PFG icon

Principal Financial Group
PFG

Overview Fund Activity

609 hedge funds and large institutions have $12.2B invested in Principal Financial Group in 2021 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 234 increasing their positions, 189 reducing their positions, and 75 closing their positions.

Holders
609
Holders Change
-32
Holders Change %
-4.99%
% of All Funds
10.63%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
46
Increased
234
Reduced
189
Closed
75
Calls
$28M
Puts
$26.6M
Net Calls
+$1.38M
Net Calls Change
-$2.48M

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$362M
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$112M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$55.6M
4
Wells Fargo
4
Wells Fargo
California
$64.6M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$87.6M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$25M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$122M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$246M
4
Retirement Systems of Alabama
4
Retirement Systems of Alabama
Alabama
$5.85M
5
MPI
5
Mairs & Power Inc
Minnesota
$113M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.86B 29,365,318 +140,472 +0.5%
BlackRock
2
BlackRock
New York
$1.4B 22,116,950 +8,407 +0%
NLI
3
Nippon Life Insurance
Japan
$1.15B 18,137,000 – –
Capital Research Global Investors
4
Capital Research Global Investors
California
$998M 15,796,786 -3,051 -0%
State Street
5
State Street
Massachusetts
$833M 13,178,859 +401,133 +3%
CS
6
Credit Suisse
Switzerland
$362M 5,726,411 +2,551,724 +80%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$306M 4,860,400 +104,349 +2%
Northern Trust
8
Northern Trust
Illinois
$276M 4,365,953 -147,535 -3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$246M 3,886,269 -648,151 -14%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$241M 3,820,709 +28,930 +0.8%
Charles Schwab
11
Charles Schwab
California
$217M 3,427,621 +325,235 +10%
Invesco
12
Invesco
Georgia
$216M 3,417,126 +374,587 +12%
Norges Bank
13
Norges Bank
Norway
$181M 2,870,665 -181,899 -6%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$169M 2,670,778 +69,301 +3%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$122M 1,927,245 -1,315,181 -41%
Legal & General Group
16
Legal & General Group
United Kingdom
$118M 1,872,059 +75,143 +4%
MPI
17
Mairs & Power Inc
Minnesota
$113M 1,786,126 -443,123 -20%
Canada Pension Plan Investment Board
18
Canada Pension Plan Investment Board
Ontario, Canada
$112M 1,764,900 +1,262,900 +252%
Goldman Sachs
19
Goldman Sachs
New York
$108M 1,708,418 +394,890 +30%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$106M 1,651,959 +181,097 +12%
PPA
21
Parametric Portfolio Associates
Washington
$88.8M 1,405,692 +19,658 +1%
Bank of America
22
Bank of America
North Carolina
$88.5M 1,400,765 +135,619 +11%
Toronto Dominion Bank
23
Toronto Dominion Bank
Ontario, Canada
$87.6M 1,386,452 +554,401 +67%
ORIO
24
Old Republic International (ORI)
Illinois
$76.8M 1,216,000 +379,000 +45%
Swiss National Bank
25
Swiss National Bank
Switzerland
$70.2M 1,111,716 +56,302 +5%
1
2 3 4 5