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Principal Financial Group
PFG

Overview Fund Activity

561 hedge funds and large institutions have $6.08B invested in Principal Financial Group in 2020 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 185 increasing their positions, 197 reducing their positions, and 112 closing their positions.

Holders
561
Holders Change
-49
Holders Change %
-8.03%
% of All Funds
12.4%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
67
Increased
185
Reduced
197
Closed
112
Calls
$8.61M
Puts
$4.05M
Net Calls
+$4.56M
Net Calls Change
-$4.83M

Top Buyers

1
PP
1
Prudential plc
United Kingdom
$50.6M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1,000M
3
Squarepoint
3
Squarepoint
New York
$15.7M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$14.8M
5
GC
5
Gillson Capital
Illinois
$12.7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$95.6M
2
Ameriprise
2
Ameriprise
Minnesota
$31.6M
3
CI
3
Cambiar Investors
Colorado
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$192M
5
Invesco
5
Invesco
Georgia
$95.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1,000M 31,906,879 +673,971 +2%
BlackRock
2
BlackRock
New York
$739M 23,582,345 +306,036 +1%
NLI
3
Nippon Life Insurance
Japan
$568M 18,137,000 – –
Capital Research Global Investors
4
Capital Research Global Investors
California
$456M 14,562,408 +287,658 +2%
State Street
5
State Street
Massachusetts
$395M 12,593,153 -283,293 -2%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$192M 6,111,726 -985,052 -14%
Northern Trust
7
Northern Trust
Illinois
$150M 4,780,333 -187,780 -4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$144M 4,601,369 +94,280 +2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$119M 3,804,513 +31,010 +0.8%
MPI
10
Mairs & Power Inc
Minnesota
$105M 3,351,538 +199,301 +6%
Invesco
11
Invesco
Georgia
$95.9M 3,058,680 -692,393 -18%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$95.6M 3,050,713 -3,587,766 -54%
Norges Bank
13
Norges Bank
Norway
$93.4M 2,981,344 +65,401 +2%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$84.6M 2,700,801 +367 +0%
Charles Schwab
15
Charles Schwab
California
$70.9M 2,262,643 +124,729 +6%
Legal & General Group
16
Legal & General Group
United Kingdom
$55.8M 1,774,453 +44,099 +3%
PP
17
Prudential plc
United Kingdom
$50.6M 1,616,001 +1,616,001 New
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$45M 1,436,323 +142,314 +11%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$43.1M 1,374,268 -194,579 -12%
UBS AM
20
UBS AM
Illinois
$43M 1,370,459 +110,359 +9%
Goldman Sachs
21
Goldman Sachs
New York
$41.5M 1,323,971 -658,507 -33%
PPA
22
Parametric Portfolio Associates
Washington
$40.1M 1,279,336 +130,820 +11%
Sumitomo Mitsui Trust Group
23
Sumitomo Mitsui Trust Group
Japan
$38.1M 1,215,474 +52,209 +4%
AL
24
AJO LP
Pennsylvania
$36.8M 1,173,261 -225,014 -16%
Swiss National Bank
25
Swiss National Bank
Switzerland
$33.8M 1,077,814 +198,700 +23%
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