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Principal Financial Group
PFG

Overview Fund Activity

776 hedge funds and large institutions have $13.8B invested in Principal Financial Group in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 254 increasing their positions, 288 reducing their positions, and 82 closing their positions.

Holders
776
Holders Change
-13
Holders Change %
-1.65%
% of All Funds
11.23%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
78
Increased
254
Reduced
288
Closed
82
Calls
$26.5M
Puts
$16.9M
Net Calls
+$9.58M
Net Calls Change
+$7.09M

Top Buyers

1
Invesco
1
Invesco
Georgia
$282M
2
Bank of America
2
Bank of America
North Carolina
$956M
3
Goldman Sachs
3
Goldman Sachs
New York
$149M
4
Amundi
4
Amundi
France
$94.1M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$40M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$426M
3
MPI
3
Mairs & Power Inc
Minnesota
$74.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.36B
5
Jane Street
5
Jane Street
New York
$719K
Name Market Value Shares Shares
Change 		Shares
Change %
CNB
176
Czech National Bank
Czech Republic
$3.73M 43,402 +2,311 +6%
X
177
Xponance
Pennsylvania
$3.71M 43,208 +464 +1%
AB
178
Amalgamated Bank
New York
$3.69M 42,898 -18,265 -30%
CWM
179
CIBC World Markets
New York
$3.66M 42,560 +158 +0.4%
Envestnet Asset Management
180
Envestnet Asset Management
Illinois
$3.46M 40,300 -1,883 -4%
OSAM
181
O'Shaughnessy Asset Management
Connecticut
$3.45M 38,498 +3,869 +11%
YCM
182
Yousif Capital Management
Michigan
$3.41M 39,668 +9,257 +30%
BCIM
183
British Columbia Investment Management
British Columbia, Canada
$3.36M 39,108 -5,932 -13%
URS
184
Utah Retirement Systems
Utah
$3.27M 38,013 -600 -2%
CIBC Asset Management
185
CIBC Asset Management
Ontario, Canada
$3.24M 37,729 +2,081 +6%
TAF
186
Tredje AP-fonden
Sweden
$3.24M 37,683 – –
Public Sector Pension Investment Board (PSP Investments)
187
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.19M 37,141 +500 +1%
MYAM
188
Meiji Yasuda Asset Management
Japan
$3.15M 36,679 +28,672 +358%
FCH
189
Freestone Capital Holdings
Washington
$3.01M 35,024 +50 +0.1%
APP
190
Avantax Planning Partners
Iowa
$2.97M 34,587 +1 +0%
JF
191
Jump Financial
Illinois
$2.96M 34,504 +9,272 +37%
SOADOR
192
State of Alaska Department of Revenue
Alaska
$2.96M 34,479 -9,610 -22%
Handelsbanken Fonder
193
Handelsbanken Fonder
Sweden
$2.92M 33,974 +13,847 +69%
APF
194
Alaska Permanent Fund
Alaska
$2.91M 33,843 – –
AAM
195
Advisors Asset Management
Colorado
$2.9M 33,739 -2,351 -7%
CAM
196
Cresset Asset Management
Illinois
$2.84M 33,096 +1,519 +5%
UM
197
UniSuper Management
Australia
$2.84M 33,032 +9,679 +41%
NYLIM
198
New York Life Investment Management
New York
$2.74M 31,952 -1,337 -4%
Wealth Enhancement Advisory Services
199
Wealth Enhancement Advisory Services
Minnesota
$2.74M 31,921 -4,548 -12%
FM
200
Foster & Motley
Ohio
$2.72M 31,605 -2,006 -6%
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