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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 %
US Bancorp
176
US Bancorp
Minnesota
$2.57M -$270K -4,037 -9%
PHK
177
Point72 Hong Kong
Hong Kong
$2.56M +$542K +8,109 +27%
TAF
178
Tredje AP-fonden
Sweden
$2.48M – – –
APP
179
Avantax Planning Partners
Iowa
$2.44M -$2.07K -31 -0.1%
AAM
180
Advisors Asset Management
Colorado
$2.42M +$160K +2,394 +7%
MPM
181
Meritage Portfolio Management
Kansas
$2.41M +$28.1K +421 +1%
DWM
182
Dakota Wealth Management
Florida
$2.39M +$47.6K +713 +2%
APF
183
Alaska Permanent Fund
Alaska
$2.38M -$200K -3,000 -8%
Assenagon Asset Management
184
Assenagon Asset Management
Luxembourg
$2.38M +$2.38M +35,617 New
HighTower Advisors
185
HighTower Advisors
Illinois
$2.37M +$78.6K +1,180 +3%
PAG
186
Private Advisor Group
New Jersey
$2.36M +$66.7K +999 +3%
EI
187
Ethic Inc
New York
$2.33M +$215K +3,213 +10%
COPPSERS
188
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.29M +$114K +1,709 +5%
Cetera Investment Advisers
189
Cetera Investment Advisers
Illinois
$2.23M +$44.7K +669 +2%
Public Employees Retirement Association of Colorado
190
Public Employees Retirement Association of Colorado
Colorado
$2.18M – – –
SFI
191
Siemens Fonds Invest
Germany
$2.17M -$2.67K -40 -0.1%
HW
192
Hancock Whitney
Mississippi
$2.16M +$2.81K +42 +0.1%
DILIC
193
Dai-ichi Life Insurance Company
Japan
$2.15M +$2.15M +32,252 New
MOACM
194
Mutual of America Capital Management
New York
$2.14M -$24.6K -369 -1%
LS
195
Leelyn Smith
Illinois
$2.14M +$101K +1,508 +5%
Mackenzie Financial
196
Mackenzie Financial
Ontario, Canada
$2.14M +$388K +5,815 +22%
Man Group
197
Man Group
United Kingdom
$2.11M -$9.74M -132,675 Closed
CIBC Asset Management
198
CIBC Asset Management
Ontario, Canada
$2.11M +$425K +6,358 +25%
TPSF
199
Texas Permanent School Fund
Texas
$2.07M -$31.6K -473 -2%
BCIM
200
British Columbia Investment Management
British Columbia, Canada
$2.03M -$699K -10,471 -26%
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