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Principal Financial Group
PFG

Overview Fund Activity

657 hedge funds and large institutions have $14.2B invested in Principal Financial Group in 2021 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 202 increasing their positions, 213 reducing their positions, and 61 closing their positions.

Holders
657
Holders Change
+40
Holders Change %
+6.48%
% of All Funds
10.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
109
Increased
202
Reduced
213
Closed
61
Calls
$26.4M
Puts
$28.1M
Net Calls
-$1.61M
Net Calls Change
+$12M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$802M
2
Ameriprise
2
Ameriprise
Minnesota
$121M
3
Goldman Sachs
3
Goldman Sachs
New York
$221M
4
BlackRock
4
BlackRock
New York
$1.63B
5
Capstone Investment Advisors
5
Capstone Investment Advisors
New York
$28.9M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$40.6M
2
CS
2
Credit Suisse
Switzerland
$315M
3
Barclays
3
Barclays
United Kingdom
$126M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$293M
5
PCM
5
Prana Capital Management
Connecticut
$4.97M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.09B 28,877,510 -254,088 -0.9%
BlackRock
2
BlackRock
New York
$1.63B 22,496,639 +511,634 +2%
NLI
3
Nippon Life Insurance
Japan
$1.31B 18,137,000 – –
Capital Research Global Investors
4
Capital Research Global Investors
California
$1.1B 15,228,210 -492,966 -3%
State Street
5
State Street
Massachusetts
$976M 13,491,017 +174,433 +1%
Bank of America
6
Bank of America
North Carolina
$802M 11,090,467 +9,817,312 +771%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$360M 4,992,520 +57,389 +1%
CS
8
Credit Suisse
Switzerland
$315M 4,359,578 -1,372,461 -24%
Northern Trust
9
Northern Trust
Illinois
$294M 4,070,374 -183,531 -4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$293M 4,057,098 -724,899 -15%
Charles Schwab
11
Charles Schwab
California
$275M 3,802,571 +98,235 +3%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$265M 3,660,602 -127,277 -3%
Goldman Sachs
13
Goldman Sachs
New York
$221M 3,060,524 +865,635 +39%
Invesco
14
Invesco
Georgia
$204M 2,816,735 -261,675 -9%
Norges Bank
15
Norges Bank
Norway
$203M 2,800,722 -14,641 -0.5%
Canada Pension Plan Investment Board
16
Canada Pension Plan Investment Board
Ontario, Canada
$172M 2,373,900 – –
Wellington Management Group
17
Wellington Management Group
Massachusetts
$139M 1,927,328 +716 +0%
Legal & General Group
18
Legal & General Group
United Kingdom
$137M 1,900,000 -55,550 -3%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$127M 1,762,411 -286,411 -14%
Barclays
20
Barclays
United Kingdom
$126M 1,747,147 -918,043 -34%
Ameriprise
21
Ameriprise
Minnesota
$121M 1,858,328 +1,295,264 +230%
MPI
22
Mairs & Power Inc
Minnesota
$107M 1,477,014 -186,309 -11%
PPA
23
Parametric Portfolio Associates
Washington
$105M 1,455,241 +60,996 +4%
Toronto Dominion Bank
24
Toronto Dominion Bank
Ontario, Canada
$94.2M 1,302,636 -212,707 -14%
UBS AM
25
UBS AM
Illinois
$87.2M 1,205,207 +21,152 +2%
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