Purchases and Sales Made in Q4 2023 in Principal Financial Group Inc (PFG)
This table provides information about the institutional ownership of Principal Financial Group Inc (PFG) during Q4 2023. 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 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-42.4K- 36.38% |
$2.83M - $3.37M
|
74.1K
$6.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-47.5K- 1.21% |
$3.18M - $3.78M
|
3.88M
$324M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-51.3K- 60.52% |
$3.43M - $4.08M
|
33.5K
$2.8M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-51.4K- 31.29% |
$3.44M - $4.09M
|
113K
$9.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-54.3K- 51.54% |
$3.63M - $4.32M
|
51K
$4.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-54.9K- 49.89% |
$3.67M - $4.37M
|
55.1K
$4.61M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-57.9K- 20.9% |
$3.87M - $4.6M
|
219K
$18.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-60.1K- 68.14% |
$4.02M - $4.78M
|
28.1K
$2.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-70.2K- 48.17% |
$4.69M - $5.59M
|
75.5K
$6.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-79.9K- 32.83% |
$5.34M - $6.36M
|
163K
$13.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-85.9K- 17.51% |
$5.74M - $6.83M
|
405K
$33.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-86.9K- 71.74% |
$5.81M - $6.91M
|
34.2K
$2.86M
|
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-86.9K- 71.74% |
$5.81M - $6.91M
|
34.2K
$2.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-90.7K- 4.06% |
$6.07M - $7.22M
|
2.14M
$179M
|
|
|
Feb 12, 2024
Q4 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-113K- 65.56% |
$7.54M - $8.97M
|
59.2K
$4.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-137K- 68.39% |
$9.15M - $10.9M
|
63.3K
$5.29M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-151K- 1.53% |
$10.1M - $12M
|
9.72M
$814M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-154K- 61.48% |
$10.3M - $12.3M
|
96.6K
$8.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-186K- 78.37% |
$12.5M - $14.8M
|
51.5K
$4.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-210K- 66.74% |
$14.1M - $16.7M
|
105K
$8.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-213K- 5.44% |
$14.3M - $17M
|
3.71M
$310M
|
|
|
Feb 09, 2024
Q4 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-224K- 62.58% |
$15M - $17.9M
|
134K
$11.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-429K- 1.48% |
$28.7M - $34.1M
|
28.6M
$2.39B
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-477K- 99.75% |
$31.9M - $38M
|
1.21K
$101K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-653K- 3.34% |
$43.7M - $52M
|
18.9M
$1.58B
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-662K- 35.87% |
$44.3M - $52.7M
|
1.18M
$99.1M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.02M- 83.31% |
$135M - $161M
|
405K
$33.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.14M- 22.89% |
$210M - $250M
|
10.6M
$885M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-3.35M- 34.16% |
$224M - $266M
|
6.45M
$540M
|