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Principal Financial Group
PFG

Overview Fund Activity

789 hedge funds and large institutions have $13B invested in Principal Financial Group in 2024 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 284 increasing their positions, 252 reducing their positions, and 54 closing their positions.

Holders
789
Holders Change
+30
Holders Change %
+3.95%
% of All Funds
11.48%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
93
Increased
284
Reduced
252
Closed
54
Calls
$21.2M
Puts
$18.7M
Net Calls
+$2.49M
Net Calls Change
+$2.2M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$132M
2
BlackRock
2
BlackRock
New York
$1.55B
3
Deutsche Bank
3
Deutsche Bank
Germany
$78.8M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$27.8M
5
Norges Bank
5
Norges Bank
Norway
$255M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.78M
2
Amundi
2
Amundi
France
$67.6M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$3.01M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$4.11M
5
HF
5
HRT Financial
New York
$1.8M
Name Market Value Shares Shares
Change 		Shares
Change %
OSAM
201
O'Shaughnessy Asset Management
Connecticut
$2.72M 34,629 -178,153 -84%
APP
202
Avantax Planning Partners
Iowa
$2.71M 34,586 +2 +0%
FM
203
Foster & Motley
Ohio
$2.64M 33,611 -896 -3%
NYLIM
204
New York Life Investment Management
New York
$2.61M 33,289 -245 -0.7%
DWM
205
Dakota Wealth Management
Florida
$2.53M 32,271 -5 -0%
Neuberger Berman Group
206
Neuberger Berman Group
New York
$2.48M 31,650 -7,277 -19%
CAM
207
Cresset Asset Management
Illinois
$2.48M 31,577 +12,387 +65%
Mackenzie Financial
208
Mackenzie Financial
Ontario, Canada
$2.45M 31,278 -853 -3%
QT
209
Quantbot Technologies
New York
$2.41M 30,718 +18,012 +142%
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$2.39M 30,428 -157 -0.5%
YCM
211
Yousif Capital Management
Michigan
$2.39M 30,411 -879 -3%
SIP
212
Stoneridge Investment Partners
Pennsylvania
$2.3M 29,300 +29,300 New
Janus Henderson Group
213
Janus Henderson Group
United Kingdom
$2.3M 29,258 -1,235 -4%
ATC
214
Argent Trust Co
Tennessee
$2.23M 28,467 +1,772 +7%
BMSSC
215
B. Metzler seel. Sohn & Co
Germany
$2.23M 28,419 +1,017 +4%
Pathstone Holdings
216
Pathstone Holdings
New Jersey
$2.23M 28,385 -1,530 -5%
PD
217
Point72 (DIFC)
United Arab Emirates
$2.22M 28,246 -6,262 -18%
Mariner
218
Mariner
Kansas
$2.21M 28,178 +1,389 +5%
OAM
219
Ostrum Asset Management
France
$2.18M 27,741 +12,808 +86%
NAM
220
Nissay Asset Management
Japan
$2.15M 27,370 +366 +1%
MOACM
221
Mutual of America Capital Management
New York
$2.13M 27,193 -1,565 -5%
Daiwa Securities Group
222
Daiwa Securities Group
Japan
$2.12M 27,066 +1,652 +7%
A
223
AlphaQuest
New York
$2.12M 27,056 +13,145 +94%
FWP
224
FAS Wealth Partners
Kansas
$2.11M 26,847 +496 +2%
Cerity Partners
225
Cerity Partners
New York
$2.1M 26,761 -1,045 -4%
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