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Principal Financial Group
PFG

Overview Fund Activity

609 hedge funds and large institutions have $12.2B invested in Principal Financial Group in 2021 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 234 increasing their positions, 189 reducing their positions, and 75 closing their positions.

Holders
609
Holders Change
-32
Holders Change %
-4.99%
% of All Funds
10.63%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
46
Increased
234
Reduced
189
Closed
75
Calls
$28M
Puts
$26.6M
Net Calls
+$1.38M
Net Calls Change
-$2.48M

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$362M
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$112M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$55.6M
4
Wells Fargo
4
Wells Fargo
California
$64.6M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$87.6M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$25M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$122M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$246M
4
Retirement Systems of Alabama
4
Retirement Systems of Alabama
Alabama
$5.85M
5
MPI
5
Mairs & Power Inc
Minnesota
$113M
Name Market Value Shares Shares
Change 		Shares
Change %
HSBC Holdings
26
HSBC Holdings
United Kingdom
$68.5M 1,084,930 +154,968 +17%
UBS AM
27
UBS AM
Illinois
$68.2M 1,080,063 -40,881 -4%
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$65.7M 1,039,105 +46,034 +5%
Wells Fargo
29
Wells Fargo
California
$64.6M 1,021,994 +707,650 +225%
Morgan Stanley
30
Morgan Stanley
New York
$59.6M 942,516 -30,650 -3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
31
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$55.6M 880,017 +816,017 +1,275%
KBC Group
32
KBC Group
Belgium
$54.3M 859,942 +20,246 +2%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$53.7M 850,076 -54,528 -6%
CI
34
Cambiar Investors
Colorado
$53.5M 846,170 +96,172 +13%
Barclays
35
Barclays
United Kingdom
$51.3M 812,606 +17,263 +2%
Nomura Holdings
36
Nomura Holdings
Japan
$48.4M 765,235 +401,904 +111%
Deutsche Bank
37
Deutsche Bank
Germany
$45.7M 722,999 +46,323 +7%
PCM
38
Prana Capital Management
Connecticut
$44.9M 710,161 +76,618 +12%
Axa
39
Axa
France
$42.4M 670,848 +21,959 +3%
Millennium Management
40
Millennium Management
New York
$40.9M 646,819 +503,424 +351%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$40.3M 638,232 -22,098 -3%
First Trust Advisors
42
First Trust Advisors
Illinois
$36.5M 576,993 +60,313 +12%
Ameriprise
43
Ameriprise
Minnesota
$35.9M 567,938 -31,264 -5%
APG Asset Management
44
APG Asset Management
Netherlands
$34.2M 641,564 -7,900 -1%
WCM
45
Wedge Capital Management
North Carolina
$33.3M 527,692 +22,392 +4%
Amundi
46
Amundi
France
$32.5M 514,260 +514,260 New
National Pension Service
47
National Pension Service
South Korea
$32.1M 508,341 +7,589 +2%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$31.5M 497,894 -28,376 -5%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$29.8M 471,867 -21,805 -4%
DZ Bank
50
DZ Bank
Germany
$28.4M 449,455 -229,738 -34%
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