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Principal Financial Group
PFG

Overview Fund Activity

680 hedge funds and large institutions have $13.7B invested in Principal Financial Group in 2022 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 231 increasing their positions, 214 reducing their positions, and 56 closing their positions.

Holders
680
Holders Change
+23
Holders Change %
+3.5%
% of All Funds
10.76%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
89
Increased
231
Reduced
214
Closed
56
Calls
$14.2M
Puts
$4.92M
Net Calls
+$9.27M
Net Calls Change
+$10.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$288M
2
Bank of America
2
Bank of America
North Carolina
$1.03B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$83.2M
4
BlackRock
4
BlackRock
New York
$1.71B
5
SSA
5
Schonfeld Strategic Advisors
New York
$20.1M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$37.4M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$958M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$141M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$51.2M
5
Barclays
5
Barclays
United Kingdom
$36.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.13B 29,028,108 +150,598 +0.5%
BlackRock
2
BlackRock
New York
$1.71B 23,253,147 +756,508 +3%
NLI
3
Nippon Life Insurance
Japan
$1.33B 18,137,000 – –
Bank of America
4
Bank of America
North Carolina
$1.03B 14,006,960 +2,916,493 +26%
Capital Research Global Investors
5
Capital Research Global Investors
California
$958M 13,054,572 -2,173,638 -14%
State Street
6
State Street
Massachusetts
$945M 12,867,760 -623,257 -5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$375M 5,119,742 +127,222 +3%
Northern Trust
8
Northern Trust
Illinois
$302M 4,113,693 +43,319 +1%
Charles Schwab
9
Charles Schwab
California
$298M 4,054,133 +251,562 +7%
Morgan Stanley
10
Morgan Stanley
New York
$288M 3,924,349 +2,952,851 +304%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$268M 3,656,223 -4,379 -0.1%
Invesco
12
Invesco
Georgia
$214M 2,919,231 +102,496 +4%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$157M 2,136,698 +209,370 +11%
Goldman Sachs
14
Goldman Sachs
New York
$148M 2,022,809 -1,037,715 -34%
Legal & General Group
15
Legal & General Group
United Kingdom
$142M 1,932,183 +32,183 +2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$141M 1,920,920 -2,136,178 -53%
Ameriprise
17
Ameriprise
Minnesota
$133M 1,970,188 +111,860 +6%
Norges Bank
18
Norges Bank
Norway
$120M 1,632,318 -1,168,404 -42%
PPA
19
Parametric Portfolio Associates
Washington
$108M 1,474,968 +19,727 +1%
MPI
20
Mairs & Power Inc
Minnesota
$105M 1,425,775 -51,239 -3%
UBS AM
21
UBS AM
Illinois
$87.4M 1,191,204 -14,003 -1%
Swiss National Bank
22
Swiss National Bank
Switzerland
$84.3M 1,148,116 +128,000 +13%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$83.2M 1,133,674 +855,747 +308%
ORIO
24
Old Republic International (ORI)
Illinois
$79.7M 1,085,000 -39,000 -3%
Amundi
25
Amundi
France
$72.4M 990,470 +129,395 +15%
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