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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 %
HIC
301
Holderness Investments Company
North Carolina
$655K 10,361 – –
BAM
302
Blueshift Asset Management
New Jersey
$651K 10,305 +10,305 New
Mariner
303
Mariner
Kansas
$649K 10,266 +240 +2%
USAA
304
United Services Automobile Association
Texas
$645K 10,204 – –
BNP Paribas Asset Management
305
BNP Paribas Asset Management
France
$629K 9,949 -11,529 -54%
Truist Financial
306
Truist Financial
North Carolina
$626K 9,905 +315 +3%
AIM
307
Acropolis Investment Management
Missouri
$624K 9,868 +1,501 +18%
SPIA
308
Steward Partners Investment Advisory
New York
$621K 9,821 +1,159 +13%
AC
309
Allstate Corporation
Illinois
$603K 9,550 -1,079 -10%
FHB
310
First Hawaiian Bank
Hawaii
$597K 9,443 -305 -3%
O
311
Ossiam
France
$593K 9,548 +4,223 +79%
MCP
312
Martin Capital Partners
Oregon
$591K 9,349 +234 +3%
MYAM
313
Meiji Yasuda Asset Management
Japan
$588K 9,307 +1,350 +17%
GCA
314
Greenwood Capital Associates
South Carolina
$581K 9,187 +1,799 +24%
OWP
315
Obermeyer Wealth Partners
Colorado
$572K 9,046 -852 -9%
CT
316
Chicago Trust
Illinois
$569K 9,000 +9,000 New
KAS
317
Kestra Advisory Services
Texas
$564K 8,923 -3,275 -27%
IMRF
318
Illinois Municipal Retirement Fund
Illinois
$561K 8,880 – –
TI
319
Tidal Investments
Wisconsin
$559K 8,846 +1,026 +13%
WAM
320
World Asset Management
Michigan
$557K 8,819 -575 -6%
OC
321
Oppenheimer & Co
New York
$549K 8,691 +3,155 +57%
CAM
322
Carret Asset Management
New York
$537K 8,499 -1 -0%
GC
323
Gilbert & Cook
Iowa
$534K 8,458 +49 +0.6%
S
324
Seeyond
France
$525K 8,322 -540 -6%
BMSSC
325
B. Metzler seel. Sohn & Co
Germany
$524K 8,287 +842 +11%
11 12
13
14 15