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PFG - Principal Financial Group Inc Stock Price, Fair Value and News
82.16
USD
+0.65
(+0.80%)
Market Closed
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Funds-Owners-Holders
Which funds bought or sold PFG recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-04-23
WEDGE CAPITAL MANAGEMENT L L P/NC
ADDED
Premium
Premium
Premium
Premium
24,168
2024-04-23
DUNCKER STREETT & CO INC
UNCHANGED
Premium
Premium
Premium
Premium
1,010
2024-04-23
EADS & HEALD WEALTH MANAGEMENT
NEW
Premium
Premium
Premium
Premium
2,326
2024-04-23
REGIONS FINANCIAL CORP
UNCHANGED
Premium
Premium
Premium
Premium
6,235
2024-04-23
Louisiana State Employees Retirement System
REDUCED
Premium
Premium
Premium
Premium
12,800
2024-04-23
Gradient Investments LLC
REDUCED
Premium
Premium
Premium
Premium
622
2024-04-23
Iowa State Bank
REDUCED
Premium
Premium
Premium
Premium
7,970
2024-04-23
Livforsakringsbolaget Skandia, Omsesidigt
UNCHANGED
Premium
Premium
Premium
Premium
1,082
2024-04-23
Sugarloaf Wealth Management, LLC
UNCHANGED
Premium
Premium
Premium
Premium
364
2024-04-23
Venturi Wealth Management, LLC
ADDED
Premium
Premium
Premium
Premium
670
2024-04-23
Shepherd Financial Partners LLC
ADDED
Premium
Premium
Premium
Premium
2,656
2024-04-23
OmniStar Financial Group, Inc.
NEW
Premium
Premium
Premium
Premium
7,379
2024-04-23
BFSG, LLC
ADDED
Premium
Premium
Premium
Premium
958
2024-04-23
Global Retirement Partners, LLC
ADDED
Premium
Premium
Premium
Premium
1,294
2024-04-23
Tennessee Valley Asset Management Partners
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-23
WETZEL INVESTMENT ADVISORS, INC.
UNCHANGED
Premium
Premium
Premium
Premium
172
2024-04-23
FIFTH THIRD BANCORP
REDUCED
Premium
Premium
Premium
Premium
8,242
2024-04-23
CIGNA INVESTMENTS INC /NEW
NEW
Premium
Premium
Premium
Premium
2,456
2024-04-23
NEW MEXICO EDUCATIONAL RETIREMENT BOARD
REDUCED
Premium
Premium
Premium
Premium
11,054
2024-04-23
GODSEY & GIBB, INC
UNCHANGED
Premium
Premium
Premium
Premium
700
2024-04-23
AMALGAMATED BANK
ADDED
Premium
Premium
Premium
Premium
67,511
2024-04-23
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
UNCHANGED
Premium
Premium
Premium
Premium
950
2024-04-22
RAYMOND JAMES & ASSOCIATES
REDUCED
Premium
Premium
Premium
Premium
87,841
2024-04-22
Raymond James Financial Services Advisors, Inc.
REDUCED
Premium
Premium
Premium
Premium
59,938
2024-04-22
MetLife Investment Management, LLC
REDUCED
Premium
Premium
Premium
Premium
53,679
Rows per page:
10
25
50
All
1–25 of 894
Which funds are the top buyers of PFG?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
28,605,900
2,250,420,000
0.05%
BlackRock Inc.
18,885,000
1,485,690,000
0.04%
NIPPON LIFE INSURANCE CO
18,137,000
1,565,400,000
65.06%
BANK OF AMERICA CORP /DE/
10,581,700
832,466,000
0.08%
STATE STREET CORP
9,722,080
764,836,000
0.04%
Capital Research Global Investors
6,449,520
507,384,000
0.12%
GEODE CAPITAL MANAGEMENT, LLC
5,182,830
406,992,000
0.04%
WELLINGTON MANAGEMENT GROUP LLP
4,369,010
343,710,000
0.06%
GOLDMAN SACHS GROUP INC
4,315,420
339,494,000
0.03%
DIMENSIONAL FUND ADVISORS LP
3,875,460
304,903,000
0.09%
Rows per page:
10
1–10 of 100
Which funds have put a big percent of portfolio in PFG?
Fund Name
$ Value
% Port.
NIPPON LIFE INSURANCE CO
1,565,400,000
65.06%
Glaxis Capital Management, LLC
1,140,720
3.97%
TRUST POINT INC.
33,218,200
2.61%
Weaver C. Barksdale & Associates, Inc.
1,684,480
1.65%
NORTH STAR ASSET MANAGEMENT INC
31,211,400
1.60%
CAPITAL MANAGEMENT CORP /VA
8,130,870
1.60%
Johnson Midwest Financial, LLC
683,825
1.53%
Sound Income Strategies, LLC
15,689,100
1.17%
GW HENSSLER & ASSOCIATES LTD
15,553,100
1.03%
MAIRS & POWER INC
93,750,300
0.99%
Rows per page:
10
1–10 of 100
Trend of No. of funds that hold PFG
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
VOLORIDGE INVESTMENT MANAGEMENT, LLC
23,580,200
Cubist Systematic Strategies, LLC
13,918,200
RENAISSANCE TECHNOLOGIES LLC
11,682,000
WORLDQUANT MILLENNIUM ADVISORS LLC
8,223,140
Point72 Middle East FZE
3,868,360
FORA Capital, LLC
2,490,140
Pathstone Holdings, LLC
2,223,850
Point72 Hong Kong Ltd
2,019,070
Additions
Fund Name
% Increased
RIA Advisory Group LLC
35,473
Gibson Wealth Advisors LLC
6,200
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC
3,047
Farther Finance Advisors, LLC
2,737
PINEBRIDGE INVESTMENTS, L.P.
2,594
North Star Investment Management Corp.
2,208
Assenagon Asset Management S.A.
1,218
BENJAMIN F. EDWARDS & COMPANY, INC.
1,072
Reductions
Fund Name
% Reduced
ASSETMARK, INC
-99.75
Private Capital Group, LLC
-97.76
Neo Ivy Capital Management
-96.98
Baystate Wealth Management LLC
-96.67
Walleye Trading LLC
-90.47
FIRST FINANCIAL CORP /IN/
-85.34
Concord Wealth Partners
-83.48
Desjardins Global Asset Management Inc.
-80.69
Sold off
Fund Name
$ Sold
Gillson Capital LP
-23,242,000
TWINBEECH CAPITAL LP
-12,492,300
ARGENT CAPITAL MANAGEMENT LLC
-4,308,040
MERITAGE PORTFOLIO MANAGEMENT
-3,015,000
VAN ECK ASSOCIATES CORP
-2,484,000
HENNESSY ADVISORS INC
-2,273,560
Dynamic Technology Lab Private Ltd
-1,987,000
Mount Lucas Management LP
-1,867,770