PFG icon

Principal Financial Group
PFG

Overview Fund Activity

610 hedge funds and large institutions have $11.1B invested in Principal Financial Group in 2019 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 196 increasing their positions, 227 reducing their positions, and 68 closing their positions.

Holders
610
Holders Change
-3
Holders Change %
-0.49%
% of All Funds
12.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
77
Increased
196
Reduced
227
Closed
68
Calls
$14.9M
Puts
$5.55M
Net Calls
+$9.39M
Net Calls Change
-$433K

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.28B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$785M
3
Ensign Peak Advisors
3
Ensign Peak Advisors
Utah
$30.4M
4
PCM
4
Prana Capital Management
Connecticut
$20.9M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$37M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$68.7M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$365M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$109M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
251
Janney Montgomery Scott
Pennsylvania
$1.25M 22,808 -827 -3%
MERSOM
252
Municipal Employees' Retirement System of Michigan
Michigan
$1.25M 22,800 +19,160 +526%
Cambridge Investment Research Advisors
253
Cambridge Investment Research Advisors
Iowa
$1.24M 22,489 -3,453 -13%
ERSOT
254
Employees Retirement System of Texas
Texas
$1.2M 21,725 – –
RT
255
Rockland Trust
Massachusetts
$1.19M 21,618 -899 -4%
NFG
256
Next Financial Group
Texas
$1.18M 21,405 -1,805 -8%
Stifel Financial
257
Stifel Financial
Missouri
$1.17M 21,362 -371 -2%
UCFA
258
United Capital Financial Advisors
Texas
$1.13M 20,500 +1,549 +8%
CEP
259
Chicago Equity Partners
Illinois
$1.13M 20,475 -7,555 -27%
UA
260
Unison Advisors
District of Columbia
$1.12M 20,315 +197 +1%
SDIC
261
South Dakota Investment Council
South Dakota
$1.11M 20,263 -5,570 -22%
DA
262
Duality Advisers
Florida
$1.11M 20,082 -72,588 -78%
Truist Financial
263
Truist Financial
North Carolina
$1.1M 20,063 +20,063 New
NMERB
264
New Mexico Educational Retirement Board
New Mexico
$1.1M 20,004 – –
SG Americas Securities
265
SG Americas Securities
New York
$1.09M 19,772 -11,871 -38%
MF
266
Magnetar Financial
Illinois
$1.09M 19,762 +19,762 New
CCP
267
Corient Capital Partners
California
$1.08M 19,642 -1,435 -7%
WAM
268
World Asset Management
Michigan
$1.03M 18,727 +262 +1%
PT
269
Plimoth Trust
Massachusetts
$1.03M 18,655 -190 -1%
CIP
270
Convergence Investment Partners
Florida
$1.02M 18,583 -934 -5%
SRAM
271
Stone Ridge Asset Management
New York
$1.01M 18,381 – –
AIC
272
Ameritas Investment Company
Nebraska
$1.01M 18,351 -1,027 -5%
TW
273
Transform Wealth
Colorado
$987K 17,950 -3,400 -16%
ACS
274
Archford Capital Strategies
Illinois
$982K 17,857 +382 +2%
IG
275
ING Group
Netherlands
$974K 17,713 +1,532 +9%
9 10
11
12 13