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Principal Financial Group
PFG

Overview Fund Activity

778 hedge funds and large institutions have $15.1B invested in Principal Financial Group in 2022 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 270 increasing their positions, 234 reducing their positions, and 47 closing their positions.

Holders
778
Holders Change
+78
Holders Change %
+11.14%
% of All Funds
12.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
137
Increased
270
Reduced
234
Closed
47
Calls
$20.7M
Puts
$10.7M
Net Calls
+$9.97M
Net Calls Change
+$2.39M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$238M
2
Morgan Stanley
2
Morgan Stanley
New York
$379M
3
BlackRock
3
BlackRock
New York
$1.97B
4
Goldman Sachs
4
Goldman Sachs
New York
$156M
5
CS
5
Credit Suisse
Switzerland
$65.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.41B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$713M
3
Norges Bank
3
Norges Bank
Norway
$78.9M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$255M
5
Ameriprise
5
Ameriprise
Minnesota
$82M
Name Market Value Shares Shares
Change 		Shares
Change %
APF
201
Alaska Permanent Fund
Alaska
$3M 35,700 – –
JFG
202
Jefferies Financial Group
New York
$2.99M 35,663 +35,663 New
EGM
203
Engineers Gate Manager
New York
$2.98M 35,552 +35,552 New
JPMPWA
204
J.P. Morgan Private Wealth Advisors
California
$2.95M 35,146 -148 -0.4%
VIA
205
Vident Investment Advisory
Georgia
$2.94M 35,059 +3,958 +13%
DWM
206
Dakota Wealth Management
Florida
$2.89M 34,408 – –
APP
207
Avantax Planning Partners
Iowa
$2.84M 33,887 -716 -2%
CS
208
Candriam SCA
Luxembourg
$2.84M 33,862 -3,179 -9%
AC
209
Arjuna Capital
North Carolina
$2.74M 32,687 +540 +2%
LS
210
Leelyn Smith
Illinois
$2.74M 32,684 -295 -0.9%
Public Employees Retirement Association of Colorado
211
Public Employees Retirement Association of Colorado
Colorado
$2.74M 32,668 – –
MOACM
212
Mutual of America Capital Management
New York
$2.73M 32,518 +419 +1%
SFI
213
Siemens Fonds Invest
Germany
$2.72M 32,449 -972 -3%
PAS
214
Park Avenue Securities
New York
$2.72M 32,415 +6,450 +25%
TPSF
215
Texas Permanent School Fund
Texas
$2.71M 32,331 -466 -1%
DILIC
216
Dai-ichi Life Insurance Company
Japan
$2.71M 32,252 – –
Corient Private Wealth
217
Corient Private Wealth
Florida
$2.66M 31,653 +31,653 New
VanEck Associates
218
VanEck Associates
New York
$2.62M 31,265 +31,265 New
HW
219
Hancock Whitney
Mississippi
$2.62M 31,184 -808 -3%
US Bancorp
220
US Bancorp
Minnesota
$2.58M 30,707 -267 -0.9%
ECM
221
ExodusPoint Capital Management
New York
$2.55M 30,425 +30,425 New
MLM
222
Mount Lucas Management
Pennsylvania
$2.55M 30,370 -16,777 -36%
LA
223
LBP AM
France
$2.52M 29,988 +29,988 New
WAM
224
Wakefield Asset Management
Colorado
$2.49M 29,666 -3,794 -11%
X
225
Xponance
Pennsylvania
$2.48M 29,513 +3,620 +14%
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