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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 Market Value Shares Shares
Change 		Shares
Change %
SDIC
251
South Dakota Investment Council
South Dakota
$841K 20,237 – –
II
252
IFM Investors
Australia
$836K 20,120 -9,197 -31%
AWM
253
Adams Wealth Management
Utah
$832K 20,025 +4,338 +28%
TCM
254
Teza Capital Management
Illinois
$811K 19,517 +19,517 New
MERSOM
255
Municipal Employees' Retirement System of Michigan
Michigan
$796K 19,160 -3,640 -16%
APF
256
Alaska Permanent Fund
Alaska
$778K 18,720 – –
Lazard Asset Management
257
Lazard Asset Management
New York
$764K 18,412 +9,291 +102%
PT
258
Plimoth Trust
Massachusetts
$761K 18,305 +640 +4%
BMC
259
Benin Management Corp
Connecticut
$760K 18,300 -700 -4%
EWM
260
Empirical Wealth Management
Washington
$759K 18,269 +6,545 +56%
ACS
261
Archford Capital Strategies
Illinois
$752K 18,113 +37 +0.2%
LWS
262
Lucia Wealth Services
California
$750K 18,058 -563 -3%
Bessemer Group
263
Bessemer Group
New Jersey
$745K 17,939 -96 -0.5%
Bank of Nova Scotia
264
Bank of Nova Scotia
Ontario, Canada
$743K 17,878 -8,254 -32%
BC
265
Burney Company
Virginia
$727K 17,491 +8,380 +92%
NMERB
266
New Mexico Educational Retirement Board
New Mexico
$721K 17,354 +1,100 +7%
TRCT
267
Tower Research Capital (TRC)
New York
$715K 17,214 +17,214 New
TC
268
Trilogy Capital
California
$700K 15,952 -2,250 -12%
Creative Planning
269
Creative Planning
Kansas
$692K 16,661 +535 +3%
CIP
270
Convergence Investment Partners
Florida
$687K 16,532 -571 -3%
ESCM
271
Echo Street Capital Management
New York
$679K 16,349 +16,349 New
Tudor Investment Corp
272
Tudor Investment Corp
Connecticut
$663K 15,970 -29,374 -65%
PAM
273
Premier Asset Management
Illinois
$656K 15,785 – –
WI
274
WBI Investments
New Jersey
$646K 15,563 +7,504 +93%
AB
275
Amalgamated Bank
New York
$645K 15,526 -24,345 -61%
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