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Principal Financial Group
PFG

Overview Fund Activity

617 hedge funds and large institutions have $12.5B invested in Principal Financial Group in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 205 increasing their positions, 221 reducing their positions, and 35 closing their positions.

Holders
617
Holders Change
+8
Holders Change %
+1.31%
% of All Funds
10.84%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
50
Increased
205
Reduced
221
Closed
35
Calls
$20.9M
Puts
$34.5M
Net Calls
-$13.6M
Net Calls Change
-$15M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$172M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$308M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$165M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$153M
5
Goldman Sachs
5
Goldman Sachs
New York
$141M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$15.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$132M
3
APG Asset Management
3
APG Asset Management
Netherlands
$2.19M
4
Millennium Management
4
Millennium Management
New York
$13.9M
5
Nomura Holdings
5
Nomura Holdings
Japan
$23.9M
Name Market Value Shares Shares
Change 		Shares
Change %
ORIO
26
Old Republic International (ORI)
Illinois
$72.4M 1,124,000 -92,000 -8%
Swiss National Bank
27
Swiss National Bank
Switzerland
$69.3M 1,075,716 -36,000 -3%
HSBC Holdings
28
HSBC Holdings
United Kingdom
$68.4M 1,061,015 -23,915 -2%
Morgan Stanley
29
Morgan Stanley
New York
$65.9M 1,022,638 +80,122 +9%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$61.8M 960,098 +110,022 +13%
Nuveen Asset Management
31
Nuveen Asset Management
Illinois
$58.9M 914,302 -124,803 -12%
CI
32
Cambiar Investors
Colorado
$55.3M 858,641 +12,471 +1%
Amundi
33
Amundi
France
$52.9M 820,899 +306,639 +60%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
34
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$49.9M 775,387 -104,630 -12%
Axa
35
Axa
France
$47M 729,278 +58,430 +9%
KBC Group
36
KBC Group
Belgium
$45.6M 708,243 -151,699 -18%
Deutsche Bank
37
Deutsche Bank
Germany
$44.8M 695,143 -27,856 -4%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$39.9M 620,218 -18,014 -3%
PCM
39
Prana Capital Management
Connecticut
$39.3M 610,918 -99,243 -14%
Ameriprise
40
Ameriprise
Minnesota
$36.3M 563,064 -4,874 -0.9%
Victory Capital Management
41
Victory Capital Management
Texas
$35.9M 557,888 +123,889 +29%
FWIA
42
Fort Washington Investment Advisors
Ohio
$35.2M 546,674 +401,452 +276%
WCM
43
Wedge Capital Management
North Carolina
$32.4M 503,134 -24,558 -5%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$31.4M 487,340 -10,554 -2%
National Pension Service
45
National Pension Service
South Korea
$31.3M 485,831 -22,510 -4%
First Trust Advisors
46
First Trust Advisors
Illinois
$31.2M 484,932 -92,061 -16%
NSAM
47
North Star Asset Management
Wisconsin
$29.2M 453,433 +17,109 +4%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$27.6M 428,991 -42,876 -9%
LSV Asset Management
49
LSV Asset Management
Illinois
$27.3M 423,529 +600 +0.1%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$26.5M 411,705 -24,582 -6%
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