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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 %
DWM
201
Dakota Wealth Management
Florida
$2.71M 31,551 -720 -2%
Mackenzie Financial
202
Mackenzie Financial
Ontario, Canada
$2.65M 30,872 -406 -1%
JFG
203
Jefferies Financial Group
New York
$2.64M 30,693 +14,623 +91%
SIP
204
Stoneridge Investment Partners
Pennsylvania
$2.6M 30,284 +984 +3%
Cerity Partners
205
Cerity Partners
New York
$2.58M 30,042 +3,281 +12%
Janus Henderson Group
206
Janus Henderson Group
United Kingdom
$2.51M 29,258 – –
ATC
207
Argent Trust Co
Tennessee
$2.51M 29,184 +717 +3%
BMSSC
208
B. Metzler seel. Sohn & Co
Germany
$2.44M 28,419 – –
Mariner
209
Mariner
Kansas
$2.44M 28,389 +211 +0.7%
NAM
210
Nissay Asset Management
Japan
$2.42M 28,124 +754 +3%
FWP
211
FAS Wealth Partners
Kansas
$2.41M 28,048 +1,201 +4%
Daiwa Securities Group
212
Daiwa Securities Group
Japan
$2.36M 27,523 +457 +2%
Pathstone Holdings
213
Pathstone Holdings
New Jersey
$2.36M 27,509 -876 -3%
CAPTRUST Financial Advisors
214
CAPTRUST Financial Advisors
North Carolina
$2.31M 26,876 -3,552 -12%
OAM
215
Ostrum Asset Management
France
$2.3M 26,736 -1,005 -4%
MOACM
216
Mutual of America Capital Management
New York
$2.25M 26,238 -955 -4%
SEI Investments
217
SEI Investments
Pennsylvania
$2.25M 26,182 +945 +4%
CWM
218
Centric Wealth Management
Illinois
$2.23M 25,834 +1,060 +4%
PAG
219
Private Advisor Group
New Jersey
$2.22M 25,816 -415 -2%
CS
220
Candriam SCA
Luxembourg
$2.16M 25,168 +1,142 +5%
WCM
221
Wedge Capital Management
North Carolina
$2.14M 24,891 +1,110 +5%
SA
222
Sanctuary Advisors
Indiana
$2.14M 24,932 +9,933 +66%
HWM
223
Hohimer Wealth Management
Washington
$2.12M 24,724 – –
A
224
AlphaQuest
New York
$2.12M 24,646 -2,410 -9%
VPIM
225
Vanguard Personalized Indexing Management
California
$2.12M 24,642 +1,492 +6%
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