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Principal Financial Group
PFG

Overview Fund Activity

725 hedge funds and large institutions have $13.2B invested in Principal Financial Group in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 224 increasing their positions, 292 reducing their positions, and 65 closing their positions.

Holders
725
Holders Change
-12
Holders Change %
-1.63%
% of All Funds
11.44%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
58
Increased
224
Reduced
292
Closed
65
Calls
$16.4M
Puts
$10.6M
Net Calls
+$5.85M
Net Calls Change
-$2.19M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$292M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$694M
3
Citadel Advisors
3
Citadel Advisors
Florida
$34.7M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$40M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$29.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$33.3M
2
Bank of America
2
Bank of America
North Carolina
$1.04B
3
First Trust Advisors
3
First Trust Advisors
Illinois
$202M
4
BlackRock
4
BlackRock
New York
$1.51B
5
CS
5
Credit Suisse
Switzerland
$32M
Name Market Value Shares Shares
Change 		Shares
Change %
LA
201
LBP AM
France
$2.36M 31,148 +2,395 +8%
Mackenzie Financial
202
Mackenzie Financial
Ontario, Canada
$2.36M 30,840 +2,120 +7%
BPC
203
Banque Pictet & Cie
Switzerland
$2.3M 30,375 +13,875 +84%
CI
204
Conning Inc
Connecticut
$2.28M 30,012 +6,947 +30%
PI
205
PineBridge Investments
New York
$2.26M 29,735 +29,735 New
Public Employees Retirement Association of Colorado
206
Public Employees Retirement Association of Colorado
Colorado
$2.24M 29,523 -426 -1%
AG
207
Ascent Group
Virginia
$2.23M 28,202 +2,164 +8%
VIA
208
Vident Investment Advisory
Georgia
$2.13M 28,069 -11,943 -30%
BWM
209
BerganKDV Wealth Management
Minnesota
$2.09M 27,620 -2,301 -8%
SEI Investments
210
SEI Investments
Pennsylvania
$2.07M 27,340 -42,418 -61%
MLM
211
Mount Lucas Management
Pennsylvania
$2.03M 26,795 -5,243 -16%
CNB
212
Czech National Bank
Czech Republic
$2.03M 26,728 -112 -0.4%
CAN
213
Cetera Advisor Networks
California
$2.01M 26,498 +1,988 +8%
NAM
214
Nissay Asset Management
Japan
$1.95M 25,753 -1,094 -4%
SG Americas Securities
215
SG Americas Securities
New York
$1.95M 25,675 +15,966 +164%
HWM
216
Hohimer Wealth Management
Washington
$1.9M 25,008 – –
Allspring Global Investments
217
Allspring Global Investments
North Carolina
$1.89M 24,878 +2,246 +10%
GIBU
218
Gulf International Bank (UK)
United Kingdom
$1.86M 24,524 -7,661 -24%
BOSSRA
219
B.O.S.S. Retirement Advisors
Utah
$1.86M 24,505 -2,582 -10%
HW
220
Hancock Whitney
Mississippi
$1.85M 24,459 -3,916 -14%
OTPPB
221
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.85M 24,384 – –
VPIM
222
Vanguard Personalized Indexing Management
California
$1.81M 23,900 -450 -2%
Mariner
223
Mariner
Kansas
$1.8M 23,742 -2,015 -8%
TI
224
Tidal Investments
Wisconsin
$1.77M 23,341 +2,930 +14%
SO
225
STRS Ohio
Ohio
$1.77M 23,293 -7,587 -25%
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