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Principal Financial Group
PFG

Overview Fund Activity

609 hedge funds and large institutions have $12.2B invested in Principal Financial Group in 2021 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 234 increasing their positions, 189 reducing their positions, and 75 closing their positions.

Holders
609
Holders Change
-32
Holders Change %
-4.99%
% of All Funds
10.63%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
46
Increased
234
Reduced
189
Closed
75
Calls
$28M
Puts
$26.6M
Net Calls
+$1.38M
Net Calls Change
-$2.48M

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$362M
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$112M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$55.6M
4
Wells Fargo
4
Wells Fargo
California
$64.6M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$87.6M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$25M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$122M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$246M
4
Retirement Systems of Alabama
4
Retirement Systems of Alabama
Alabama
$5.85M
5
MPI
5
Mairs & Power Inc
Minnesota
$113M
Name Market Value Shares Shares
Change 		Shares
Change %
TCM
226
Twin Capital Management
Pennsylvania
$1.6M 25,385 +820 +3%
MA
227
Montag & Associates
Georgia
$1.59M 25,162 -3,000 -11%
WBC
228
Westpac Banking Corp
Australia
$1.56M 24,673 +1,945 +9%
Mirae Asset Global Investments
229
Mirae Asset Global Investments
South Korea
$1.53M 24,156 +1,680 +7%
CIBC Asset Management
230
CIBC Asset Management
Ontario, Canada
$1.49M 23,620 -1 -0%
IG
231
ING Group
Netherlands
$1.41M 22,294 +3,991 +22%
UIM
232
USS Investment Management
United Kingdom
$1.4M 22,100 – –
UCFA
233
United Capital Financial Advisors
Texas
$1.37M 21,715 -1,045 -5%
BC
234
Burney Company
Virginia
$1.35M 21,354 +1,822 +9%
SAM
235
Securian Asset Management
Minnesota
$1.35M 21,287 -124 -0.6%
EWM
236
Empirical Wealth Management
Washington
$1.33M 21,006 +2,392 +13%
MCM
237
Mork Capital Management
California
$1.3M 20,500 – –
MSRPS
238
Maryland State Retirement & Pension System
Maryland
$1.28M 20,776 – –
AIM
239
Achmea Investment Management
Netherlands
$1.28M 20,292 -28,739 -59%
QI
240
QS Investors
New York
$1.28M 20,212 +1,207 +6%
OMC
241
Old Mission Capital
Illinois
$1.27M 20,023 +20,023 New
VIA
242
Vident Investment Advisory
Georgia
$1.25M 19,797 +6,280 +46%
TRSOTSOK
243
Teachers Retirement System of the State of Kentucky
Kentucky
$1.25M 19,750 – –
RT
244
Rockland Trust
Massachusetts
$1.22M 19,365 -3,166 -14%
EMPI
245
Elo Mutual Pension Insurance
Finland
$1.22M 19,298 -522 -3%
Mackenzie Financial
246
Mackenzie Financial
Ontario, Canada
$1.21M 19,079 +5,421 +40%
OIA
247
OneDigital Investment Advisors
Kansas
$1.16M 18,334 +13,300 +264%
DADC
248
D.A. Davidson & Co
Montana
$1.15M 18,263 -4,860 -21%
JPMPWA
249
J.P. Morgan Private Wealth Advisors
California
$1.15M 18,118 +1,992 +12%
PAM
250
Premier Asset Management
Illinois
$1.13M 17,835 -12,235 -41%
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