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Principal Financial Group
PFG

Overview Fund Activity

684 hedge funds and large institutions have $12.5B invested in Principal Financial Group in 2022 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 238 increasing their positions, 236 reducing their positions, and 53 closing their positions.

Holders
684
Holders Change
+4
Holders Change %
+0.59%
% of All Funds
11.57%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
67
Increased
238
Reduced
236
Closed
53
Calls
$17.3M
Puts
$7.59M
Net Calls
+$9.71M
Net Calls Change
+$440K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.3B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$265M
3
Norges Bank
3
Norges Bank
Norway
$172M
4
N
4
Natixis
France
$51M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$110M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$794M
2
Morgan Stanley
2
Morgan Stanley
New York
$200M
3
State Street
3
State Street
Massachusetts
$802M
4
BlackRock
4
BlackRock
New York
$1.5B
5
Goldman Sachs
5
Goldman Sachs
New York
$99.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.91B 28,618,913 -409,195 -1%
BlackRock
2
BlackRock
New York
$1.5B 22,489,566 -763,581 -3%
Bank of America
3
Bank of America
North Carolina
$1.3B 19,453,884 +5,446,924 +39%
NLI
4
Nippon Life Insurance
Japan
$1.21B 18,137,000 – –
State Street
5
State Street
Massachusetts
$802M 12,001,678 -866,082 -7%
Capital Research Global Investors
6
Capital Research Global Investors
California
$794M 11,889,843 -1,164,729 -9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$329M 4,940,995 -178,747 -3%
Charles Schwab
8
Charles Schwab
California
$283M 4,231,161 +177,028 +4%
Northern Trust
9
Northern Trust
Illinois
$272M 4,075,144 -38,549 -0.9%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$265M 3,968,048 +1,831,350 +86%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$245M 3,661,125 +4,902 +0.1%
Invesco
12
Invesco
Georgia
$201M 3,007,627 +88,396 +3%
Morgan Stanley
13
Morgan Stanley
New York
$200M 3,001,474 -922,875 -24%
Norges Bank
14
Norges Bank
Norway
$172M 2,570,081 +937,763 +57%
Legal & General Group
15
Legal & General Group
United Kingdom
$134M 2,012,402 +80,219 +4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$132M 1,982,713 +61,793 +3%
Ameriprise
17
Ameriprise
Minnesota
$121M 1,874,264 -95,924 -5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$110M 1,641,556 +507,882 +45%
Goldman Sachs
19
Goldman Sachs
New York
$99.5M 1,490,221 -532,588 -26%
MPI
20
Mairs & Power Inc
Minnesota
$92.1M 1,379,293 -46,482 -3%
UBS AM
21
UBS AM
Illinois
$83.1M 1,244,501 +53,297 +4%
Swiss National Bank
22
Swiss National Bank
Switzerland
$75.7M 1,133,116 -15,000 -1%
ORIO
23
Old Republic International (ORI)
Illinois
$67.5M 1,010,000 -75,000 -7%
Amundi
24
Amundi
France
$61.4M 1,004,536 +14,066 +1%
Victory Capital Management
25
Victory Capital Management
Texas
$58.2M 871,173 +64,605 +8%
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