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Principal Financial Group
PFG

Overview Fund Activity

617 hedge funds and large institutions have $12.5B invested in Principal Financial Group in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 205 increasing their positions, 221 reducing their positions, and 35 closing their positions.

Holders
617
Holders Change
+8
Holders Change %
+1.31%
% of All Funds
10.84%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
50
Increased
205
Reduced
221
Closed
35
Calls
$20.9M
Puts
$34.5M
Net Calls
-$13.6M
Net Calls Change
-$15M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$172M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$308M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$165M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$153M
5
Goldman Sachs
5
Goldman Sachs
New York
$141M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$15.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$132M
3
APG Asset Management
3
APG Asset Management
Netherlands
$2.19M
4
Millennium Management
4
Millennium Management
New York
$13.9M
5
Nomura Holdings
5
Nomura Holdings
Japan
$23.9M
Name Market Value Shares Shares
Change 		Shares
Change %
LMAM
301
Legg Mason Asset Management
Japan
$708K 11,001 +600 +6%
Mariner
302
Mariner
Kansas
$707K 10,977 +711 +7%
CAN
303
Cetera Advisor Networks
California
$693K 10,766 -107 -1%
AIM
304
Acropolis Investment Management
Missouri
$688K 10,714 +846 +9%
HIC
305
Holderness Investments Company
North Carolina
$676K 10,496 +135 +1%
AFP
306
Ausdal Financial Partners
Iowa
$671K 10,423 -317 -3%
GCA
307
Greenwood Capital Associates
South Carolina
$663K 10,302 +1,115 +12%
USAA
308
United Services Automobile Association
Texas
$657K 10,204 – –
SPIA
309
Steward Partners Investment Advisory
New York
$653K 10,132 +311 +3%
B
310
Barings
North Carolina
$650K 10,086 +3,752 +59%
CG
311
Colony Group
Massachusetts
$641K 9,946 -973 -9%
BNP Paribas Asset Management
312
BNP Paribas Asset Management
France
$630K 9,777 -172 -2%
Neuberger Berman Group
313
Neuberger Berman Group
New York
$627K 12,256 -3,061 -20%
MCP
314
Martin Capital Partners
Oregon
$609K 9,453 +104 +1%
FHB
315
First Hawaiian Bank
Hawaii
$608K 9,443 – –
CT
316
Chicago Trust
Illinois
$596K 9,250 +250 +3%
OWP
317
Obermeyer Wealth Partners
Colorado
$583K 9,046 – –
IMRF
318
Illinois Municipal Retirement Fund
Illinois
$572K 8,880 – –
IAA
319
Independent Advisor Alliance
North Carolina
$560K 8,702 +459 +6%
FM
320
Foster & Motley
Ohio
$547K 8,491 +4,830 +132%
CAM
321
Carret Asset Management
New York
$544K 8,449 -50 -0.6%
NB
322
Norinchukin Bank
Japan
$543K 8,430 +721 +9%
Assenagon Asset Management
323
Assenagon Asset Management
Luxembourg
$537K 8,338 -54,477 -87%
AC
324
Allstate Corporation
Illinois
$537K 8,335 -1,215 -13%
VVP
325
Venture Visionary Partners
Ohio
$536K 8,337 +1,202 +17%
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