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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 %
SDIC
251
South Dakota Investment Council
South Dakota
$1.09M 17,287 -2,950 -15%
CCM
252
Community Capital Management
Florida
$1.07M 17,000 +7,000 +70%
EI
253
Ethic Inc
New York
$1.07M 16,985 +4,802 +39%
NMERB
254
New Mexico Educational Retirement Board
New Mexico
$1.07M 16,954 +600 +4%
SAM
255
Sompo Asset Management
Japan
$1.03M 16,300 -13,530 -45%
AWM
256
Adams Wealth Management
Utah
$1.02M 16,185 -698 -4%
Pacer Advisors
257
Pacer Advisors
Pennsylvania
$1.02M 16,109 +732 +5%
Janney Montgomery Scott
258
Janney Montgomery Scott
Pennsylvania
$1M 15,837 +74 +0.5%
LSERS
259
Louisiana State Employees Retirement System
Louisiana
$998K 15,800 +100 +0.6%
BA
260
Bellwether Advisors
Nebraska
$995K 15,747 +15,747 New
TC
261
Trilogy Capital
California
$994K 15,911 +725 +5%
ZIG
262
Zurich Insurance Group
Switzerland
$992K 15,700 +15,700 New
PA
263
PSI Advisors
Florida
$981K 15,527 -2,000 -11%
PAM
264
Panagora Asset Management
Massachusetts
$981K 15,519 -701 -4%
V
265
Veritable
Delaware
$977K 15,469 +8,655 +127%
Creative Planning
266
Creative Planning
Kansas
$974K 15,407 -1,121 -7%
BFEC
267
Benjamin F. Edwards & Company
Missouri
$971K 15,365 +222 +1%
FG
268
Foster Group
Iowa
$969K 15,331 +4,581 +43%
Jane Street
269
Jane Street
New York
$951K 15,047 -28,425 -65%
PT
270
Plimoth Trust
Massachusetts
$949K 15,023 -720 -5%
KRS
271
Kentucky Retirement Systems
Kentucky
$931K 14,731 -902 -6%
Daiwa Securities Group
272
Daiwa Securities Group
Japan
$922K 14,589 +647 +5%
SEC
273
Seven Eight Capital
New York
$917K 14,510 +5,834 +67%
X
274
Xponance
Pennsylvania
$908K 14,374 -62,178 -81%
CAPTRUST Financial Advisors
275
CAPTRUST Financial Advisors
North Carolina
$908K 14,367 +532 +4%
9 10
11
12 13