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Principal Financial Group
PFG

Overview Fund Activity

716 hedge funds and large institutions have $12.4B invested in Principal Financial Group in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 215 increasing their positions, 280 reducing their positions, and 65 closing their positions.

Holders
716
Holders Change
-9
Holders Change %
-1.24%
% of All Funds
11.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
65
Increased
215
Reduced
280
Closed
65
Calls
$18M
Puts
$10.1M
Net Calls
+$7.81M
Net Calls Change
+$1.97M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$104M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$706M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$319M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$87.3M
5
GC
5
Gillson Capital
Illinois
$23.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$872M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$6.11M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$372M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.09B
5
Goldman Sachs
5
Goldman Sachs
New York
$141M
Name Market Value Shares Shares
Change 		Shares
Change %
URS
176
Utah Retirement Systems
Utah
$3M 41,613 +100 +0.2%
ISB
177
Iowa State Bank
Iowa
$2.93M 40,615 -683 -2%
CIBC Asset Management
178
CIBC Asset Management
Ontario, Canada
$2.86M 39,685 -2,343 -6%
Franklin Resources
179
Franklin Resources
California
$2.85M 39,518 +6,465 +20%
TAF
180
Tredje AP-fonden
Sweden
$2.81M 39,047 -4,809 -11%
CNB
181
Czech National Bank
Czech Republic
$2.8M 38,868 +12,140 +45%
BCM
182
Bridgeway Capital Management
Texas
$2.77M 38,500 -1,000 -3%
FM
183
Foster & Motley
Ohio
$2.74M 38,038 -174 -0.5%
Wealth Enhancement Advisory Services
184
Wealth Enhancement Advisory Services
Minnesota
$2.63M 36,443 +36,443 New
VA
185
Vident Advisory
Georgia
$2.6M 36,081 +36,081 New
CWM
186
CIBC World Markets
New York
$2.57M 35,715 -10,339 -22%
CCIA
187
Campbell & Co Investment Adviser
Maryland
$2.53M 35,121 +35,121 New
NYLIM
188
New York Life Investment Management
New York
$2.51M 34,878 -718 -2%
APP
189
Avantax Planning Partners
Iowa
$2.51M 34,876 +830 +2%
VanEck Associates
190
VanEck Associates
New York
$2.48M 34,468 +1,147 +3%
FCH
191
Freestone Capital Holdings
Washington
$2.45M 34,063 -10,443 -23%
PAG
192
Private Advisor Group
New Jersey
$2.45M 33,950 -57 -0.2%
Cetera Investment Advisers
193
Cetera Investment Advisers
Illinois
$2.38M 33,088 -2,167 -6%
YCM
194
Yousif Capital Management
Michigan
$2.38M 32,961 -1,226 -4%
Schroder Investment Management Group
195
Schroder Investment Management Group
United Kingdom
$2.37M 32,919 -1,052 -3%
APF
196
Alaska Permanent Fund
Alaska
$2.36M 32,700 – –
DWM
197
Dakota Wealth Management
Florida
$2.34M 32,534 -1,874 -5%
Janus Henderson Group
198
Janus Henderson Group
United Kingdom
$2.29M 31,798 -2,251 -7%
X
199
Xponance
Pennsylvania
$2.28M 31,636 +420 +1%
PAS
200
Park Avenue Securities
New York
$2.25M 31,188 -1,025 -3%
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