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Principal Financial Group
PFG

Overview Fund Activity

725 hedge funds and large institutions have $13.2B invested in Principal Financial Group in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 224 increasing their positions, 292 reducing their positions, and 65 closing their positions.

Holders
725
Holders Change
-12
Holders Change %
-1.63%
% of All Funds
11.44%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
58
Increased
224
Reduced
292
Closed
65
Calls
$16.4M
Puts
$10.6M
Net Calls
+$5.85M
Net Calls Change
-$2.19M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$292M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$694M
3
Citadel Advisors
3
Citadel Advisors
Florida
$34.7M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$40M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$29.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$33.3M
2
Bank of America
2
Bank of America
North Carolina
$1.04B
3
First Trust Advisors
3
First Trust Advisors
Illinois
$202M
4
BlackRock
4
BlackRock
New York
$1.51B
5
CS
5
Credit Suisse
Switzerland
$32M
Name Market Value Shares Shares
Change 		Shares
Change %
AB
151
Amalgamated Bank
New York
$4.51M 59,448 -773 -1%
National Bank of Canada
152
National Bank of Canada
Quebec, Canada
$4.45M 58,403 +22,494 +63%
DnB Asset Management
153
DnB Asset Management
Norway
$4.41M 58,203 -174 -0.3%
MIM
154
MetLife Investment Management
New Jersey
$4.37M 57,619 -1,404 -2%
Jane Street
155
Jane Street
New York
$4.32M 56,962 -43,459 -43%
LSV Asset Management
156
LSV Asset Management
Illinois
$4.28M 56,400 -171,900 -75%
UA
157
Unison Advisors
District of Columbia
$4.22M 55,646 +466 +0.8%
Wealthfront Advisers
158
Wealthfront Advisers
California
$4.11M 54,179 -5,602 -9%
Public Sector Pension Investment Board (PSP Investments)
159
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.92M 51,694 -3,273 -6%
II
160
IFM Investors
Australia
$3.91M 51,612 +973 +2%
Retirement Systems of Alabama
161
Retirement Systems of Alabama
Alabama
$3.89M 51,316 -15,944 -24%
ProShare Advisors
162
ProShare Advisors
Maryland
$3.86M 50,903 +572 +1%
Neuberger Berman Group
163
Neuberger Berman Group
New York
$3.86M 50,877 +16,899 +50%
TPSF
164
Texas Permanent School Fund
Texas
$3.68M 48,463 -93 -0.2%
CWM
165
CIBC World Markets
New York
$3.49M 46,054 +16,162 +54%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
166
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.41M 45,000 +43,578 +3,065%
WCM
167
Wedge Capital Management
North Carolina
$3.39M 44,668 +41,373 +1,256%
FCH
168
Freestone Capital Holdings
Washington
$3.38M 44,506 +95 +0.2%
TAF
169
Tredje AP-fonden
Sweden
$3.33M 43,856 -8,028 -15%
MPM
170
Meritage Portfolio Management
Kansas
$3.22M 42,455 +1,703 +4%
CIBC Asset Management
171
CIBC Asset Management
Ontario, Canada
$3.19M 42,028 -1,047 -2%
URS
172
Utah Retirement Systems
Utah
$3.15M 41,513 -1,600 -4%
ISB
173
Iowa State Bank
Iowa
$3.13M 41,298 +236 +0.6%
EI
174
Ethic Inc
New York
$3.09M 40,692 +3,142 +8%
1832 Asset Management
175
1832 Asset Management
Ontario, Canada
$3.06M 40,394 +1,069 +3%
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