 -0.7%
Skandinaviska Enskilda Banken (SEB)
161
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.21M -$200K -3,001 -6%
MLM
162
Mount Lucas Management
Pennsylvania
$3.19M -$189K -2,823 -6%
DIA
163
Dean Investment Associates
Ohio
$3.16M -$11.5K -172 -0.4%
GIBU
164
Gulf International Bank (UK)
United Kingdom
$3M – – –
LS
165
Livforsakringsbolaget Skandia
Sweden
$2.99M -$167K -2,500 -5%
URS
166
Utah Retirement Systems
Utah
$2.98M -$100K -1,500 -3%
AC
167
Arjuna Capital
North Carolina
$2.92M +$59K +883 +2%
American Century Companies
168
American Century Companies
Missouri
$2.85M +$483K +7,235 +20%
Envestnet Asset Management
169
Envestnet Asset Management
Illinois
$2.84M +$21.3K +319 +0.8%
KWM
170
Kingsview Wealth Management
Oregon
$2.72M -$1.37M -20,490 -34%
Teacher Retirement System of Texas
171
Teacher Retirement System of Texas
Texas
$2.67M -$977K -14,631 -27%
SOADOR
172
State of Alaska Department of Revenue
Alaska
$2.62M -$611K -9,153 -19%
EI
173
EDMP Inc
Florida
$2.62M – – –
YCM
174
Yousif Capital Management
Michigan
$2.62M -$200K -2,990 -7%
NYLIM
175
New York Life Investment Management
New York
$2.6M +$2.6M +38,960 New
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