PFG icon

Principal Financial Group
PFG

Overview Fund Activity

749 hedge funds and large institutions have $13.5B invested in Principal Financial Group in 2023 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 223 increasing their positions, 283 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+33
Holders Change %
+4.61%
% of All Funds
10.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
115
Increased
223
Reduced
283
Closed
73
Calls
$14.4M
Puts
$12.7M
Net Calls
+$1.71M
Net Calls Change
-$6.11M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$537M
2
PI
PineBridge Investments
New York
$45.3M
3
Norges Bank
Norges Bank
Norway
$254M
4
Barclays
Barclays
United Kingdom
$83.3M
5
Millennium Management
Millennium Management
New York
$48.4M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$507M
2
Bank of America
Bank of America
North Carolina
$832M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$93.2M
4
BlackRock
BlackRock
New York
$1.49B
5
AssetMark Inc
AssetMark Inc
California
$94.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
151
Amalgamated Bank
New York
$4.53M -$687K -8,726 -13%
BFG
152
Beacon Financial Group
Texas
$4.48M -$215K -2,731 -5%
Commonwealth Equity Services
153
Commonwealth Equity Services
Massachusetts
$4.48M -$2.25M -28,624 -33%
UA
154
Unison Advisors
District of Columbia
$4.46M +$41K +521 +0.9%
N
155
Natixis
France
$4.34M -$4.32M -54,910 -50%
HF
156
HRT Financial
New York
$4.25M -$2.39M -30,379 -36%
MIM
157
MetLife Investment Management
New Jersey
$4.22M -$134K -1,705 -3%
TCM
158
Teza Capital Management
Illinois
$4.17M +$3.48M +44,297 +509%
II
159
IFM Investors
Australia
$4.11M -$173K -2,204 -4%
BNP Paribas Asset Management
160
BNP Paribas Asset Management
France
$4.06M -$879K -11,179 -18%
CWM
161
CIBC World Markets
New York
$4.05M +$1.24M +15,777 +44%
Mercer Global Advisors
162
Mercer Global Advisors
Colorado
$4.05M -$14.7M -186,459 -78%
SOADOR
163
State of Alaska Department of Revenue
Alaska
$4.02M -$793K -10,085 -16%
Handelsbanken Fonder
164
Handelsbanken Fonder
Sweden
$4.01M -$4.27M -54,279 -52%
PMEF
165
Point72 Middle East FZE
United Arab Emirates
$3.87M +$3.87M +49,172 New
Retirement Systems of Alabama
166
Retirement Systems of Alabama
Alabama
$3.8M -$153K -1,940 -4%
Creative Planning
167
Creative Planning
Kansas
$3.8M +$179K +2,277 +5%
COPPSERS
168
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.78M +$261K +3,319 +7%
AAM
169
Advisors Asset Management
Colorado
$3.75M -$827K -10,513 -18%
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
$3.75M -$117K -1,486 -3%
PI
171
PGGM Investments
Netherlands
$3.71M -$59.9K -762 -2%
Wealthfront Advisers
172
Wealthfront Advisers
California
$3.7M -$395K -5,024 -10%
EI
173
Ethic Inc
New York
$3.67M +$217K +2,757 +6%
Caisse de Depot et Placement du Quebec (CDPQ)
174
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.61M +$3.49M +44,400 +3,047%
Skandinaviska Enskilda Banken (SEB)
175
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.59M +$46.1K +586 +1%
5 6
7
8 9