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Principal Financial Group
PFG

Overview Fund Activity

565 hedge funds and large institutions have $7.8B invested in Principal Financial Group in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 186 increasing their positions, 199 reducing their positions, and 56 closing their positions.

Holders
565
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
11.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
60
Increased
186
Reduced
199
Closed
56
Calls
$17.5M
Puts
$12.1M
Net Calls
+$5.31M
Net Calls Change
+$5.37M

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$107M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$115M
3
ZP
3
Zimmer Partners
New York
$28.7M
4
KBC Group
4
KBC Group
Belgium
$29.9M
5
DZ Bank
5
DZ Bank
Germany
$20M

Top Sellers

1
Invesco
1
Invesco
Georgia
$100M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.19B
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$8.53M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$267M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.19B 29,535,759 -1,036,797 -3%
BlackRock
2
BlackRock
New York
$923M 22,909,460 -110,736 -0.5%
NLI
3
Nippon Life Insurance
Japan
$730M 18,137,000 – –
Capital Research Global Investors
4
Capital Research Global Investors
California
$540M 13,400,062 +464,232 +4%
State Street
5
State Street
Massachusetts
$498M 12,355,179 -355,706 -3%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$267M 6,622,916 -478,564 -7%
Northern Trust
7
Northern Trust
Illinois
$194M 4,808,577 +17,285 +0.4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$182M 4,529,112 -5,171 -0.1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$152M 3,775,758 +74,914 +2%
MPI
10
Mairs & Power Inc
Minnesota
$147M 3,643,693 -284 -0%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$133M 3,294,613 -38,070 -1%
Charles Schwab
12
Charles Schwab
California
$132M 3,285,984 +228,753 +7%
Norges Bank
13
Norges Bank
Norway
$130M 3,228,354 -29,200 -0.9%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$120M 2,980,435 -234,894 -7%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$115M 2,865,653 +1,010,954 +55%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$107M 2,667,383 +1,673,800 +168%
Invesco
17
Invesco
Georgia
$100M 2,485,456 -1,210,062 -33%
PP
18
Prudential plc
United Kingdom
$73.8M 1,833,001 -331,400 -15%
Legal & General Group
19
Legal & General Group
United Kingdom
$70.2M 1,743,158 -45,725 -3%
Goldman Sachs
20
Goldman Sachs
New York
$60M 1,488,903 -43,575 -3%
Morgan Stanley
21
Morgan Stanley
New York
$57.3M 1,422,533 +328,564 +30%
PPA
22
Parametric Portfolio Associates
Washington
$56.8M 1,411,071 +16,796 +1%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$52.8M 1,264,879 +225,092 +22%
UBS AM
24
UBS AM
Illinois
$47.6M 1,181,109 +70,027 +6%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$45.9M 1,140,080 -74,513 -6%
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