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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 %
DnB Asset Management
151
DnB Asset Management
Norway
$5.03M 59,960 +3,843 +7%
American Century Companies
152
American Century Companies
Missouri
$5.03M 59,895 +12,662 +27%
Assenagon Asset Management
153
Assenagon Asset Management
Luxembourg
$5.02M 59,825 +54,291 +981%
MIM
154
MetLife Investment Management
New Jersey
$5.01M 59,726 -2,102 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
155
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.98M 59,296 +59,296 New
BA
156
Bridgewater Associates
Connecticut
$4.91M 58,518 +21,970 +60%
DIA
157
Dean Investment Associates
Ohio
$4.85M 57,750 +9,568 +20%
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$4.84M 57,688 +22,224 +63%
DTL
159
Dynamic Technology Lab
Singapore
$4.8M 57,146 +57,146 New
SSA
160
Schonfeld Strategic Advisors
New York
$4.66M 55,505 -10,045 -15%
Public Sector Pension Investment Board (PSP Investments)
161
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.63M 55,139 +6,435 +13%
D.E. Shaw & Co
162
D.E. Shaw & Co
New York
$4.62M 55,077 +18,168 +49%
BWM
163
BerganKDV Wealth Management
Minnesota
$4.61M 54,924 -2,424 -4%
APG Asset Management
164
APG Asset Management
Netherlands
$4.6M 54,812 -1,935 -3%
UA
165
Unison Advisors
District of Columbia
$4.59M 54,681 +480 +0.9%
Citadel Advisors
166
Citadel Advisors
Florida
$4.41M 52,543 -18,298 -26%
AAM
167
Advisors Asset Management
Colorado
$4.4M 52,419 +14,661 +39%
Schroder Investment Management Group
168
Schroder Investment Management Group
United Kingdom
$4.39M 52,275 -2,100 -4%
FRAF
169
Första AP-fonden
Sweden
$4.37M 52,100 +4,100 +9%
GC
170
Guggenheim Capital
Illinois
$4.35M 51,808 -9,045 -15%
CWP
171
Cyndeo Wealth Partners
Florida
$4.28M 51,023 +51,023 New
II
172
IFM Investors
Australia
$4.19M 49,954 – –
EFI
173
EHP Funds Inc
Canada
$4.13M 49,230 +22,470 +84%
CIBC World Market
174
CIBC World Market
Ontario, Canada
$4.04M 48,102 +22,911 +91%
FCH
175
Freestone Capital Holdings
Washington
$3.85M 45,852 -3,214 -7%
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