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Principal Financial Group
PFG

Overview Fund Activity

725 hedge funds and large institutions have $13.2B invested in Principal Financial Group in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 224 increasing their positions, 292 reducing their positions, and 65 closing their positions.

Holders
725
Holders Change
-12
Holders Change %
-1.63%
% of All Funds
11.44%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
58
Increased
224
Reduced
292
Closed
65
Calls
$16.4M
Puts
$10.6M
Net Calls
+$5.85M
Net Calls Change
-$2.19M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$292M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$694M
3
Citadel Advisors
3
Citadel Advisors
Florida
$34.7M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$40M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$29.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$33.3M
2
Bank of America
2
Bank of America
North Carolina
$1.04B
3
First Trust Advisors
3
First Trust Advisors
Illinois
$202M
4
BlackRock
4
BlackRock
New York
$1.51B
5
CS
5
Credit Suisse
Switzerland
$32M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.23B 29,456,419 -283,759 -1%
BlackRock
2
BlackRock
New York
$1.51B 19,917,907 -1,530,026 -7%
NLI
3
Nippon Life Insurance
Japan
$1.38B 18,137,000 – –
Bank of America
4
Bank of America
North Carolina
$1.04B 13,722,620 -2,871,168 -17%
State Street
5
State Street
Massachusetts
$770M 10,146,771 +258,621 +3%
Capital Research Global Investors
6
Capital Research Global Investors
California
$694M 9,149,111 +813,139 +10%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$424M 5,603,444 +87,605 +2%
Northern Trust
8
Northern Trust
Illinois
$296M 3,904,863 -53,885 -1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$294M 3,872,839 +227,364 +6%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$292M 3,848,329 +870,872 +29%
Norges Bank
11
Norges Bank
Norway
$205M 2,700,235 +58,981 +2%
Morgan Stanley
12
Morgan Stanley
New York
$202M 2,662,521 -231,343 -8%
First Trust Advisors
13
First Trust Advisors
Illinois
$202M 2,661,992 -2,240,032 -46%
Goldman Sachs
14
Goldman Sachs
New York
$178M 2,344,673 -34,552 -1%
Legal & General Group
15
Legal & General Group
United Kingdom
$159M 2,094,887 +277,588 +15%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$152M 2,002,886 -161,755 -7%
Invesco
17
Invesco
Georgia
$150M 1,982,630 +182,922 +10%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$133M 1,759,323 -50,420 -3%
Charles Schwab
19
Charles Schwab
California
$97M 1,278,571 -2,650 -0.2%
MPI
20
Mairs & Power Inc
Minnesota
$91.2M 1,202,659 -16,076 -1%
UBS AM
21
UBS AM
Illinois
$82.5M 1,109,980 – –
Swiss National Bank
22
Swiss National Bank
Switzerland
$66.6M 877,600 -93,500 -10%
HSBC Holdings
23
HSBC Holdings
United Kingdom
$57.2M 754,530 +138,612 +23%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$51.3M 676,869 -68,228 -9%
Amundi
25
Amundi
France
$51.2M 668,307 +13,974 +2%
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