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Principal Financial Group
PFG

Overview Fund Activity

615 hedge funds and large institutions have $9.66B invested in Principal Financial Group in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 181 increasing their positions, 213 reducing their positions, and 53 closing their positions.

Holders
615
Holders Change
+50
Holders Change %
+8.85%
% of All Funds
10.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
109
Increased
181
Reduced
213
Closed
53
Calls
$16.2M
Puts
$12.3M
Net Calls
+$3.86M
Net Calls Change
-$1.45M

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$215M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$790M
3
Nomura Holdings
3
Nomura Holdings
Japan
$32.7M
4
Retirement Systems of Alabama
4
Retirement Systems of Alabama
Alabama
$33.6M
5
KBC Group
5
KBC Group
Belgium
$225M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$9.61M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$240M
3
AL
3
AJO LP
Pennsylvania
$0
4
PP
4
Prudential plc
United Kingdom
$54.8M
5
BlackRock
5
BlackRock
New York
$1.1B
Name Market Value Shares Shares
Change 		Shares
Change %
Swiss National Bank
26
Swiss National Bank
Switzerland
$51.5M 1,037,114 -28,900 -3%
UBS AM
27
UBS AM
Illinois
$51.3M 1,034,369 -146,740 -12%
Bank of America
28
Bank of America
North Carolina
$50.8M 1,023,465 +181,592 +22%
HSBC Holdings
29
HSBC Holdings
United Kingdom
$46.9M 946,146 +135,859 +17%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$46.8M 943,661 -196,419 -17%
ORIO
31
Old Republic International (ORI)
Illinois
$42.5M 856,000 – –
Ameriprise
32
Ameriprise
Minnesota
$36.9M 742,850 -55,447 -7%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$34.4M 693,531 +37,290 +6%
Retirement Systems of Alabama
34
Retirement Systems of Alabama
Alabama
$33.6M 677,978 +575,079 +559%
Axa
35
Axa
France
$33.3M 671,889 -94,809 -12%
Nomura Holdings
36
Nomura Holdings
Japan
$32.7M 659,556 +641,820 +3,619%
DZ Bank
37
DZ Bank
Germany
$32M 655,455 +160,000 +32%
Deutsche Bank
38
Deutsche Bank
Germany
$31.5M 635,569 +46,045 +8%
Schroder Investment Management Group
39
Schroder Investment Management Group
United Kingdom
$26.1M 525,551 -207,384 -28%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$25.6M 516,701 -268 -0.1%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$25.6M 515,919 +4,538 +0.9%
National Pension Service
42
National Pension Service
South Korea
$25.3M 509,484 +24,803 +5%
ZP
43
Zimmer Partners
New York
$24.8M 500,000 -212,500 -30%
UBS Group
44
UBS Group
Switzerland
$24.3M 489,492 +182,479 +59%
LSV Asset Management
45
LSV Asset Management
Illinois
$24.2M 486,929 -40,100 -8%
First Trust Advisors
46
First Trust Advisors
Illinois
$24.1M 484,809 +99,457 +26%
WCM
47
Wedge Capital Management
North Carolina
$23.6M 476,229 +6,041 +1%
AllianceBernstein
48
AllianceBernstein
Tennessee
$22.8M 459,007 -75,374 -14%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$22.7M 458,512 -44,100 -9%
Canada Life
50
Canada Life
Manitoba, Canada
$22M 444,459 +214,478 +93%
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