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Principal Financial Group
PFG

Overview Fund Activity

615 hedge funds and large institutions have $9.66B invested in Principal Financial Group in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 181 increasing their positions, 213 reducing their positions, and 53 closing their positions.

Holders
615
Holders Change
+50
Holders Change %
+8.85%
% of All Funds
10.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
109
Increased
181
Reduced
213
Closed
53
Calls
$16.2M
Puts
$12.3M
Net Calls
+$3.86M
Net Calls Change
-$1.45M

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$215M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$790M
3
Nomura Holdings
3
Nomura Holdings
Japan
$32.7M
4
Retirement Systems of Alabama
4
Retirement Systems of Alabama
Alabama
$33.6M
5
KBC Group
5
KBC Group
Belgium
$225M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$9.61M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$240M
3
AL
3
AJO LP
Pennsylvania
$0
4
PP
4
Prudential plc
United Kingdom
$54.8M
5
BlackRock
5
BlackRock
New York
$1.1B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.45B 29,143,233 -392,526 -1%
BlackRock
2
BlackRock
New York
$1.1B 22,253,822 -655,638 -3%
NLI
3
Nippon Life Insurance
Japan
$900M 18,137,000 – –
Capital Research Global Investors
4
Capital Research Global Investors
California
$790M 15,934,119 +2,534,057 +19%
State Street
5
State Street
Massachusetts
$602M 12,135,559 -219,620 -2%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$240M 4,829,201 -1,793,715 -27%
Northern Trust
7
Northern Trust
Illinois
$231M 4,654,585 -153,992 -3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$228M 4,610,053 +80,941 +2%
KBC Group
9
KBC Group
Belgium
$225M 824,948 +81,430 +11%
CS
10
Credit Suisse
Switzerland
$215M 4,336,075 +3,781,676 +682%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$188M 3,798,413 +22,655 +0.6%
Charles Schwab
12
Charles Schwab
California
$166M 3,348,313 +62,329 +2%
MPI
13
Mairs & Power Inc
Minnesota
$162M 3,265,172 -378,521 -10%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$159M 3,205,611 -89,002 -3%
Norges Bank
15
Norges Bank
Norway
$156M 3,138,035 -90,319 -3%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$145M 2,924,379 -56,056 -2%
Invesco
17
Invesco
Georgia
$135M 2,729,447 +243,991 +10%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$129M 2,604,083 -261,570 -9%
Legal & General Group
19
Legal & General Group
United Kingdom
$87.7M 1,767,828 +24,670 +1%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$72.7M 1,403,668 +138,789 +11%
PPA
21
Parametric Portfolio Associates
Washington
$68.5M 1,381,494 -29,577 -2%
Goldman Sachs
22
Goldman Sachs
New York
$56.9M 1,147,362 -341,541 -23%
PP
23
Prudential plc
United Kingdom
$54.8M 1,104,600 -728,401 -40%
Morgan Stanley
24
Morgan Stanley
New York
$54.2M 1,091,725 -330,808 -23%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$51.6M 1,039,598 +15,335 +1%
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