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Principal Financial Group
PFG

Overview Fund Activity

348 hedge funds and large institutions have $8.32B invested in Principal Financial Group in 2013 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 116 increasing their positions, 131 reducing their positions, and 28 closing their positions.

Holders
348
Holders Change
+19
Holders Change %
+5.78%
% of All Funds
11.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
50
Increased
116
Reduced
131
Closed
28
Calls
$16.6M
Puts
$10.5M
Net Calls
+$6.09M
Net Calls Change
-$3.4M

Top Buyers

1
JHIU
1
Janus Henderson Investors US
Colorado
$42.1M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$39.7M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$857M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$814M
5
Axa
5
Axa
France
$51.7M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$600M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$448M
3
AGA
3
Altrinsic Global Advisors
Connecticut
$103M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$8.9M
5
Goldman Sachs
5
Goldman Sachs
New York
$263M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$48M 1,119,983 -240,940 -18%
JHIU
27
Janus Henderson Investors US
Colorado
$42.1M 983,762 +948,162 +2,663%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$40.4M 942,790 -4,670 -0.5%
1832 Asset Management
29
1832 Asset Management
Ontario, Canada
$39.7M 929,950 +929,950 New
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$38.2M 891,250 +675 +0.1%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$36.4M 850,528 -2,091 -0.2%
Charles Schwab
32
Charles Schwab
California
$32.7M 760,629 +4,168 +0.6%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$30.4M 710,085 +64,870 +10%
Prudential Financial
34
Prudential Financial
New Jersey
$29.4M 686,326 -25,279 -4%
WCM
35
Wedge Capital Management
North Carolina
$28.2M 658,675 -34,215 -5%
Mitsubishi UFJ Trust & Banking
36
Mitsubishi UFJ Trust & Banking
Japan
$26.2M 611,599 +5,530 +0.9%
New York State Teachers Retirement System (NYSTRS)
37
New York State Teachers Retirement System (NYSTRS)
New York
$25.8M 603,152 -34,326 -5%
PPA
38
Parametric Portfolio Associates
Washington
$25.2M 588,149 -19,341 -3%
AllianceBernstein
39
AllianceBernstein
Tennessee
$24.2M 565,496 +37,011 +7%
BIM
40
BlackRock Investment Management
Delaware
$23.9M 557,231 +16,409 +3%
Norges Bank
41
Norges Bank
Norway
$22.9M 533,878 -144,861 -21%
BlackRock
42
BlackRock
New York
$22.7M 530,030 +10,178 +2%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$22.6M 527,633 +16,326 +3%
LSV Asset Management
44
LSV Asset Management
Illinois
$22.1M 517,100 -14,800 -3%
CS
45
Credit Suisse
Switzerland
$21.9M 512,260 -101,999 -17%
GC
46
Guggenheim Capital
Illinois
$20.4M 477,225 +12,050 +3%
State Board of Administration of Florida Retirement System
47
State Board of Administration of Florida Retirement System
Florida
$20.1M 469,926 -53,375 -10%
FCAM
48
F&C Asset Management
United Kingdom
$19.3M 451,756 +5,463 +1%
Canada Pension Plan Investment Board
49
Canada Pension Plan Investment Board
Ontario, Canada
$19.2M 447,493 +49,503 +12%
Invesco
50
Invesco
Georgia
$18.4M 429,264 +60,242 +16%
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