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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
11.64%
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 %
Swiss National Bank
26
Swiss National Bank
Switzerland
$45.1M 1,086,314 +8,500 +0.8%
Ameriprise
27
Ameriprise
Minnesota
$42.4M 1,020,056 +11,432 +1%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$41.4M 1,039,787 -53,997 -5%
Arrowstreet Capital
29
Arrowstreet Capital
Massachusetts
$41.3M 993,583 +800,483 +415%
Bank of America
30
Bank of America
North Carolina
$36.9M 889,197 +156,236 +21%
ORIO
31
Old Republic International (ORI)
Illinois
$35.6M 856,000 – –
Schroder Investment Management Group
32
Schroder Investment Management Group
United Kingdom
$34.8M 838,028 -291,731 -26%
Axa
33
Axa
France
$31.4M 756,098 +636,322 +531%
Prudential Financial
34
Prudential Financial
New Jersey
$30.7M 739,995 +151,111 +26%
HSBC Holdings
35
HSBC Holdings
United Kingdom
$30.6M 736,009 +318,619 +76%
Balyasny Asset Management
36
Balyasny Asset Management
Illinois
$29.9M 719,306 +426,936 +146%
Acadian Asset Management
37
Acadian Asset Management
Massachusetts
$29.7M 715,923 -80,836 -10%
BCM
38
Bridgeway Capital Management
Texas
$27.3M 657,350 -69,000 -9%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$26.2M 631,225 +2,883 +0.5%
Ensign Peak Advisors
40
Ensign Peak Advisors
Utah
$25.1M 604,941 -46,800 -7%
WCM
41
Wedge Capital Management
North Carolina
$24.2M 582,695 -24,893 -4%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$24M 576,712 -41,288 -7%
Deutsche Bank
43
Deutsche Bank
Germany
$22.8M 549,469 -259,700 -32%
CS
44
Credit Suisse
Switzerland
$22.6M 544,602 -46,283 -8%
LSV Asset Management
45
LSV Asset Management
Illinois
$22.5M 541,600 -41,895 -7%
PCM
46
Prana Capital Management
Connecticut
$21.8M 525,406 -28,587 -5%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$21.1M 507,735 +27,073 +6%
AllianceBernstein
48
AllianceBernstein
Tennessee
$21M 506,409 +3,948 +0.8%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$20.8M 499,559 -16,128 -3%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$20.7M 497,261 -939,062 -65%
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