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Principal Financial Group
PFG

Overview Fund Activity

566 hedge funds and large institutions have $8.09B invested in Principal Financial Group in 2020 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 188 increasing their positions, 188 reducing their positions, and 68 closing their positions.

Holders
566
Holders Change
+5
Holders Change %
+0.89%
% of All Funds
11.63%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
77
Increased
188
Reduced
188
Closed
68
Calls
$15.6M
Puts
$15.7M
Net Calls
-$58K
Net Calls Change
-$4.62M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$77M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$295M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$41.3M
4
Charles Schwab
4
Charles Schwab
California
$127M
5
Invesco
5
Invesco
Georgia
$154M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$537M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.27B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$20.7M
4
CI
4
Conning Inc
Connecticut
$5.97M
5
BlackRock
5
BlackRock
New York
$956M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
226
PEAK6 Investments
Illinois
$1.21M +$247K +5,949 +26%
UCFA
227
United Capital Financial Advisors
Texas
$1.19M +$272K +6,534 +30%
GRP
228
Global Retirement Partners
California
$1.16M -$789 -19 -0.1%
B
229
BP
United Kingdom
$1.16M – – –
NAM
230
Nissay Asset Management
Japan
$1.15M +$164K +3,946 +17%
UIM
231
USS Investment Management
United Kingdom
$1.13M +$1.13M +27,300 New
AIM
232
Achmea Investment Management
Netherlands
$1.13M -$340K -8,182 -23%
RT
233
Rockland Trust
Massachusetts
$1.12M -$8.15K -196 -0.7%
DADC
234
D.A. Davidson & Co
Montana
$1.09M +$173K +4,157 +19%
PAM
235
Panagora Asset Management
Massachusetts
$1.08M -$1.54K -37 -0.1%
JIM
236
Jupiter Investment Management
United Kingdom
$1.08M +$591K +14,237 +121%
Public Sector Pension Investment Board (PSP Investments)
237
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.02M -$54K -1,300 -5%
Truist Financial
238
Truist Financial
North Carolina
$1M +$289K +6,967 +41%
TRSOTSOK
239
Teachers Retirement System of the State of Kentucky
Kentucky
$997K -$62.3K -1,500 -6%
SAM
240
Securian Asset Management
Minnesota
$970K -$69.8K -1,681 -7%
CIBC Asset Management
241
CIBC Asset Management
Ontario, Canada
$959K +$13.4K +323 +1%
QSS
242
Quantitative Systematic Strategies
Florida
$948K +$948K +22,811 New
WBC
243
Westpac Banking Corp
Australia
$944K – – –
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$936K -$13.7K -329 -1%
PCM
245
Penserra Capital Management
California
$906K -$159K -3,831 -15%
Pacer Advisors
246
Pacer Advisors
Pennsylvania
$904K +$904K +21,755 New
ERSOT
247
Employees Retirement System of Texas
Texas
$902K – – –
SRAM
248
Stone Ridge Asset Management
New York
$897K +$565K +13,610 +171%
Janney Montgomery Scott
249
Janney Montgomery Scott
Pennsylvania
$871K -$60.8K -1,462 -7%
Nomura Holdings
250
Nomura Holdings
Japan
$851K +$851K +20,520 New
8 9
10
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