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Principal Financial Group
PFG

Overview Fund Activity

778 hedge funds and large institutions have $12.6B invested in Principal Financial Group in 2024 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 269 increasing their positions, 270 reducing their positions, and 79 closing their positions.

Holders
778
Holders Change
+2
Holders Change %
+0.26%
% of All Funds
10.36%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
92
Increased
269
Reduced
270
Closed
79
Calls
$21.5M
Puts
$8.69M
Net Calls
+$12.8M
Net Calls Change
+$3.19M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$217M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$55.1M
3
Deutsche Bank
3
Deutsche Bank
Germany
$115M
4
UBS Group
4
UBS Group
Switzerland
$115M
5
Citadel Advisors
5
Citadel Advisors
Florida
$31.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$759M
2
Invesco
2
Invesco
Georgia
$213M
3
Goldman Sachs
3
Goldman Sachs
New York
$94.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$153M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$118M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.12B 27,430,527 -75,419 -0.3%
BlackRock
2
BlackRock
New York
$1.54B 19,856,054 -38,318 -0.2%
NLI
3
Nippon Life Insurance
Japan
$1.4B 18,137,000 – –
Bank of America
4
Bank of America
North Carolina
$759M 9,802,354 -1,328,690 -12%
State Street
5
State Street
Massachusetts
$748M 9,669,088 +128,250 +1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$422M 5,466,587 +52,410 +1%
Capital Research Global Investors
7
Capital Research Global Investors
California
$385M 4,967,857 +9,989 +0.2%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$324M 4,191,838 -179,405 -4%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$303M 3,913,064 -21,457 -0.5%
Northern Trust
10
Northern Trust
Illinois
$284M 3,662,918 +326,604 +10%
Morgan Stanley
11
Morgan Stanley
New York
$225M 2,911,596 +8,310 +0.3%
Norges Bank
12
Norges Bank
Norway
$217M 2,803,530 +2,803,530 New
Invesco
13
Invesco
Georgia
$213M 2,753,987 -533,524 -16%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$153M 1,979,558 -483,004 -20%
UBS AM
15
UBS AM
Illinois
$145M 1,877,246 +209,885 +13%
Legal & General Group
16
Legal & General Group
United Kingdom
$126M 1,627,120 -111,740 -6%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$118M 1,528,038 -351,898 -19%
UBS Group
18
UBS Group
Switzerland
$115M 1,489,373 +522,538 +54%
Deutsche Bank
19
Deutsche Bank
Germany
$115M 1,482,053 +627,865 +74%
Charles Schwab
20
Charles Schwab
California
$112M 1,448,507 +44,818 +3%
HSBC Holdings
21
HSBC Holdings
United Kingdom
$111M 1,436,859 -17,108 -1%
Amundi
22
Amundi
France
$107M 1,359,779 +264,383 +24%
Goldman Sachs
23
Goldman Sachs
New York
$94.5M 1,220,135 -512,840 -30%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$82.2M 1,062,128 +85,011 +9%
Voloridge Investment Management
25
Voloridge Investment Management
Florida
$68.1M 879,704 +17,600 +2%
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