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Principal Financial Group
PFG

Overview Fund Activity

700 hedge funds and large institutions have $13.3B invested in Principal Financial Group in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 223 increasing their positions, 246 reducing their positions, and 56 closing their positions.

Holders
700
Holders Change
+16
Holders Change %
+2.34%
% of All Funds
12.11%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
80
Increased
223
Reduced
246
Closed
56
Calls
$15.1M
Puts
$7.53M
Net Calls
+$7.58M
Net Calls Change
-$2.13M

Top Buyers

1
Geode Capital Management
1
Geode Capital Management
Massachusetts
$403M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$146M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$312M
4
Bank of America
4
Bank of America
North Carolina
$1.43B
5
Axa
5
Axa
France
$25.2M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$732M
2
ORIO
2
Old Republic International (ORI)
Illinois
$0
3
N
3
Natixis
France
$1.1M
4
BlackRock
4
BlackRock
New York
$1.58B
5
WCM
5
Wedge Capital Management
North Carolina
$240K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.05B 28,474,263 -144,650 -0.5%
BlackRock
2
BlackRock
New York
$1.58B 21,852,673 -636,893 -3%
Bank of America
3
Bank of America
North Carolina
$1.43B 19,805,105 +351,221 +2%
NLI
4
Nippon Life Insurance
Japan
$1.31B 18,137,000 – –
State Street
5
State Street
Massachusetts
$867M 12,018,761 +17,083 +0.1%
Capital Research Global Investors
6
Capital Research Global Investors
California
$732M 10,149,848 -1,739,995 -15%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$403M 5,597,089 +656,094 +13%
Charles Schwab
8
Charles Schwab
California
$325M 4,503,721 +272,560 +6%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$312M 4,324,347 +356,299 +9%
Northern Trust
10
Northern Trust
Illinois
$288M 3,998,327 -76,817 -2%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$268M 3,708,800 +47,675 +1%
Morgan Stanley
12
Morgan Stanley
New York
$195M 2,697,781 -303,693 -10%
Invesco
13
Invesco
Georgia
$187M 2,595,317 -412,310 -14%
Norges Bank
14
Norges Bank
Norway
$178M 2,466,154 -103,927 -4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$162M 2,242,655 +259,942 +13%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$146M 2,025,428 +383,872 +23%
Legal & General Group
17
Legal & General Group
United Kingdom
$137M 1,899,906 -112,496 -6%
Ameriprise
18
Ameriprise
Minnesota
$120M 1,614,731 -259,533 -14%
Goldman Sachs
19
Goldman Sachs
New York
$102M 1,407,324 -82,897 -6%
MPI
20
Mairs & Power Inc
Minnesota
$99.6M 1,379,898 +605 +0%
Amundi
21
Amundi
France
$80.6M 1,026,105 +21,569 +2%
Swiss National Bank
22
Swiss National Bank
Switzerland
$79M 1,095,016 -38,100 -3%
UBS AM
23
UBS AM
Illinois
$77.9M 1,079,107 -165,394 -13%
Victory Capital Management
24
Victory Capital Management
Texas
$64.8M 898,741 +27,568 +3%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$54.3M 752,219 -13,181 -2%
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