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Principal Financial Group
PFG

Overview Fund Activity

749 hedge funds and large institutions have $13.5B invested in Principal Financial Group in 2023 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 223 increasing their positions, 283 reducing their positions, and 73 closing their positions.

Holders
749
Holders Change
+33
Holders Change %
+4.61%
% of All Funds
10.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
115
Increased
223
Reduced
283
Closed
73
Calls
$14.4M
Puts
$12.7M
Net Calls
+$1.71M
Net Calls Change
-$6.11M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$537M
2
PI
2
PineBridge Investments
New York
$45.3M
3
Norges Bank
3
Norges Bank
Norway
$254M
4
Barclays
4
Barclays
United Kingdom
$83.3M
5
Millennium Management
5
Millennium Management
New York
$48.4M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$507M
2
Bank of America
2
Bank of America
North Carolina
$832M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$93.2M
4
BlackRock
4
BlackRock
New York
$1.49B
5
AssetMark Inc
5
AssetMark Inc
California
$94.9K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.25B 28,605,879 -428,529 -1%
BlackRock
2
BlackRock
New York
$1.49B 18,885,042 -653,175 -3%
NLI
3
Nippon Life Insurance
Japan
$1.43B 18,137,000 – –
Bank of America
4
Bank of America
North Carolina
$832M 10,581,744 -1,515,095 -13%
State Street
5
State Street
Massachusetts
$765M 9,722,082 -150,570 -2%
Morgan Stanley
6
Morgan Stanley
New York
$537M 6,829,452 +4,215,572 +161%
Capital Research Global Investors
7
Capital Research Global Investors
California
$507M 6,449,524 -3,346,549 -34%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$407M 5,182,829 +19,679 +0.4%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$344M 4,369,010 -54,965 -1%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$305M 3,875,462 -47,525 -1%
Northern Trust
11
Northern Trust
Illinois
$292M 3,707,729 -213,186 -5%
Norges Bank
12
Norges Bank
Norway
$254M 3,228,544 +487,328 +18%
First Trust Advisors
13
First Trust Advisors
Illinois
$219M 2,783,578 +144,262 +5%
Goldman Sachs
14
Goldman Sachs
New York
$170M 2,157,712 +200,056 +10%
Invesco
15
Invesco
Georgia
$168M 2,141,045 -90,712 -4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$149M 1,892,879 +258,971 +16%
Legal & General Group
17
Legal & General Group
United Kingdom
$149M 1,889,472 -116,800 -6%
Balyasny Asset Management
18
Balyasny Asset Management
Illinois
$110M 1,397,497 -39,931 -3%
HSBC Holdings
19
HSBC Holdings
United Kingdom
$107M 1,360,338 +149,353 +12%
Charles Schwab
20
Charles Schwab
California
$103M 1,311,223 +29,462 +2%
MPI
21
Mairs & Power Inc
Minnesota
$93.8M 1,191,691 -1,587 -0.1%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$93.2M 1,184,279 -662,391 -36%
UBS AM
23
UBS AM
Illinois
$88.9M 1,129,472 -32,190 -3%
Barclays
24
Barclays
United Kingdom
$83.3M 1,058,831 +415,633 +65%
Citadel Advisors
25
Citadel Advisors
Florida
$83.1M 1,056,821 +374,616 +55%
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