PFG icon

Principal Financial Group
PFG

Overview Fund Activity

613 hedge funds and large institutions have $11.4B invested in Principal Financial Group in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 223 increasing their positions, 227 reducing their positions, and 47 closing their positions.

Holders
613
Holders Change
+4
Holders Change %
+0.66%
% of All Funds
13.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
54
Increased
223
Reduced
227
Closed
47
Calls
$18M
Puts
$8.14M
Net Calls
+$9.83M
Net Calls Change
-$22.4M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.77B
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$28.5M
3
JIM
3
Jupiter Investment Management
United Kingdom
$27.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$143M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$36.2M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$778M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$413M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$159M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$108M
5
Invesco
5
Invesco
Georgia
$201M
Name Market Value Shares Shares
Change 		Shares
Change %
OAM
251
Oppenheimer Asset Management
New York
$1.35M 23,557 -849 -3%
NFG
252
Next Financial Group
Texas
$1.33M 23,210 -8,983 -28%
WBC
253
Westpac Banking Corp
Australia
$1.3M 22,728 – –
NAM
254
Nissay Asset Management
Japan
$1.3M 22,655 +1,116 +5%
AI
255
Atria Investments
North Carolina
$1.26M 22,073 -3,873 -15%
ERSOT
256
Employees Retirement System of Texas
Texas
$1.24M 21,725 -13,275 -38%
Stifel Financial
257
Stifel Financial
Missouri
$1.24M 21,733 -3,667 -14%
JFGIW
258
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.24M 21,687 -872 -4%
TW
259
Transform Wealth
Colorado
$1.22M 21,350 -1,100 -5%
TAF
260
Tredje AP-fonden
Sweden
$1.22M 21,322 +1,527 +8%
CCP
261
Corient Capital Partners
California
$1.21M 21,077 -6,535 -24%
RT
262
Rockland Trust
Massachusetts
$1.2M 22,517 +445 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
263
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.19M 20,900 +20,900 New
ECM
264
Everence Capital Management
Indiana
$1.17M 20,407 – –
NB
265
Norinchukin Bank
Japan
$1.16M 20,314 +792 +4%
SO
266
STRS Ohio
Ohio
$1.16M 20,276 +2,241 +12%
UA
267
Unison Advisors
District of Columbia
$1.15M 20,118 +184 +0.9%
NMERB
268
New Mexico Educational Retirement Board
New Mexico
$1.14M 20,004 -1,200 -6%
CIP
269
Convergence Investment Partners
Florida
$1.12M 19,517 -4,871 -20%
AIC
270
Ameritas Investment Company
Nebraska
$1.11M 19,378 +13,459 +227%
Wealth Enhancement Advisory Services
271
Wealth Enhancement Advisory Services
Minnesota
$1.1M 19,906 +19,906 New
UCFA
272
United Capital Financial Advisors
Texas
$1.08M 18,951 -1,962 -9%
PT
273
Plimoth Trust
Massachusetts
$1.08M 18,845 -445 -2%
BCM
274
Brookstone Capital Management
Illinois
$1.08M 18,833 -20,271 -52%
VI
275
Versor Investments
New York
$1.06M 18,500 +18,500 New
9 10
11
12 13