Principal Financial Group
PFG
786 hedge funds and large institutions have $12.7B invested in Principal Financial Group in 2024 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 272 increasing their positions, 272 reducing their positions, and 79 closing their positions.
147% more call options, than puts
Call options by funds: $21.5M | Put options by funds: $8.69M
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
16% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 79
0.7% more ownership
Funds ownership: 70.82% → 71.52% (+0.7%)
0% more funds holding
Funds holding: 784 → 786 (+2)
0% more repeat investments, than reductions
Existing positions increased: 272 | Existing positions reduced: 272
10% less capital invested
Capital invested by funds: $14.1B → $12.7B (-$1.42B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$54.8M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$52.9M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$44M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$34.5M |
| 5 |
SLAM
Swiss Life Asset Management
Zurich,
|
+$34.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$112M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$45M |
| 3 |
Goldman Sachs
New York
|
-$43.2M |
| 4 |
JP Morgan Chase
New York
|
-$40.7M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$40.4M |
PFG Hedge Fund Activity: Q4 2024 in Review
786 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q4 2024, worth a combined $12.7B — down 10% from $14.1B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new PFG positions and 79 closed out — a net gain of 13 holders — while 272 added to existing stakes and 272 trimmed.
The largest buyer was Qube Research & Technologies (QRT), adding an estimated $54.8M. The largest seller was Bank of America, cutting an estimated $112M.
- 786 institutional investors held Principal Financial Group (PFG) as of Q4 2024, up from 784 in Q3 2024.
- Funds reported $12.7B of Principal Financial Group stock for Q4 2024, down 10% quarter-over-quarter.
- 92 funds opened new Principal Financial Group positions in Q4 2024 and 79 closed out, a net change of +13 holders.
- The largest Principal Financial Group buyer in Q4 2024 was Qube Research & Technologies (QRT), an estimated $54.8M added.
- The largest Principal Financial Group seller in Q4 2024 was Bank of America, an estimated $112M sold.
Based on aggregated 13F filings for Q4 2024.