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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.

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 %
AII
376
AGF Investments Inc
Ontario, Canada
$235K +$235K +5,650 New
GC
377
Grimes & Company
Massachusetts
$235K +$235K +5,651 New
ARTA
378
A.R.T. Advisors
New York
$234K +$234K +5,635 New
GT
379
Greenleaf Trust
Michigan
$233K +$233K +5,617 New
VI
380
Vestcor Inc
New Brunswick, Canada
$228K -$1.5K -36 -0.7%
VI
381
Versor Investments
New York
$224K +$224K +5,400 New
PCMC
382
Paragon Capital Management (Colorado)
Colorado
$217K +$217K +5,228 New
V
383
Veritable
Delaware
$215K +$215K +5,178 New
RIM
384
Redpoint Investment Management
Australia
$212K +$212K +5,112 New
Fifth Third Bancorp
385
Fifth Third Bancorp
Ohio
$211K +$59.6K +1,436 +39%
PTC
386
Petrus Trust Company
Texas
$211K +$211K +5,086 New
JSL
387
JT Stratford LLC
Georgia
$208K +$208K +5,003 New
CBT
388
Capital Bank & Trust
California
$203K – – –
PAG
389
Private Advisor Group
New Jersey
$200K +$200K +4,805 New
LB
390
Legacy Bridge
Iowa
$190K – – –
AIP
391
Ameritas Investment Partners
Nebraska
$190K – – –
TFA
392
Transamerica Financial Advisors
Florida
$190K +$190K +4,551 New
SCA
393
Stonebridge Capital Advisors
Minnesota
$189K – – –
FMII
394
Farmers & Merchants Investments Inc
Nebraska
$176K +$416 +10 +0.2%
CFG
395
Citizens Financial Group
Rhode Island
$173K +$24.7K +595 +17%
IFAM
396
Institutional & Family Asset Management
Colorado
$153K – – –
Federated Hermes
397
Federated Hermes
Pennsylvania
$148K +$16.8K +408 +13%
CAN
398
Cetera Advisor Networks
California
$143K +$143K +3,432 New
OSNBOA
399
Old Second National Bank of Aurora
Illinois
$128K -$1.62M -38,840 -93%
CFB
400
Cullen/Frost Bankers
Texas
$127K -$1.36M -32,570 -91%
14 15
16
17 18