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Principal Financial Group
PFG

Overview Fund Activity

641 hedge funds and large institutions have $11.4B invested in Principal Financial Group in 2021 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 202 increasing their positions, 212 reducing their positions, and 61 closing their positions.

Holders
641
Holders Change
+26
Holders Change %
+4.23%
% of All Funds
11.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
92
Increased
202
Reduced
212
Closed
61
Calls
$27.7M
Puts
$23.9M
Net Calls
+$3.86M
Net Calls Change
-$1K

Top Buyers

1
CI
1
Cambiar Investors
Colorado
$45M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$49.9M
3
State Street
3
State Street
Massachusetts
$766M
4
PCM
4
Prana Capital Management
Connecticut
$38M
5
SSA
5
Schonfeld Strategic Advisors
New York
$35.1M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$190M
2
MPI
2
Mairs & Power Inc
Minnesota
$134M
3
PP
3
Prudential plc
United Kingdom
$10.8M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$103M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$3.08M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.75B 29,224,846 +81,613 +0.3%
BlackRock
2
BlackRock
New York
$1.33B 22,108,543 -145,279 -0.7%
NLI
3
Nippon Life Insurance
Japan
$1.09B 18,137,000 – –
Capital Research Global Investors
4
Capital Research Global Investors
California
$947M 15,799,837 -134,282 -0.8%
State Street
5
State Street
Massachusetts
$766M 12,777,726 +642,167 +5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$284M 4,756,051 +145,998 +3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$272M 4,534,420 -294,781 -6%
Northern Trust
8
Northern Trust
Illinois
$271M 4,513,488 -141,097 -3%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$227M 3,791,779 -6,634 -0.2%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$194M 3,242,426 +36,815 +1%
CS
11
Credit Suisse
Switzerland
$190M 3,174,687 -1,161,388 -27%
Charles Schwab
12
Charles Schwab
California
$186M 3,102,386 -245,927 -7%
Norges Bank
13
Norges Bank
Norway
$183M 3,052,564 -85,471 -3%
Invesco
14
Invesco
Georgia
$182M 3,042,539 +313,092 +11%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$156M 2,601,477 -322,902 -11%
MPI
16
Mairs & Power Inc
Minnesota
$134M 2,229,249 -1,035,923 -32%
Legal & General Group
17
Legal & General Group
United Kingdom
$108M 1,796,916 +29,088 +2%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$103M 1,724,667 -879,416 -34%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$90.3M 1,470,862 +67,194 +5%
PPA
20
Parametric Portfolio Associates
Washington
$83.1M 1,386,034 +4,540 +0.3%
Goldman Sachs
21
Goldman Sachs
New York
$78.8M 1,313,528 +166,166 +14%
Bank of America
22
Bank of America
North Carolina
$75.9M 1,265,146 +241,681 +24%
UBS AM
23
UBS AM
Illinois
$67.2M 1,120,944 +86,575 +8%
Swiss National Bank
24
Swiss National Bank
Switzerland
$63.3M 1,055,414 +18,300 +2%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$59.5M 993,071 -46,527 -4%
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