We are live on ! Find out more
PFG icon

Principal Financial Group

569 hedge funds and large institutions have $8.1B invested in Principal Financial Group in 2020 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 190 increasing their positions, 188 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

33% more capital invested

Capital invested by funds: $6.09B → $8.1B (+$2.01B)

13% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 68

1% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 188

1% more funds holding

Funds holding: 564569 (+5)

0.55% more ownership

Funds ownership: 70.7%71.25% (+0.55%)

0% less call options, than puts

Call options by funds: $15.6M | Put options by funds: $15.7M

Holders
569
Holders Change
+5
Holders Change %
+0.89%
% of All Funds
11.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
77
Increased
190
Reduced
188
Closed
68
Calls
$15.6M
Puts
$15.7M
Net Calls
-$58K
Net Calls Change
-$4.62M
Name Holding Trade Value Shares
Change
Change in
Stake
National Pension Service
51
National Pension Service
South Korea
$20.1M +$1.87M +51,200 +12%
AA
52
ALPS Advisors
Colorado
$19.4M -$5.75M -157,483 -25%
Allianz Asset Management
53
Allianz Asset Management
Germany
$19.2M +$2.04M +55,882 +14%
First Trust Advisors
54
First Trust Advisors
Illinois
$18.2M -$15.1M -413,645 -49%
VLKIM
55
Van Lanschot Kempen Investment Management
Netherlands
$17.8M +$15.6M +428,960 New
Victory Capital Management
56
Victory Capital Management
Texas
$17.6M -$11.8M -323,947 -43%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$17.4M -$718K -19,680 -4%
New York State Teachers Retirement System (NYSTRS)
58
New York State Teachers Retirement System (NYSTRS)
New York
$16.8M +$291K +7,980 +2%
NSAM
59
North Star Asset Management
Wisconsin
$16.3M +$379K +10,389 +3%
Citadel Advisors
60
Citadel Advisors
Florida
$15.6M +$9.69M +265,499 +243%
Principal Financial Group
61
Principal Financial Group
Iowa
$14.9M +$323K +8,860 +3%
State Board of Administration of Florida Retirement System
62
State Board of Administration of Florida Retirement System
Florida
$14.5M +$26.3K +720 +0.2%
ACM
63
Argent Capital Management
Missouri
$14.4M -$650K -17,828 -5%
APG Asset Management
64
APG Asset Management
Netherlands
$13.8M +$700K +19,200 +5%
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.4M +$1.11M +30,509 +11%
CM
66
Capital Management
Virginia
$12.4M +$1.35M +36,955 +14%
Nordea Investment Management
67
Nordea Investment Management
Sweden
$12.1M -$1.58M -43,241 -13%
AAMU
68
Amundi Asset Management US
Massachusetts
$11.6M +$5.28M +144,678 +107%
Wells Fargo
69
Wells Fargo
California
$11.4M +$3.57M +97,901 +55%
Mitsubishi UFJ Trust & Banking
70
Mitsubishi UFJ Trust & Banking
Japan
$11.3M -$790K -21,658 -7%
D.E. Shaw & Co
71
D.E. Shaw & Co
New York
$11.3M -$7.31M -200,334 -43%
GT
72
Glenmede Trust
Pennsylvania
$11.2M +$1.11M +30,478 +13%
Impax Asset Management Group
73
Impax Asset Management Group
United Kingdom
$11.1M -$200K -5,494 -2%
Mackenzie Financial
74
Mackenzie Financial
Ontario, Canada
$10.8M -$6.31M -173,043 -40%
Two Sigma Advisers
75
Two Sigma Advisers
New York
$10.2M +$536K +14,700 +6%

PFG Hedge Fund Activity: Q2 2020 in Review

569 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q2 2020, worth a combined $8.1B — up 33% from $6.09B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new PFG positions and 68 closed out — a net gain of 9 holders — while 190 added to existing stakes and 188 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $48.7M. The largest seller was Capital Research Global Investors, cutting an estimated $59.3M.

  • 569 institutional investors held Principal Financial Group (PFG) as of Q2 2020, up from 564 in Q1 2020.
  • Funds reported $8.1B of Principal Financial Group stock for Q2 2020, up 33% quarter-over-quarter.
  • 77 funds opened new Principal Financial Group positions in Q2 2020 and 68 closed out, a net change of +9 holders.
  • The largest Principal Financial Group buyer in Q2 2020 was T. Rowe Price Associates, an estimated $48.7M added.
  • The largest Principal Financial Group seller in Q2 2020 was Capital Research Global Investors, an estimated $59.3M sold.

Based on aggregated 13F filings for Q2 2020.