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Principal Financial Group

569 hedge funds and large institutions have $8.1B invested in Principal Financial Group in 2020 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 190 increasing their positions, 188 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

33% more capital invested

Capital invested by funds: $6.09B → $8.1B (+$2.01B)

13% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 68

1% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 188

1% more funds holding

Funds holding: 564569 (+5)

0.55% more ownership

Funds ownership: 70.7%71.25% (+0.55%)

0% less call options, than puts

Call options by funds: $15.6M | Put options by funds: $15.7M

Holders
569
Holders Change
+5
Holders Change %
+0.89%
% of All Funds
11.67%
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
190
Reduced
188
Closed
68
Calls
$15.6M
Puts
$15.7M
Net Calls
-$58K
Net Calls Change
-$4.62M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.27B -$48.7M -1,334,323 -4%
BlackRock
2
BlackRock
New York
$956M -$20.5M -562,149 -2%
NLI
3
Nippon Life Insurance
Japan
$753M
Capital Research Global Investors
4
Capital Research Global Investors
California
$537M -$59.3M -1,626,578 -11%
State Street
5
State Street
Massachusetts
$528M +$4.3M +117,732 +0.9%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$295M +$36.1M +989,754 +16%
Northern Trust
7
Northern Trust
Illinois
$199M +$400K +10,959 +0.2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$188M -$2.45M -67,086 -1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$154M -$3.78M -103,669 -3%
Invesco
10
Invesco
Georgia
$154M +$23.2M +636,838 +21%
MPI
11
Mairs & Power Inc
Minnesota
$151M +$10.7M +292,439 +9%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$138M +$10.3M +281,970 +9%
Norges Bank
13
Norges Bank
Norway
$135M +$10.1M +276,210 +9%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$134M +$18.8M +514,528 +19%
Charles Schwab
15
Charles Schwab
California
$127M +$29M +794,588 +35%
PP
16
Prudential plc
United Kingdom
$89.9M +$20M +548,400 +34%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$77M +$48.7M +1,335,765 +257%
Legal & General Group
18
Legal & General Group
United Kingdom
$74.3M +$526K +14,430 +0.8%
Goldman Sachs
19
Goldman Sachs
New York
$63.7M +$7.61M +208,507 +16%
PPA
20
Parametric Portfolio Associates
Washington
$57.9M +$4.19M +114,939 +9%
AL
21
AJO LP
Pennsylvania
$57.6M +$7.77M +212,979 +18%
N
22
Nuveen
North Carolina
$50.9M -$5.43M -148,746 -11%
Sumitomo Mitsui Trust Group
23
Sumitomo Mitsui Trust Group
Japan
$50.5M -$32.1K -881 -0.1%
UBS AM
24
UBS AM
Illinois
$46.2M -$9.46M -259,377 -19%
Morgan Stanley
25
Morgan Stanley
New York
$45.4M +$19.2M +525,469 +92%

PFG Hedge Fund Activity: Q2 2020 in Review

569 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q2 2020, worth a combined $8.1B — up 33% from $6.09B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new PFG positions and 68 closed out — a net gain of 9 holders — while 190 added to existing stakes and 188 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $48.7M. The largest seller was Capital Research Global Investors, cutting an estimated $59.3M.

  • 569 institutional investors held Principal Financial Group (PFG) as of Q2 2020, up from 564 in Q1 2020.
  • Funds reported $8.1B of Principal Financial Group stock for Q2 2020, up 33% quarter-over-quarter.
  • 77 funds opened new Principal Financial Group positions in Q2 2020 and 68 closed out, a net change of +9 holders.
  • The largest Principal Financial Group buyer in Q2 2020 was T. Rowe Price Associates, an estimated $48.7M added.
  • The largest Principal Financial Group seller in Q2 2020 was Capital Research Global Investors, an estimated $59.3M sold.

Based on aggregated 13F filings for Q2 2020.