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Principal Financial Group
PFG

Overview Fund Activity

610 hedge funds and large institutions have $11.1B invested in Principal Financial Group in 2019 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 196 increasing their positions, 227 reducing their positions, and 68 closing their positions.

Holders
610
Holders Change
-3
Holders Change %
-0.49%
% of All Funds
12.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
77
Increased
196
Reduced
227
Closed
68
Calls
$14.9M
Puts
$5.55M
Net Calls
+$9.39M
Net Calls Change
-$433K

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.28B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$785M
3
Ensign Peak Advisors
3
Ensign Peak Advisors
Utah
$30.4M
4
PCM
4
Prana Capital Management
Connecticut
$20.9M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$37M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$68.7M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$365M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$109M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
51
UBS Group
Switzerland
$26.2M 476,502 +152,999 +47%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$26M 472,342 +15,047 +3%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$25M 454,132 -15,783 -3%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$24.5M 446,121 -90,570 -17%
Axa
55
Axa
France
$24.4M 443,312 -191,400 -30%
Victory Capital Management
56
Victory Capital Management
Texas
$24.2M 440,215 +27,357 +7%
National Pension Service
57
National Pension Service
South Korea
$23.8M 433,481 +24,493 +6%
New York State Teachers Retirement System (NYSTRS)
58
New York State Teachers Retirement System (NYSTRS)
New York
$22.3M 404,855 -10,664 -3%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$21.8M 394,240 +60,183 +18%
PCM
60
Prana Capital Management
Connecticut
$20.9M 380,679 +380,679 New
ACM
61
Argent Capital Management
Missouri
$20.6M 374,467 +2,305 +0.6%
NSAM
62
North Star Asset Management
Wisconsin
$19.8M 360,302 +7,283 +2%
Mackenzie Financial
63
Mackenzie Financial
Ontario, Canada
$19.4M 352,840 -30,356 -8%
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$19M 345,417 -3,550 -1%
A
65
AustralianSuper
Australia
$18.5M 335,568 -92,384 -22%
Two Sigma Advisers
66
Two Sigma Advisers
New York
$18.1M 329,677 -318,694 -49%
Nordea Investment Management
67
Nordea Investment Management
Sweden
$17.5M 317,363 -10,102 -3%
Wells Fargo
68
Wells Fargo
California
$17.4M 315,553 +42,775 +16%
Mitsubishi UFJ Trust & Banking
69
Mitsubishi UFJ Trust & Banking
Japan
$15.7M 285,345 -6,295 -2%
Zurich Cantonal Bank
70
Zurich Cantonal Bank
Switzerland
$15.1M 275,029 +4,792 +2%
Citigroup
71
Citigroup
New York
$14.2M 258,628 -104,820 -29%
MSV
72
MN Services Vermogensbeheer
Netherlands
$13.8M 251,380 +8,600 +4%
AG
73
Aperio Group
California
$13.8M 250,709 -6,590 -3%
BGIM
74
Brandywine Global Investment Management
Pennsylvania
$13.8M 246,818 +19,819 +9%
Korea Investment Corp
75
Korea Investment Corp
South Korea
$13.7M 249,700 +60,100 +32%
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