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Principal Financial Group
PFG

Overview Fund Activity

778 hedge funds and large institutions have $12.6B invested in Principal Financial Group in 2024 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 269 increasing their positions, 270 reducing their positions, and 79 closing their positions.

Holders
778
Holders Change
+2
Holders Change %
+0.26%
% of All Funds
10.36%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
92
Increased
269
Reduced
270
Closed
79
Calls
$21.5M
Puts
$8.69M
Net Calls
+$12.8M
Net Calls Change
+$3.19M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$217M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$55.1M
3
Deutsche Bank
3
Deutsche Bank
Germany
$115M
4
UBS Group
4
UBS Group
Switzerland
$115M
5
Citadel Advisors
5
Citadel Advisors
Florida
$31.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$759M
2
Invesco
2
Invesco
Georgia
$213M
3
Goldman Sachs
3
Goldman Sachs
New York
$94.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$153M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$118M
Name Market Value Shares Shares
Change 		Shares
Change %
Retirement Systems of Alabama
176
Retirement Systems of Alabama
Alabama
$3.53M 45,560 -945 -2%
VCM
177
Voleon Capital Management
California
$3.52M 45,526 +45,526 New
UH
178
Unigestion Holding
Switzerland
$3.52M 45,524 – –
Skandinaviska Enskilda Banken (SEB)
179
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.5M 45,276 – –
HF
180
HRT Financial
New York
$3.47M 44,807 -4,723 -10%
COPPSERS
181
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.46M 44,743 -1,638 -4%
BCIM
182
British Columbia Investment Management
British Columbia, Canada
$3.43M 44,349 +5,241 +13%
Envestnet Asset Management
183
Envestnet Asset Management
Illinois
$3.38M 43,726 +3,426 +9%
Baird Financial Group
184
Baird Financial Group
Wisconsin
$3.38M 43,660 -73 -0.2%
CC
185
Centiva Capital
New York
$3.3M 42,643 +42,643 New
ACM
186
Aquatic Capital Management
Illinois
$3.2M 41,298 +22,698 +122%
AB
187
Amalgamated Bank
New York
$3.19M 41,183 -1,715 -4%
OSAM
188
O'Shaughnessy Asset Management
Connecticut
$2.98M 38,478 -20 -0.1%
CIBC Asset Management
189
CIBC Asset Management
Ontario, Canada
$2.96M 38,295 +566 +2%
DZ Bank
190
DZ Bank
Germany
$2.94M 38,022 -30,000 -44%
EI
191
Ethic Inc
New York
$2.94M 37,965 -9,341 -20%
QCM
192
Quantinno Capital Management
New York
$2.93M 37,843 -7,351 -16%
URS
193
Utah Retirement Systems
Utah
$2.92M 37,713 -300 -0.8%
APP
194
Avantax Planning Partners
Iowa
$2.8M 36,110 +1,523 +4%
FCH
195
Freestone Capital Holdings
Washington
$2.74M 35,356 +332 +0.9%
Corient Private Wealth
196
Corient Private Wealth
Florida
$2.66M 34,300 -23,752 -41%
CWM
197
CIBC World Markets
New York
$2.65M 34,176 -8,384 -20%
APF
198
Alaska Permanent Fund
Alaska
$2.62M 33,843 – –
PFSRSONJ
199
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.58M 33,279 +33,279 New
Wealth Enhancement Advisory Services
200
Wealth Enhancement Advisory Services
Minnesota
$2.56M 33,071 +1,150 +4%
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