PFG icon

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 %
Nordea Investment Management
276
Nordea Investment Management
Sweden
$894K 14,141 -126 -0.9%
Neuberger Berman Group
277
Neuberger Berman Group
New York
$886K 15,317 -169 -1%
ST
278
Sageworth Trust
Pennsylvania
$879K 13,904 – –
M&T Bank
279
M&T Bank
New York
$821K 12,981 +15 +0.1%
CAGAS
280
Capital Advisory Group Advisory Services
Minnesota
$814K 12,882 +1,933 +18%
LS
281
Livforsakringsbolaget Skandia
Sweden
$805K 12,741 +2,600 +26%
NA
282
NewEdge Advisors
Louisiana
$780K 12,347 +4,399 +55%
EOJOAM
283
E. Ohman J:or Asset Management
Sweden
$777K 12,300 -3,200 -21%
AP
284
Advisor Partners
California
$767K 12,138 -20 -0.2%
Franklin Resources
285
Franklin Resources
California
$754K 11,939 -413 -3%
N
286
Natixis
France
$751K 11,889 -122,577 -91%
QI
287
Qtron Investments
Massachusetts
$745K 11,795 +7,208 +157%
SCM
288
Shelton Capital Management
Colorado
$744K 11,776 – –
Northwestern Mutual Wealth Management
289
Northwestern Mutual Wealth Management
Wisconsin
$738K 11,689 -4,920 -30%
NMIMC
290
Northwestern Mutual Investment Management Company
Wisconsin
$726K 11,487 -7 -0.1%
TI
291
Trexquant Investment
Connecticut
$721K 11,412 +11,412 New
ECM
292
Everence Capital Management
Indiana
$706K 11,170 – –
MP
293
McDonald Partners
Ohio
$703K 11,126 – –
Thrivent Financial for Lutherans
294
Thrivent Financial for Lutherans
Minnesota
$701K 11,091 +36 +0.3%
VPIM
295
Vanguard Personalized Indexing Management
California
$701K 11,087 +6,308 +132%
CG
296
Colony Group
Massachusetts
$690K 10,919 -749 -6%
CAN
297
Cetera Advisor Networks
California
$687K 10,873 +3,841 +55%
AFP
298
Ausdal Financial Partners
Iowa
$679K 10,740 +2 +0%
HighTower Advisors
299
HighTower Advisors
Illinois
$661K 10,492 +319 +3%
LMAM
300
Legg Mason Asset Management
Japan
$657K 10,401 -2,023 -16%
10 11
12
13 14