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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 %
Baird Financial Group
176
Baird Financial Group
Wisconsin
$3.58M -$1.95M -24,820 -35%
ProShare Advisors
177
ProShare Advisors
Maryland
$3.56M -$290K -3,687 -8%
Neuberger Berman Group
178
Neuberger Berman Group
New York
$3.56M +$1.69M +21,526 +91%
TI
179
Trexquant Investment
Connecticut
$3.55M +$3.55M +45,145 New
TPSF
180
Texas Permanent School Fund
Texas
$3.48M -$215K -2,729 -6%
URS
181
Utah Retirement Systems
Utah
$3.29M +$15.7K +200 +0.5%
ISB
182
Iowa State Bank
Iowa
$3.19M -$8.58K -109 -0.3%
Wealth Enhancement Advisory Services
183
Wealth Enhancement Advisory Services
Minnesota
$3.14M +$274K +3,478 +10%
CNB
184
Czech National Bank
Czech Republic
$3.02M -$35.6K -452 -1%
TAF
185
Tredje AP-fonden
Sweden
$3.01M -$61.2K -778 -2%
CIBC Asset Management
186
CIBC Asset Management
Ontario, Canada
$2.95M -$176K -2,243 -6%
X
187
Xponance
Pennsylvania
$2.91M +$419K +5,324 +17%
BCM
188
Bridgeway Capital Management
Texas
$2.9M -$134K -1,700 -4%
VA
189
Vident Advisory
Georgia
$2.88M +$44.3K +563 +2%
FM
190
Foster & Motley
Ohio
$2.85M -$145K -1,842 -5%
TRCT
191
Tower Research Capital (TRC)
New York
$2.75M +$1.89M +23,974 +218%
Public Sector Pension Investment Board (PSP Investments)
192
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.75M -$1.51M -19,162 -35%
NYLIM
193
New York Life Investment Management
New York
$2.73M -$14K -178 -0.5%
IIM
194
INTECH Investment Management
Florida
$2.69M -$6.83M -86,868 -72%
APP
195
Avantax Planning Partners
Iowa
$2.68M -$62.5K -795 -2%
FCH
196
Freestone Capital Holdings
Washington
$2.66M -$18.1K -230 -0.7%
Franklin Resources
197
Franklin Resources
California
$2.66M -$453K -5,755 -15%
AQR Capital Management
198
AQR Capital Management
Connecticut
$2.63M -$4.03M -51,285 -61%
APF
199
Alaska Permanent Fund
Alaska
$2.58M +$3.15K +40 +0.1%
DWM
200
Dakota Wealth Management
Florida
$2.54M -$20.7K -263 -0.8%
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