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Principal Financial Group
PFG

Overview Fund Activity

657 hedge funds and large institutions have $14.2B invested in Principal Financial Group in 2021 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 202 increasing their positions, 213 reducing their positions, and 61 closing their positions.

Holders
657
Holders Change
+40
Holders Change %
+6.48%
% of All Funds
10.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
109
Increased
202
Reduced
213
Closed
61
Calls
$26.4M
Puts
$28.1M
Net Calls
-$1.61M
Net Calls Change
+$12M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$802M
2
Ameriprise
2
Ameriprise
Minnesota
$121M
3
Goldman Sachs
3
Goldman Sachs
New York
$221M
4
BlackRock
4
BlackRock
New York
$1.63B
5
Capstone Investment Advisors
5
Capstone Investment Advisors
New York
$28.9M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$40.6M
2
CS
2
Credit Suisse
Switzerland
$315M
3
Barclays
3
Barclays
United Kingdom
$126M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$293M
5
PCM
5
Prana Capital Management
Connecticut
$4.97M
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
51
First Trust Advisors
Illinois
$26.1M 361,372 -123,560 -25%
ACM
52
Argent Capital Management
Missouri
$24.5M 338,848 -1,623 -0.5%
VLKIM
53
Van Lanschot Kempen Investment Management
Netherlands
$24.3M 336,407 +6,009 +2%
AllianceBernstein
54
AllianceBernstein
Tennessee
$24.3M 335,434 -12,709 -4%
State Board of Administration of Florida Retirement System
55
State Board of Administration of Florida Retirement System
Florida
$23.6M 325,741 -3,602 -1%
AA
56
ALPS Advisors
Colorado
$23.4M 322,870 +322,870 New
UBS Group
57
UBS Group
Switzerland
$22.8M 315,285 -56,704 -15%
Wells Fargo
58
Wells Fargo
California
$22.2M 307,569 +70,276 +30%
New York State Teachers Retirement System (NYSTRS)
59
New York State Teachers Retirement System (NYSTRS)
New York
$22M 303,496 -13,729 -4%
GHA
60
GW Henssler & Associates
Georgia
$21.9M 303,322 +4,492 +2%
Bank of Nova Scotia
61
Bank of Nova Scotia
Ontario, Canada
$21.8M 301,774 -55,431 -16%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$21.7M 299,426 -9,552 -3%
Principal Financial Group
63
Principal Financial Group
Iowa
$20.5M 283,084 -9,891 -3%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$20.1M 277,927 +41,392 +17%
DZ Bank
65
DZ Bank
Germany
$19.9M 276,477 – –
Swedbank
66
Swedbank
Sweden
$19.9M 275,466 -895 -0.3%
Canada Life
67
Canada Life
Manitoba, Canada
$19.8M 274,735 +30,005 +12%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$19.3M 266,557 -4,590 -2%
Citigroup
69
Citigroup
New York
$19M 262,879 +5,430 +2%
CM
70
Capital Management
Virginia
$18.4M 254,197 -8,110 -3%
Prudential Financial
71
Prudential Financial
New Jersey
$16.6M 237,748 +15,017 +7%
BGIM
72
Brandywine Global Investment Management
Pennsylvania
$16.1M 222,882 +2,948 +1%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$15.8M 219,050 +36,072 +20%
SG Americas Securities
74
SG Americas Securities
New York
$15.6M 215,959 +127,228 +143%
MSV
75
MN Services Vermogensbeheer
Netherlands
$15.2M 209,680 +7,700 +4%
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