PFG icon

Principal Financial Group
PFG

Overview Fund Activity

617 hedge funds and large institutions have $12.5B invested in Principal Financial Group in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 205 increasing their positions, 221 reducing their positions, and 35 closing their positions.

Holders
617
Holders Change
+8
Holders Change %
+1.31%
% of All Funds
10.84%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
50
Increased
205
Reduced
221
Closed
35
Calls
$20.9M
Puts
$34.5M
Net Calls
-$13.6M
Net Calls Change
-$15M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$172M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$308M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$165M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$153M
5
Goldman Sachs
5
Goldman Sachs
New York
$141M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$15.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$132M
3
APG Asset Management
3
APG Asset Management
Netherlands
$2.19M
4
Millennium Management
4
Millennium Management
New York
$13.9M
5
Nomura Holdings
5
Nomura Holdings
Japan
$23.9M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
51
T. Rowe Price Associates
Maryland
$25.1M 389,027 -6,003 -2%
UBS Group
52
UBS Group
Switzerland
$24M 371,989 -64,117 -15%
Nomura Holdings
53
Nomura Holdings
Japan
$23.9M 364,366 -400,869 -52%
Bank of Nova Scotia
54
Bank of Nova Scotia
Ontario, Canada
$23M 357,205 +3,759 +1%
AllianceBernstein
55
AllianceBernstein
Tennessee
$22.4M 348,143 +204 +0.1%
ACM
56
Argent Capital Management
Missouri
$21.9M 340,471 +987 +0.3%
VLKIM
57
Van Lanschot Kempen Investment Management
Netherlands
$21.3M 330,398 -25,175 -7%
State Board of Administration of Florida Retirement System
58
State Board of Administration of Florida Retirement System
Florida
$21.2M 329,343 -7,445 -2%
SSA
59
Schonfeld Strategic Advisors
New York
$20.8M 323,240 -52,260 -14%
New York State Teachers Retirement System (NYSTRS)
60
New York State Teachers Retirement System (NYSTRS)
New York
$20.4M 317,225 -44,841 -12%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$19.9M 308,978 -7,104 -2%
Impax Asset Management Group
62
Impax Asset Management Group
United Kingdom
$19.7M 305,736 +1,273 +0.4%
GHA
63
GW Henssler & Associates
Georgia
$19.2M 298,830 +21,747 +8%
Principal Financial Group
64
Principal Financial Group
Iowa
$18.9M 292,975 -538 -0.2%
Janus Henderson Group
65
Janus Henderson Group
United Kingdom
$18.3M 284,629 +78,034 +38%
DZ Bank
66
DZ Bank
Germany
$17.8M 276,477 -172,978 -38%
Swedbank
67
Swedbank
Sweden
$17.8M 276,361 – –
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$17.5M 271,147 -3,176 -1%
CM
69
Capital Management
Virginia
$16.9M 262,307 +5,175 +2%
Citigroup
70
Citigroup
New York
$16.6M 257,449 -108,958 -30%
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.4M 254,361 +15,749 +7%
Canada Life
72
Canada Life
Manitoba, Canada
$15.9M 244,730 +3,537 +1%
Wells Fargo
73
Wells Fargo
California
$15.3M 237,293 -784,701 -77%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$15.2M 236,535 -98,064 -29%
Adage Capital Partners
75
Adage Capital Partners
Massachusetts
$15.1M 234,300 -43,800 -16%
1 2
3
4 5