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Principal Financial Group
PFG

Overview Fund Activity

609 hedge funds and large institutions have $12.2B invested in Principal Financial Group in 2021 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 234 increasing their positions, 189 reducing their positions, and 75 closing their positions.

Holders
609
Holders Change
-32
Holders Change %
-4.99%
% of All Funds
10.63%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
46
Increased
234
Reduced
189
Closed
75
Calls
$28M
Puts
$26.6M
Net Calls
+$1.38M
Net Calls Change
-$2.48M

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$362M
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$112M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$55.6M
4
Wells Fargo
4
Wells Fargo
California
$64.6M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$87.6M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$25M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$122M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$246M
4
Retirement Systems of Alabama
4
Retirement Systems of Alabama
Alabama
$5.85M
5
MPI
5
Mairs & Power Inc
Minnesota
$113M
Name Market Value Shares Shares
Change 		Shares
Change %
NSAM
51
North Star Asset Management
Wisconsin
$27.6M 436,324 +9,832 +2%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$27.6M 436,287 +27,168 +7%
UBS Group
53
UBS Group
Switzerland
$27.6M 436,106 -45,582 -9%
Victory Capital Management
54
Victory Capital Management
Texas
$27.4M 433,999 +100,053 +30%
BNP Paribas Financial Markets
55
BNP Paribas Financial Markets
France
$26.9M 425,326 +281,044 +195%
LSV Asset Management
56
LSV Asset Management
Illinois
$26.7M 422,929 +8,100 +2%
T. Rowe Price Associates
57
T. Rowe Price Associates
Maryland
$25M 395,030 -1,329,637 -77%
SSA
58
Schonfeld Strategic Advisors
New York
$23.7M 375,500 -209,800 -36%
Schroder Investment Management Group
59
Schroder Investment Management Group
United Kingdom
$23.6M 373,485 -145,419 -28%
Citigroup
60
Citigroup
New York
$23.2M 366,407 -11,845 -3%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$22.9M 362,066 -5,253 -1%
VLKIM
62
Van Lanschot Kempen Investment Management
Netherlands
$22.5M 355,573 +3,924 +1%
Bank of Nova Scotia
63
Bank of Nova Scotia
Ontario, Canada
$22.3M 353,446 +77,124 +28%
AllianceBernstein
64
AllianceBernstein
Tennessee
$22M 347,939 -91,849 -21%
ACM
65
Argent Capital Management
Missouri
$21.5M 339,484 -805 -0.2%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$21.3M 336,788 +4,031 +1%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$21.1M 334,599 +126,120 +60%
Two Sigma Investments
68
Two Sigma Investments
New York
$20.8M 329,162 +211,933 +181%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$20M 316,082 +7,270 +2%
Impax Asset Management Group
70
Impax Asset Management Group
United Kingdom
$19.2M 304,463 +6,951 +2%
Principal Financial Group
71
Principal Financial Group
Iowa
$18.5M 293,513 +3,097 +1%
Adage Capital Partners
72
Adage Capital Partners
Massachusetts
$17.6M 278,100 -1,600 -0.6%
GHA
73
GW Henssler & Associates
Georgia
$17.5M 277,083 +30,443 +12%
Swedbank
74
Swedbank
Sweden
$17.5M 276,361 +29,020 +12%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$17.3M 274,323 -12,646 -4%
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