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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 %
SEI Investments
176
SEI Investments
Pennsylvania
$3.83M 45,607 +37,442 +459%
ProShare Advisors
177
ProShare Advisors
Maryland
$3.75M 44,710 +1,335 +3%
Neuberger Berman Group
178
Neuberger Berman Group
New York
$3.72M 44,337 +28,024 +172%
GIBU
179
Gulf International Bank (UK)
United Kingdom
$3.71M 44,221 – –
URS
180
Utah Retirement Systems
Utah
$3.61M 43,013 -1,300 -3%
ISB
181
Iowa State Bank
Iowa
$3.6M 42,874 -743 -2%
CIBC Asset Management
182
CIBC Asset Management
Ontario, Canada
$3.56M 42,453 -1,800 -4%
OQS
183
Occudo Quantitative Strategies
Florida
$3.53M 42,101 +42,101 New
TFA
184
Teamwork Financial Advisors
Texas
$3.52M 41,930 +41,930 New
TI
185
Trexquant Investment
Connecticut
$3.45M 41,137 +2,491 +6%
LP
186
LMR Partners
United Kingdom
$3.38M 40,321 +20,277 +101%
MPM
187
Meritage Portfolio Management
Kansas
$3.33M 39,709 +1,666 +4%
AAF
188
Andra AP-fonden
Sweden
$3.3M 39,300 +10,000 +34%
WorldQuant Millennium Advisors
189
WorldQuant Millennium Advisors
New York
$3.24M 38,660 +38,660 New
COPPSERS
190
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.23M 38,465 +4,561 +13%
Millennium Management
191
Millennium Management
New York
$3.21M 38,292 -34,937 -48%
HighTower Advisors
192
HighTower Advisors
Illinois
$3.16M 37,700 +2,574 +7%
EI
193
Ethic Inc
New York
$3.16M 37,698 +8,004 +27%
Cetera Investment Advisers
194
Cetera Investment Advisers
Illinois
$3.11M 37,110 +5,256 +17%
ONB
195
Old National Bancorp
Indiana
$3.1M 36,874 -27,115 -42%
1832 Asset Management
196
1832 Asset Management
Ontario, Canada
$3.06M 36,503 +14,112 +63%
SOADOR
197
State of Alaska Department of Revenue
Alaska
$3.06M 36,474 -535 -1%
KAS
198
Kestra Advisory Services
Texas
$3.05M 36,388 +6,142 +20%
NYLIM
199
New York Life Investment Management
New York
$3.03M 36,138 -785 -2%
YCM
200
Yousif Capital Management
Michigan
$3.03M 36,081 -1,856 -5%
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