Purchases and Sales Made in Q4 2022 in Principal Financial Group Inc (PFG)
This table provides information about the institutional ownership of Principal Financial Group Inc (PFG) during Q4 2022. The information is specifically focused on institutions that hold shares of PRINCIPAL FINANCIAL GROUP INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.26M+ 387.04% |
$170M - $214M
|
2.84M
$219M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.87MNew |
$141M - $178M
|
1.87M
$145M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.82M+ 67.33% |
$137M - $173M
|
4.51M
$349M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.65M+ 7.55% |
$124M - $157M
|
23.5M
$1.82B
|
|
|
Feb 14, 2023
Q4 2022
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
941KNew |
$70.9M - $89.4M
|
941K
$72.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
453K+ 32.21% |
$34.2M - $43.1M
|
1.86M
$144M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
453K+ 32.21% |
$34.2M - $43.1M
|
1.86M
$144M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
434K+ 123.83% |
$32.7M - $41.2M
|
785K
$60.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
407K+ 9.03% |
$30.7M - $38.6M
|
4.91M
$380M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
303K+ 821.79% |
$22.9M - $28.8M
|
340K
$26.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
273KNew |
$20.6M - $25.9M
|
273K
$21.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
240K+ 103.35% |
$18.1M - $22.8M
|
471K
$36.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
236KNew |
$17.8M - $22.4M
|
236K
$18.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
207KNew |
$15.6M - $19.7M
|
207K
$16M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
201K+ 2280.72% |
$15.2M - $19.1M
|
210K
$16.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
185K+ 17.15% |
$13.9M - $17.6M
|
1.26M
$97.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
171K+ 86.99% |
$12.9M - $16.2M
|
367K
$28.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Australian Super Pty LTD
|
BUY
|
- |
151KNew |
$11.4M - $14.3M
|
151K
$11.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
144KNew |
$10.9M - $13.7M
|
144K
$11.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
136K+ 84.8% |
$10.2M - $12.9M
|
296K
$22.9M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
126K+ 382.87% |
$9.5M - $12M
|
159K
$12.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
119K+ 42.24% |
$8.95M - $11.3M
|
400K
$30.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
119K+ 3.2% |
$8.94M - $11.3M
|
3.83M
$296M
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
114KNew |
$8.56M - $10.8M
|
114K
$8.78M
|
|
|
Feb 09, 2023
Q4 2022
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
113K+ 121.24% |
$8.49M - $10.7M
|
205K
$15.9M
|
|
|
Oct 18, 2024
Q4 2022
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
113K+ 121.24% |
$8.49M - $10.7M
|
205K
$15.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
108K+ 53.21% |
$8.17M - $10.3M
|
312K
$24.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
89.2K+ 34.17% |
$6.72M - $8.47M
|
350K
$27.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
88.6K+ 533.45% |
$6.68M - $8.41M
|
105K
$8.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
82.4K+ 187.13% |
$6.21M - $7.83M
|
126K
$9.77M
|
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
76.5K+ 10.17% |
$5.77M - $7.26M
|
829K
$64.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
75.1K+ 77.78% |
$5.66M - $7.13M
|
172K
$13.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
74.5K+ 206.53% |
$5.62M - $7.08M
|
111K
$8.55M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
70.7K+ 46.29% |
$5.33M - $6.71M
|
223K
$17.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
65.2K+ 133.94% |
$4.92M - $6.2M
|
114K
$8.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
64.3K+ 39.47% |
$4.85M - $6.11M
|
227K
$17.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Ossiam
Paris, I0 |
BUY
|
- |
64K+ 36.18% |
$4.83M - $6.08M
|
241K
$18.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
59.3KNew |
$4.47M - $5.63M
|
59.3K
$4.58M
|
|
|
Feb 09, 2023
Q4 2022
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
58.8K+ 33.24% |
$4.44M - $5.59M
|
236K
$18.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
58.4K+ 12.35% |
$4.41M - $5.55M
|
532K
$41.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
57.1KNew |
$4.31M - $5.43M
|
57.1K
$4.42M
|
|
|
Jan 12, 2023
Q4 2022
|
Assenagon Asset Management S.A.
|
BUY
|
- |
54.3K+ 981.04% |
$4.09M - $5.16M
|
59.8K
$4.62M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
51KNew |
$3.85M - $4.85M
|
51K
$3.94M
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
44K+ 72.11% |
$3.32M - $4.18M
|
105K
$8.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
42.1KNew |
$3.17M - $4M
|
42.1K
$3.25M
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
41.9KNew |
$3.16M - $3.98M
|
41.9K
$3.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
39.4K+ 183.72% |
$2.97M - $3.74M
|
60.8K
$4.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
38.7KNew |
$2.91M - $3.67M
|
38.7K
$2.99M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38.3K+ 38.67% |
$2.89M - $3.64M
|
138K
$10.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
37.4K+ 458.57% |
$2.82M - $3.56M
|
45.6K
$3.53M
|