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Principal Financial Group
PFG

Overview Fund Activity

565 hedge funds and large institutions have $7.8B invested in Principal Financial Group in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 186 increasing their positions, 199 reducing their positions, and 56 closing their positions.

Holders
565
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
11.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
60
Increased
186
Reduced
199
Closed
56
Calls
$17.5M
Puts
$12.1M
Net Calls
+$5.31M
Net Calls Change
+$5.37M

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$107M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$115M
3
ZP
3
Zimmer Partners
New York
$28.7M
4
KBC Group
4
KBC Group
Belgium
$29.9M
5
DZ Bank
5
DZ Bank
Germany
$20M

Top Sellers

1
Invesco
1
Invesco
Georgia
$100M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.19B
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$8.53M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$267M
Name Market Value Shares Shares
Change 		Shares
Change %
AA
51
ALPS Advisors
Colorado
$18M 445,913 -21,606 -5%
APG Asset Management
52
APG Asset Management
Netherlands
$18M 522,768 +150,717 +41%
BCM
53
Bridgeway Capital Management
Texas
$17.8M 440,950 -216,400 -33%
VLKIM
54
Van Lanschot Kempen Investment Management
Netherlands
$16.6M 412,634 -16,326 -4%
NSAM
55
North Star Asset Management
Wisconsin
$16.4M 407,954 +14,732 +4%
Prudential Financial
56
Prudential Financial
New Jersey
$16.3M 405,937 -334,058 -45%
New York State Teachers Retirement System (NYSTRS)
57
New York State Teachers Retirement System (NYSTRS)
New York
$16.1M 398,773 -5,062 -1%
First Trust Advisors
58
First Trust Advisors
Illinois
$15.5M 385,352 -52,821 -12%
Ensign Peak Advisors
59
Ensign Peak Advisors
Utah
$15.1M 374,131 -230,810 -38%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$14.6M 362,977 -56,461 -13%
Victory Capital Management
61
Victory Capital Management
Texas
$14.5M 360,227 -64,392 -15%
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$14.2M 355,549 -141,712 -28%
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$14.1M 349,731 +702 +0.2%
AAMU
64
Amundi Asset Management US
Massachusetts
$14M 348,705 +69,333 +25%
Barclays
65
Barclays
United Kingdom
$14M 347,848 +106,340 +44%
ACM
66
Argent Capital Management
Missouri
$13.7M 340,502 -5,747 -2%
Principal Financial Group
67
Principal Financial Group
Iowa
$13.7M 340,444 -17,777 -5%
Citigroup
68
Citigroup
New York
$13.6M 337,303 +126,931 +60%
CM
69
Capital Management
Virginia
$12.5M 311,287 +12,872 +4%
UBS Group
70
UBS Group
Switzerland
$12.4M 307,013 +132,568 +76%
PCM
71
Prana Capital Management
Connecticut
$11.9M 295,654 -229,752 -44%
Wells Fargo
72
Wells Fargo
California
$10.9M 271,762 -3,058 -1%
Mitsubishi UFJ Trust & Banking
73
Mitsubishi UFJ Trust & Banking
Japan
$10.8M 268,472 -4,506 -2%
Impax Asset Management Group
74
Impax Asset Management Group
United Kingdom
$10.7M 266,491 +278 +0.1%
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.6M 263,240 -44,364 -14%
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