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Janus Henderson Investors US’s Principal Financial Group PFG Stock Holding History

Janus Henderson Investors US’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$150M Buy
2,379,858
+1,903,190
+399% +$116M 0.12% 216
2016
Q4 		$27.6M Buy
476,668
+427,968
+879% +$24M 0.02% 560
2016
Q3 		$2.51M Sell
48,700
-16,628
-25% -$778K ﹤0.01% 919
2016
Q2 		$2.69M Sell
65,328
-471,242
-88% -$19.9M ﹤0.01% 863
2016
Q1 		$21.2M Sell
536,570
-84,971
-14% -$3.27M 0.02% 574
2015
Q4 		$28M Buy
621,541
+47,400
+8% +$2.31M 0.02% 553
2015
Q3 		$27.2M Sell
574,141
-58,838
-9% -$3.05M 0.02% 543
2015
Q2 		$32.5M Sell
632,979
-219,299
-26% -$11.4M 0.03% 517
2015
Q1 		$43.8M Buy
852,278
+571,963
+204% +$28.7M 0.04% 478
2014
Q4 		$14.6M Buy
280,315
+88,605
+46% +$4.59M 0.01% 649
2014
Q3 		$10.1M Sell
191,710
-727,562
-79% -$38.1M 0.01% 689
2014
Q2 		$46.4M Sell
919,272
-1,288,800
-58% -$60.7M 0.04% 431
2014
Q1 		$102M Buy
2,208,072
+686,700
+45% +$31.4M 0.09% 267
2013
Q4 		$75M Buy
1,521,372
+537,610
+55% +$25.5M 0.07% 316
2013
Q3 		$42.1M Buy
983,762
+948,162
+2,663% +$39.5M 0.04% 394
2013
Q2 		$1.33M Buy
+35,600
New +$1.3M ﹤0.01% 838

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Janus Henderson Investors US's PFG Position: Q1 2017 in Review

Janus Henderson Investors US increased its Principal Financial Group (PFG) stake by 399% in Q1 2017, buying an estimated $116M and bringing the position to 2,379,858 shares worth $150M. The position accounts for 0.12% of the portfolio, ranked #216.

Janus Henderson Investors US first reported a position in PFG in Q2 2013 and has held it in 16 quarters since. 534 funds tracked by Wall St. Rank hold PFG as of Q1 2017.

  • Janus Henderson Investors US held 2,379,858 shares of Principal Financial Group worth $150M as of Q1 2017.
  • Janus Henderson Investors US bought 1,903,190 Principal Financial Group shares in Q1 2017, an estimated $116M.
  • Principal Financial Group made up 0.12% of Janus Henderson Investors US's portfolio in Q1 2017, its #216 holding.
  • Janus Henderson Investors US first reported a position in Principal Financial Group in Q2 2013 and has held it in 16 quarters since.
  • 534 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2017.

Based on Janus Henderson Investors US's 13F filing for Q1 2017, filed 16 May 2017.