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Principal Financial Group
PFG

Overview Fund Activity

566 hedge funds and large institutions have $8.09B invested in Principal Financial Group in 2020 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 188 increasing their positions, 188 reducing their positions, and 68 closing their positions.

Holders
566
Holders Change
+5
Holders Change %
+0.89%
% of All Funds
11.64%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
77
Increased
188
Reduced
188
Closed
68
Calls
$15.6M
Puts
$15.7M
Net Calls
-$58K
Net Calls Change
-$4.62M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$77M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$295M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$41.3M
4
Charles Schwab
4
Charles Schwab
California
$127M
5
Invesco
5
Invesco
Georgia
$154M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$537M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.27B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$20.7M
4
CI
4
Conning Inc
Connecticut
$5.97M
5
BlackRock
5
BlackRock
New York
$956M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.27B 30,572,556 -1,334,323 -4%
BlackRock
2
BlackRock
New York
$956M 23,020,196 -562,149 -2%
NLI
3
Nippon Life Insurance
Japan
$753M 18,137,000 – –
Capital Research Global Investors
4
Capital Research Global Investors
California
$537M 12,935,830 -1,626,578 -11%
State Street
5
State Street
Massachusetts
$528M 12,710,885 +117,732 +0.9%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$295M 7,101,480 +989,754 +16%
Northern Trust
7
Northern Trust
Illinois
$199M 4,791,292 +10,959 +0.2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$188M 4,534,283 -67,086 -1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$154M 3,700,844 -103,669 -3%
Invesco
10
Invesco
Georgia
$154M 3,695,518 +636,838 +21%
MPI
11
Mairs & Power Inc
Minnesota
$151M 3,643,977 +292,439 +9%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$138M 3,332,683 +281,970 +9%
Norges Bank
13
Norges Bank
Norway
$135M 3,257,554 +276,210 +9%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$134M 3,215,329 +514,528 +19%
Charles Schwab
15
Charles Schwab
California
$127M 3,057,231 +794,588 +35%
PP
16
Prudential plc
United Kingdom
$89.9M 2,164,401 +548,400 +34%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$77M 1,854,699 +1,335,765 +257%
Legal & General Group
18
Legal & General Group
United Kingdom
$74.3M 1,788,883 +14,430 +0.8%
Goldman Sachs
19
Goldman Sachs
New York
$63.7M 1,532,478 +208,507 +16%
PPA
20
Parametric Portfolio Associates
Washington
$57.9M 1,394,275 +114,939 +9%
AL
21
AJO LP
Pennsylvania
$57.6M 1,386,240 +212,979 +18%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$50.9M 1,225,522 -148,746 -11%
Sumitomo Mitsui Trust Group
23
Sumitomo Mitsui Trust Group
Japan
$50.5M 1,214,593 -881 -0.1%
UBS AM
24
UBS AM
Illinois
$46.2M 1,111,082 -259,377 -19%
Morgan Stanley
25
Morgan Stanley
New York
$45.4M 1,093,969 +525,469 +92%
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