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Principal Financial Group
PFG

Overview Fund Activity

657 hedge funds and large institutions have $14.2B invested in Principal Financial Group in 2021 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 202 increasing their positions, 213 reducing their positions, and 61 closing their positions.

Holders
657
Holders Change
+40
Holders Change %
+6.48%
% of All Funds
10.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
109
Increased
202
Reduced
213
Closed
61
Calls
$26.4M
Puts
$28.1M
Net Calls
-$1.61M
Net Calls Change
+$12M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$802M
2
Ameriprise
2
Ameriprise
Minnesota
$121M
3
Goldman Sachs
3
Goldman Sachs
New York
$221M
4
BlackRock
4
BlackRock
New York
$1.63B
5
Capstone Investment Advisors
5
Capstone Investment Advisors
New York
$28.9M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$40.6M
2
CS
2
Credit Suisse
Switzerland
$315M
3
Barclays
3
Barclays
United Kingdom
$126M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$293M
5
PCM
5
Prana Capital Management
Connecticut
$4.97M
Name Market Value Shares Shares
Change 		Shares
Change %
ORIO
26
Old Republic International (ORI)
Illinois
$81.3M 1,124,000 – –
Swiss National Bank
27
Swiss National Bank
Switzerland
$73.8M 1,020,116 -55,600 -5%
Morgan Stanley
28
Morgan Stanley
New York
$70.3M 971,498 -51,140 -5%
HSBC Holdings
29
HSBC Holdings
United Kingdom
$67.8M 938,955 -122,060 -12%
Amundi
30
Amundi
France
$65.9M 861,075 +40,176 +5%
Nuveen Asset Management
31
Nuveen Asset Management
Illinois
$62M 857,827 -56,475 -6%
CI
32
Cambiar Investors
Colorado
$60.9M 841,651 -16,990 -2%
Victory Capital Management
33
Victory Capital Management
Texas
$55.9M 773,416 +215,528 +39%
Deutsche Bank
34
Deutsche Bank
Germany
$55.1M 762,048 +66,905 +10%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$54.8M 758,216 -201,882 -21%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
36
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$54.5M 753,387 -22,000 -3%
Axa
37
Axa
France
$52M 718,806 -10,472 -1%
KBC Group
38
KBC Group
Belgium
$49.3M 681,278 -26,965 -4%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$42.7M 590,375 -29,843 -5%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$40.6M 560,687 -1,947,250 -78%
FWIA
41
Fort Washington Investment Advisors
Ohio
$39.5M 546,674 – –
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$35.5M 490,445 +3,105 +0.6%
WCM
43
Wedge Capital Management
North Carolina
$35.1M 485,347 -17,787 -4%
National Pension Service
44
National Pension Service
South Korea
$34.5M 477,294 -8,537 -2%
NSAM
45
North Star Asset Management
Wisconsin
$32.8M 452,952 -481 -0.1%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$31.3M 432,741 +3,750 +0.9%
Capstone Investment Advisors
47
Capstone Investment Advisors
New York
$28.9M 400,000 +399,117 +45,200%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$27.7M 382,328 -29,377 -7%
LSV Asset Management
49
LSV Asset Management
Illinois
$27.5M 379,829 -43,700 -10%
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$26.4M 365,456 -23,571 -6%
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