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Principal Financial Group
PFG

Overview Fund Activity

595 hedge funds and large institutions have $10.7B invested in Principal Financial Group in 2018 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 206 increasing their positions, 213 reducing their positions, and 66 closing their positions.

Holders
595
Holders Change
-15
Holders Change %
-2.46%
% of All Funds
13.64%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
57
Increased
206
Reduced
213
Closed
66
Calls
$56.5M
Puts
$10.2M
Net Calls
+$46.3M
Net Calls Change
-$3.96M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$519M
2
Ameriprise
2
Ameriprise
Minnesota
$68.6M
3
AA
3
ALPS Advisors
Colorado
$44.9M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$68M
5
BCM
5
Bridgeway Capital Management
Texas
$34.5M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$303M
2
JIM
2
Jupiter Investment Management
United Kingdom
$771K
3
GC
3
Guggenheim Capital
Illinois
$11M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$486M
5
MWNA
5
Marshall Wace North America
New York
$1.42M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$59.4M 1,121,678 -168,426 -13%
UBS AM
27
UBS AM
Illinois
$56.3M 1,062,947 -83,275 -7%
Janus Henderson Group
28
Janus Henderson Group
United Kingdom
$53.9M 1,018,403 -364,433 -26%
CS
29
Credit Suisse
Switzerland
$53.4M 1,008,621 +95,281 +10%
Swiss National Bank
30
Swiss National Bank
Switzerland
$50.6M 955,363 +29,000 +3%
TA
31
Teachers Advisors
New York
$48.1M 909,142 -17,017 -2%
PPA
32
Parametric Portfolio Associates
Washington
$47.5M 897,902 -13,822 -2%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$47.5M 897,165 +74,415 +9%
AA
34
ALPS Advisors
Colorado
$44.9M 847,191 +828,692 +4,480%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$41.4M 781,730 +81,373 +12%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$40.7M 769,465 +186,661 +32%
Two Sigma Investments
37
Two Sigma Investments
New York
$40.5M 765,646 +405,783 +113%
Nordea Investment Management
38
Nordea Investment Management
Sweden
$38.7M 731,263 +9,934 +1%
CI
39
Conning Inc
Connecticut
$38M 717,860 +211,161 +42%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$37.7M 711,400 -17,300 -2%
Prudential Financial
41
Prudential Financial
New Jersey
$37.1M 700,589 +18,903 +3%
First Trust Advisors
42
First Trust Advisors
Illinois
$37M 698,464 +42,884 +7%
BCM
43
Bridgeway Capital Management
Texas
$34.5M 651,200 +651,200 New
Mitsubishi UFJ Trust & Banking
44
Mitsubishi UFJ Trust & Banking
Japan
$32.9M 621,004 +23,589 +4%
TCIM
45
TIAA CREF Investment Management
New York
$32.1M 606,778 +44,427 +8%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$29.4M 555,654 -4,705 -0.8%
WCM
47
Wedge Capital Management
North Carolina
$28.4M 535,526 -2,920 -0.5%
AAMU
48
Amundi Asset Management US
Massachusetts
$26.5M 500,717 +18,790 +4%
Wells Fargo
49
Wells Fargo
California
$26.4M 499,097 -119,105 -19%
New York State Teachers Retirement System (NYSTRS)
50
New York State Teachers Retirement System (NYSTRS)
New York
$26.1M 493,732 -9,210 -2%
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