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Principal Financial Group
PFG

Overview Fund Activity

759 hedge funds and large institutions have $14.4B invested in Principal Financial Group in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 251 increasing their positions, 271 reducing their positions, and 61 closing their positions.

Holders
759
Holders Change
+10
Holders Change %
+1.34%
% of All Funds
11%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
81
Increased
251
Reduced
271
Closed
61
Calls
$21.4M
Puts
$21.1M
Net Calls
+$285K
Net Calls Change
-$1.42M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$195M
2
UBS Group
2
UBS Group
Switzerland
$81.3M
3
BlackRock
3
BlackRock
New York
$1.68B
4
Invesco
4
Invesco
Georgia
$232M
5
Amundi
5
Amundi
France
$111M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$233M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$14M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
RAG
4
RIA Advisory Group
Iowa
$564K
5
Goldman Sachs
5
Goldman Sachs
New York
$120M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.42B 28,037,528 -568,351 -2%
BlackRock
2
BlackRock
New York
$1.68B 19,431,905 +546,863 +3%
NLI
3
Nippon Life Insurance
Japan
$1.57B 18,137,000 – –
Bank of America
4
Bank of America
North Carolina
$947M 10,968,264 +386,520 +4%
State Street
5
State Street
Massachusetts
$834M 9,657,113 -64,969 -0.7%
Capital Research Global Investors
6
Capital Research Global Investors
California
$570M 6,602,298 +152,774 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$465M 5,403,367 +220,538 +4%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$387M 4,483,241 +114,231 +3%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$334M 3,865,270 -10,192 -0.3%
Northern Trust
10
Northern Trust
Illinois
$309M 3,580,606 -127,123 -3%
Norges Bank
11
Norges Bank
Norway
$257M 2,980,423 -248,121 -8%
Morgan Stanley
12
Morgan Stanley
New York
$233M 2,704,741 -4,124,711 -60%
Invesco
13
Invesco
Georgia
$232M 2,682,232 +541,187 +25%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$195M 2,257,328 +1,852,667 +458%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$160M 1,849,622 -43,257 -2%
Legal & General Group
16
Legal & General Group
United Kingdom
$159M 1,838,645 -50,827 -3%
HSBC Holdings
17
HSBC Holdings
United Kingdom
$126M 1,460,077 +99,739 +7%
Goldman Sachs
18
Goldman Sachs
New York
$120M 1,385,981 -771,731 -36%
Charles Schwab
19
Charles Schwab
California
$118M 1,364,034 +52,811 +4%
Amundi
20
Amundi
France
$111M 1,406,907 +500,836 +55%
MPI
21
Mairs & Power Inc
Minnesota
$106M 1,228,314 +36,623 +3%
UBS AM
22
UBS AM
Illinois
$103M 1,195,809 +66,337 +6%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$97.7M 1,131,571 -52,708 -4%
UBS Group
24
UBS Group
Switzerland
$81.3M 941,946 +577,294 +158%
Barclays
25
Barclays
United Kingdom
$72.1M 835,866 -222,965 -21%
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