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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
BSW
401
Buckingham Strategic Wealth
Missouri
$245K +$245K +3,885 New
9WM
402
9258 Wealth Management
Ohio
$244K – – –
MAM
403
MMA Asset Management
Pennsylvania
$242K – – –
Vontobel Holding
404
Vontobel Holding
Switzerland
$240K -$26.4K -419 -10%
PA
405
Profund Advisors
Maryland
$234K -$10.9K -172 -4%
Squarepoint
406
Squarepoint
New York
$232K -$7.84M -123,844 -97%
FM
407
Foster & Motley
Ohio
$231K -$75K -1,188 -24%
DAS
408
Dynamic Advisor Solutions
Arizona
$231K – – –
IHWM
409
Iron Horse Wealth Management
Iowa
$231K +$6.32K +100 +3%
William Blair & Company
410
William Blair & Company
Illinois
$224K +$224K +3,540 New
RFC
411
Regions Financial Corp
Alabama
$223K – – –
AIP
412
Ameritas Investment Partners
Nebraska
$222K – – –
KC
413
Kinloch Capital
Virginia
$220K – – –
EI
414
Ellevest Inc
New York
$218K +$13K +206 +6%
CAM
415
Cresset Asset Management
Illinois
$217K +$217K +3,438 New
JIC
416
Johnson Investment Counsel
Ohio
$215K – – –
CGL
417
Clarius Group LLC
Washington
$213K +$253 +4 +0.1%
EHWM
418
Eads & Heald Wealth Management
Georgia
$209K -$4.37K -69 -2%
CWA
419
Centennial Wealth Advisory
Michigan
$208K +$208K +3,293 New
BCA
420
Berman Capital Advisors
Georgia
$205K +$4.58K +73 +2%
EH
421
Equitable Holdings
New York
$205K +$205K +3,249 New
CA
422
Cetera Advisors
Colorado
$203K +$203K +3,206 New
SG Americas Securities
423
SG Americas Securities
New York
$202K -$682K -10,773 -77%
DMBA
424
Deseret Mutual Benefit Administrators
Utah
$196K +$196K +3,097 New
JGIA
425
Jackson Grant Investment Advisers
Connecticut
$194K – – –
15 16
17
18 19