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PFG - Principal Financial Group Inc Stock Price, Fair Value and News
85.13
+0.85
(+1.01%)
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
2024-05-17
Heartland Bank & Trust Co
NEW
Premium
Premium
Premium
Premium
5,262
2024-05-17
Plato Investment Management Ltd
ADDED
Premium
Premium
Premium
Premium
5,993
2024-05-17
Aspect Partners, LLC
UNCHANGED
Premium
Premium
Premium
Premium
11.00
2024-05-17
New Covenant Trust Company, N.A.
NEW
Premium
Premium
Premium
Premium
200
2024-05-16
Beacon Capital Management, LLC
UNCHANGED
Premium
Premium
Premium
Premium
159
2024-05-16
LBP AM SA
ADDED
Premium
Premium
Premium
Premium
62,767
2024-05-16
Pineridge Advisors LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-16
Global Financial Private Client, LLC
UNCHANGED
Premium
Premium
Premium
Premium
500
2024-05-16
HANCOCK WHITNEY CORP
ADDED
Premium
Premium
Premium
Premium
4,969
2024-05-16
COMERICA BANK
REDUCED
Premium
Premium
Premium
Premium
52,656
2024-05-16
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
REDUCED
Premium
Premium
Premium
Premium
389,991
2024-05-16
Meiji Yasuda Life Insurance Co
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-16
Ancora Advisors LLC
UNCHANGED
Premium
Premium
Premium
Premium
719
2024-05-16
Colony Group, LLC
REDUCED
Premium
Premium
Premium
Premium
3,049
2024-05-16
JANE STREET GROUP, LLC
REDUCED
Premium
Premium
Premium
Premium
50,239
2024-05-16
Tidal Investments LLC
ADDED
Premium
Premium
Premium
Premium
26,847
2024-05-16
Arete Wealth Advisors, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-15
Cetera Investment Advisers
REDUCED
Premium
Premium
Premium
Premium
5,341
2024-05-15
Point72 Asia (Singapore) Pte. Ltd.
ADDED
Premium
Premium
Premium
Premium
18,887
2024-05-15
Numerai GP LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-15
Centiva Capital, LP
ADDED
Premium
Premium
Premium
Premium
22,017
2024-05-15
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
REDUCED
Premium
Premium
Premium
Premium
61,022
2024-05-15
AE Wealth Management LLC
REDUCED
Premium
Premium
Premium
Premium
151,062
2024-05-15
Point72 Europe (London) LLP
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-15
Holocene Advisors, LP
NEW
Premium
Premium
Premium
Premium
94,584
Rows per page:
10
25
50
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1–25 of 900
Which funds are the top buyers of PFG?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
28,037,500
2,419,920,000
0.05%
BlackRock Inc.
19,431,900
1,677,170,000
0.04%
NIPPON LIFE INSURANCE CO
18,137,000
1,565,400,000
65.06%
BANK OF AMERICA CORP /DE/
10,968,300
946,671,000
0.09%
STATE STREET CORP
9,657,110
833,505,000
0.04%
Capital Research Global Investors
6,602,300
569,844,000
0.13%
GEODE CAPITAL MANAGEMENT, LLC
5,403,370
465,191,000
0.04%
WELLINGTON MANAGEMENT GROUP LLP
4,483,240
386,949,000
0.07%
DIMENSIONAL FUND ADVISORS LP
3,865,270
333,611,000
0.09%
NORTHERN TRUST CORP
3,580,610
309,042,000
0.05%
Rows per page:
10
1–10 of 99
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%
TRUST POINT INC.
33,218,200
2.61%
Glaxis Capital Management, LLC
1,261,510
2.34%
Arjuna Capital
6,575,440
1.86%
Weaver C. Barksdale & Associates, Inc.
1,832,030
1.68%
NORTH STAR ASSET MANAGEMENT INC
34,414,600
1.62%
CAPITAL MANAGEMENT CORP /VA
8,523,640
1.62%
Johnson Midwest Financial, LLC
683,825
1.53%
Sound Income Strategies, LLC
15,689,100
1.17%
MAIRS & POWER INC
106,016,000
1.03%
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
Jefferies Group LLC
11,847,000
Holocene Advisors, LP
8,163,540
Interval Partners, LP
6,317,030
Azimuth Capital Investment Management LLC
5,248,510
Amalgamated Financial Corp.
4,647,000
Point72 Middle East FZE
3,868,360
Point72 (DIFC) Ltd
2,978,380
MIRABELLA FINANCIAL SERVICES LLP
2,701,500
Additions
Fund Name
% Increased
Plato Investment Management Ltd
17,526
Gibson Wealth Advisors LLC
6,200
Verition Fund Management LLC
1,750
Bridgewater Associates, LP
1,615
Y-Intercept (Hong Kong) Ltd
1,025
AVIVA PLC
985
Brevan Howard Capital Management LP
688
Point72 Asia (Singapore) Pte. Ltd.
607
Reductions
Fund Name
% Reduced
RIA Advisory Group LLC
-99.4
Archer Investment Corp
-98.74
Penserra Capital Management LLC
-98.23
COMERICA BANK
-13.5
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
-
RFP Financial Group LLC
-98.41
Private Capital Group, LLC
-97.76
PINEBRIDGE INVESTMENTS, L.P.
-97.08
Sold off
Fund Name
$ Sold
NORGES BANK
-253,990,000
Balyasny Asset Management L.P.
-109,941,000
ADAGE CAPITAL PARTNERS GP, L.L.C.
-4,964,080
Teza Capital Management LLC
-4,170,060
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC
-3,607,570
Aquatic Capital Management LLC
-2,305,000
Point72 Hong Kong Ltd
-2,019,070
Numerai GP LLC
-1,908,140