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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
301
Thrivent Financial for Lutherans
Minnesota
$490K +$748 +18 +0.2%
UB
302
UMB Bank
Missouri
$469K -$29.7K -715 -6%
HF
303
HRT Financial
New York
$462K +$462K +11,140 New
KWM
304
Kingsview Wealth Management
Oregon
$456K +$72.2K +1,740 +19%
LSERS
305
Louisiana State Employees Retirement System
Louisiana
$453K -$4.16K -100 -0.9%
SBH
306
Segall Bryant & Hamill
Illinois
$448K -$579K -13,930 -56%
WAM
307
World Asset Management
Michigan
$447K -$128K -3,081 -22%
Massachusetts Financial Services
308
Massachusetts Financial Services
Massachusetts
$432K +$432K +10,399 New
ECM
309
Everence Capital Management
Indiana
$431K – – –
AC
310
Allstate Corporation
Illinois
$428K +$96.6K +2,325 +29%
SO
311
STRS Ohio
Ohio
$421K -$786K -18,952 -65%
IWA
312
IBEX Wealth Advisors
New Jersey
$421K -$15.5K -373 -4%
LS
313
Livforsakringsbolaget Skandia
Sweden
$421K – – –
NB
314
Norinchukin Bank
Japan
$415K -$14.8K -355 -3%
QI
315
Qtron Investments
Massachusetts
$409K +$409K +9,842 New
TCM
316
Twin Capital Management
Pennsylvania
$396K -$19.1K -460 -5%
EOJOAM
317
E. Ohman J:or Asset Management
Sweden
$395K – – –
B
318
Barings
North Carolina
$394K – – –
S
319
Seeyond
France
$390K -$35.3K -850 -8%
Daiwa Securities Group
320
Daiwa Securities Group
Japan
$385K – – –
EGM
321
Engineers Gate Manager
New York
$380K -$1.55M -37,254 -80%
Carson Wealth (CWM LLC)
322
Carson Wealth (CWM LLC)
Nebraska
$380K – – –
Teacher Retirement System of Texas
323
Teacher Retirement System of Texas
Texas
$379K +$379K +9,117 New
NIT
324
NumerixS Investment Technologies
British Columbia, Canada
$376K +$20.8K +500 +6%
NB
325
Nicolet Bankshares
Wisconsin
$365K -$1.04K -25 -0.3%
11 12
13
14 15