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Principal Financial Group
PFG

Overview Fund Activity

778 hedge funds and large institutions have $15.1B invested in Principal Financial Group in 2022 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 270 increasing their positions, 234 reducing their positions, and 47 closing their positions.

Holders
778
Holders Change
+78
Holders Change %
+11.14%
% of All Funds
12.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
137
Increased
270
Reduced
234
Closed
47
Calls
$20.7M
Puts
$10.7M
Net Calls
+$9.97M
Net Calls Change
+$2.39M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$238M
2
Morgan Stanley
2
Morgan Stanley
New York
$379M
3
BlackRock
3
BlackRock
New York
$1.97B
4
Goldman Sachs
4
Goldman Sachs
New York
$156M
5
CS
5
Credit Suisse
Switzerland
$65.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.41B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$713M
3
Norges Bank
3
Norges Bank
Norway
$78.9M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$255M
5
Ameriprise
5
Ameriprise
Minnesota
$82M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.37B 28,280,358 -193,905 -0.7%
BlackRock
2
BlackRock
New York
$1.97B 23,502,767 +1,650,094 +8%
NLI
3
Nippon Life Insurance
Japan
$1.52B 18,137,000 – –
Bank of America
4
Bank of America
North Carolina
$1.41B 16,825,221 -2,979,884 -15%
State Street
5
State Street
Massachusetts
$995M 11,862,015 -156,746 -1%
Capital Research Global Investors
6
Capital Research Global Investors
California
$713M 8,498,045 -1,651,803 -16%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$469M 5,594,730 -2,359 -0%
Charles Schwab
8
Charles Schwab
California
$412M 4,910,405 +406,684 +9%
Morgan Stanley
9
Morgan Stanley
New York
$379M 4,514,124 +1,816,343 +67%
Northern Trust
10
Northern Trust
Illinois
$331M 3,945,916 -52,411 -1%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$255M 3,034,425 -1,289,922 -30%
First Trust Advisors
12
First Trust Advisors
Illinois
$238M 2,838,085 +2,255,366 +387%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$167M 1,990,969 -34,459 -2%
Invesco
14
Invesco
Georgia
$167M 1,985,655 -609,662 -23%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$157M 1,871,745 -370,910 -17%
Goldman Sachs
16
Goldman Sachs
New York
$156M 1,860,673 +453,349 +32%
Legal & General Group
17
Legal & General Group
United Kingdom
$153M 1,825,898 -74,008 -4%
MPI
18
Mairs & Power Inc
Minnesota
$109M 1,294,917 -84,981 -6%
UBS AM
19
UBS AM
Illinois
$106M 1,264,142 +185,035 +17%
Swiss National Bank
20
Swiss National Bank
Switzerland
$85M 1,013,000 -82,016 -7%
Ameriprise
21
Ameriprise
Minnesota
$82M 977,220 -637,511 -39%
Norges Bank
22
Norges Bank
Norway
$78.9M 940,648 -1,525,506 -62%
Amundi
23
Amundi
France
$77.2M 865,353 -160,752 -16%
Victory Capital Management
24
Victory Capital Management
Texas
$74M 881,504 -17,237 -2%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$69.5M 828,689 +76,470 +10%
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