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Principal Financial Group
PFG

Overview Fund Activity

610 hedge funds and large institutions have $11.1B invested in Principal Financial Group in 2019 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 196 increasing their positions, 227 reducing their positions, and 68 closing their positions.

Holders
610
Holders Change
-3
Holders Change %
-0.49%
% of All Funds
12.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
77
Increased
196
Reduced
227
Closed
68
Calls
$14.9M
Puts
$5.55M
Net Calls
+$9.39M
Net Calls Change
-$433K

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.28B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$785M
3
Ensign Peak Advisors
3
Ensign Peak Advisors
Utah
$30.4M
4
PCM
4
Prana Capital Management
Connecticut
$20.9M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$37M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$68.7M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$365M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$109M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PPA
26
Parametric Portfolio Associates
Washington
$63.2M 1,148,516 +42,599 +4%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$61M 1,108,245 +138,648 +14%
First Trust Advisors
28
First Trust Advisors
Illinois
$56.5M 1,027,954 +225,502 +28%
Morgan Stanley
29
Morgan Stanley
New York
$48.4M 880,740 +300,744 +52%
Swiss National Bank
30
Swiss National Bank
Switzerland
$48.3M 879,114 -40,600 -4%
CI
31
Conning Inc
Connecticut
$45.5M 826,608 +55,257 +7%
Acadian Asset Management
32
Acadian Asset Management
Massachusetts
$43M 781,264 +116,698 +18%
Deutsche Bank
33
Deutsche Bank
Germany
$42M 763,188 +150,771 +25%
BCM
34
Bridgeway Capital Management
Texas
$39.7M 721,550 -241,300 -25%
CI
35
Cambiar Investors
Colorado
$38.7M 704,430 -32,573 -4%
Allianz Asset Management
36
Allianz Asset Management
Germany
$37M 672,542 +323,337 +93%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$36.9M 671,625 -31,565 -4%
ORIO
38
Old Republic International (ORI)
Illinois
$36.6M 665,000 +284,000 +75%
AA
39
ALPS Advisors
Colorado
$36M 655,381 +39,941 +6%
Prudential Financial
40
Prudential Financial
New Jersey
$35.7M 649,267 -26,695 -4%
Barclays
41
Barclays
United Kingdom
$35M 637,028 +267,787 +73%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$33.9M 616,700 -15,100 -2%
LSV Asset Management
43
LSV Asset Management
Illinois
$33.6M 610,795 -24,205 -4%
Janus Henderson Group
44
Janus Henderson Group
United Kingdom
$31.4M 571,653 -61,532 -10%
Ensign Peak Advisors
45
Ensign Peak Advisors
Utah
$30.4M 553,047 +553,047 New
WCM
46
Wedge Capital Management
North Carolina
$30.1M 547,807 +29,656 +6%
CS
47
Credit Suisse
Switzerland
$29.2M 530,577 -32,912 -6%
AllianceBernstein
48
AllianceBernstein
Tennessee
$28.4M 515,743 -39,998 -7%
JIM
49
Jupiter Investment Management
United Kingdom
$27.2M 493,792 +10,109 +2%
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$26.3M 477,274 +1,108 +0.2%
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