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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 Market Value Shares Shares
Change 		Shares
Change %
TFS
451
TrustCore Financial Services
Tennessee
$31K 751 – –
EI
452
Ellevest Inc
New York
$31K 743 +640 +621%
WT
453
Washington Trust
Rhode Island
$30K 739 – –
RAM
454
Riggs Asset Management
Pennsylvania
$28K 693 – –
SWA
455
Sutton Wealth Advisors
Florida
$27.7K 668 +78 +13%
PFGIA
456
Patriot Financial Group Insurance Agency
Massachusetts
$26K 637 +9 +1%
WB
457
West Bancorporation
Iowa
$25K 595 – –
SV
458
Stilwell Value
New York
$23K 547 – –
CFA
459
Carroll Financial Associates
North Carolina
$23K 554 +254 +85%
TFO
460
Tarbox Family Office
California
$22K 527 +346 +191%
RWA
461
Ropes Wealth Advisors
Massachusetts
$21K 510 -210 -29%
CAC
462
Certified Advisory Corp
Florida
$21K 505 +2 +0.4%
FHA
463
First Horizon Advisors
Tennessee
$21K 523 +4 +0.8%
CI
464
CX Institutional
Indiana
$20K 484 -303 -39%
GAM
465
Gemmer Asset Management
California
$20K 493 – –
OCM
466
Ovata Capital Management
Hong Kong
$20K 480 +480 New
LWCFA
467
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19K 450 – –
AAP
468
Arax Advisory Partners
Colorado
$19K 450 +6 +1%
WEC
469
Winslow Evans & Crocker
Massachusetts
$18K 437 -1 -0.2%
WAS
470
Winch Advisory Services
Wisconsin
$18K 427 +98 +30%
MAM
471
Meeder Asset Management
Ohio
$18K 426 +154 +57%
MG
472
MilWealth Group
Wisconsin
$17K 410 – –
PFBT
473
Parkside Financial Bank & Trust
Missouri
$17K 400 -32 -7%
HWA
474
HHM Wealth Advisors
Tennessee
$17K 400 – –
LWM
475
Liberty Wealth Management
California
$17K 418 +1 +0.2%
17 18
19
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