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Principal Financial Group
PFG

Overview Fund Activity

776 hedge funds and large institutions have $13.8B invested in Principal Financial Group in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 254 increasing their positions, 288 reducing their positions, and 82 closing their positions.

Holders
776
Holders Change
-13
Holders Change %
-1.65%
% of All Funds
11.23%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
78
Increased
254
Reduced
288
Closed
82
Calls
$26.5M
Puts
$16.9M
Net Calls
+$9.58M
Net Calls Change
+$7.09M

Top Buyers

1
Invesco
1
Invesco
Georgia
$282M
2
Bank of America
2
Bank of America
North Carolina
$956M
3
Goldman Sachs
3
Goldman Sachs
New York
$149M
4
Amundi
4
Amundi
France
$94.1M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$40M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$426M
3
MPI
3
Mairs & Power Inc
Minnesota
$74.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.36B
5
Jane Street
5
Jane Street
New York
$719K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.36B 27,505,946 -243,878 -0.9%
BlackRock
2
BlackRock
New York
$1.71B 19,894,372 +131,316 +0.7%
NLI
3
Nippon Life Insurance
Japan
$1.56B 18,137,000 – –
Bank of America
4
Bank of America
North Carolina
$956M 11,131,044 +414,162 +4%
State Street
5
State Street
Massachusetts
$820M 9,540,838 -17,312 -0.2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$464M 5,414,177 -15,277 -0.3%
Capital Research Global Investors
7
Capital Research Global Investors
California
$426M 4,957,868 -1,646,034 -25%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$375M 4,371,243 -63,152 -1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$338M 3,934,521 +29,397 +0.8%
Northern Trust
10
Northern Trust
Illinois
$287M 3,336,314 -153,554 -4%
Invesco
11
Invesco
Georgia
$282M 3,287,511 +681,711 +26%
Morgan Stanley
12
Morgan Stanley
New York
$249M 2,903,286 +35,601 +1%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$212M 2,462,562 +118,722 +5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$161M 1,879,936 -23,202 -1%
Legal & General Group
15
Legal & General Group
United Kingdom
$149M 1,738,860 +2,177 +0.1%
Goldman Sachs
16
Goldman Sachs
New York
$149M 1,732,975 +243,247 +16%
UBS AM
17
UBS AM
Illinois
$143M 1,667,361 -11,982 -0.7%
HSBC Holdings
18
HSBC Holdings
United Kingdom
$125M 1,453,967 +10,852 +0.8%
Charles Schwab
19
Charles Schwab
California
$121M 1,403,689 +18,801 +1%
Amundi
20
Amundi
France
$94.1M 1,095,396 +241,702 +28%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$83.9M 977,117 -119,990 -11%
UBS Group
22
UBS Group
Switzerland
$83.1M 966,835 +92,330 +11%
MPI
23
Mairs & Power Inc
Minnesota
$74.7M 869,978 -337,998 -28%
Voloridge Investment Management
24
Voloridge Investment Management
Florida
$74.1M 862,104 +197,835 +30%
Deutsche Bank
25
Deutsche Bank
Germany
$73.4M 854,188 -150,637 -15%
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