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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 %
BCM
176
Bridgeway Capital Management
Texas
$3M 39,500 +39,500 New
COPPSERS
177
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.99M 39,377 +801 +2%
FM
178
Foster & Motley
Ohio
$2.9M 38,212 +10,654 +39%
State of Tennessee, Department of Treasury
179
State of Tennessee, Department of Treasury
Tennessee
$2.79M 36,771 – –
OPERF
180
Oregon Public Employees Retirement Fund
Oregon
$2.75M 36,248 -39,543 -52%
AC
181
Arjuna Capital
North Carolina
$2.73M 35,934 +1,171 +3%
NYLIM
182
New York Life Investment Management
New York
$2.7M 35,596 -459 -1%
Cetera Investment Advisers
183
Cetera Investment Advisers
Illinois
$2.67M 35,255 -1,281 -4%
PAG
184
Private Advisor Group
New Jersey
$2.67M 34,007 +2,897 +9%
DWM
185
Dakota Wealth Management
Florida
$2.61M 34,408 – –
YCM
186
Yousif Capital Management
Michigan
$2.59M 34,187 +306 +0.9%
APP
187
Avantax Planning Partners
Iowa
$2.58M 34,046 – –
Janus Henderson Group
188
Janus Henderson Group
United Kingdom
$2.58M 34,049 -2,349 -6%
Schroder Investment Management Group
189
Schroder Investment Management Group
United Kingdom
$2.58M 33,971 -2,949 -8%
US Bancorp
190
US Bancorp
Minnesota
$2.53M 33,375 -731 -2%
VanEck Associates
191
VanEck Associates
New York
$2.53M 33,321 +764 +2%
Franklin Resources
192
Franklin Resources
California
$2.51M 33,053 -50,605 -60%
APF
193
Alaska Permanent Fund
Alaska
$2.48M 32,700 +32,700 New
MOACM
194
Mutual of America Capital Management
New York
$2.46M 32,488 -84 -0.3%
PAS
195
Park Avenue Securities
New York
$2.44M 32,213 -2,943 -8%
ECM
196
ExodusPoint Capital Management
New York
$2.42M 31,881 -20,238 -39%
SFI
197
Siemens Fonds Invest
Germany
$2.4M 31,858 -567 -2%
IMCOOI
198
Investment Management Corp of Ontario (IMCO)
Canada
$2.4M 31,607 +6,074 +24%
JPMPWA
199
J.P. Morgan Private Wealth Advisors
California
$2.38M 31,329 -6,922 -18%
X
200
Xponance
Pennsylvania
$2.37M 31,216 +97 +0.3%
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