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Principal Financial Group
PFG

Overview Fund Activity

435 hedge funds and large institutions have $10.3B invested in Principal Financial Group in 2015 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 164 increasing their positions, 138 reducing their positions, and 23 closing their positions.

Holders
435
Holders Change
+21
Holders Change %
+5.07%
% of All Funds
11.73%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
45
Increased
164
Reduced
138
Closed
23
Calls
$23.3M
Puts
$10.2M
Net Calls
+$13.1M
Net Calls Change
+$8.62M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$508M
2
Victory Capital Management
2
Victory Capital Management
Texas
$52.3M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$133M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$67.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$379M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$515M
2
Goldman Sachs
2
Goldman Sachs
New York
$175M
3
WG
3
Winton Group
United Kingdom
$48M
4
Axa
4
Axa
France
$0
5
State Street
5
State Street
Massachusetts
$595M
Name Market Value Shares Shares
Change 		Shares
Change %
Legal & General Group
26
Legal & General Group
United Kingdom
$61.3M 1,195,909 +44,927 +4%
Victory Capital Management
27
Victory Capital Management
Texas
$52.3M 1,019,341 +1,019,341 New
Norges Bank
28
Norges Bank
Norway
$52.3M 1,019,409 +115,585 +13%
Charles Schwab
29
Charles Schwab
California
$50.2M 978,419 -371 -0%
UBS AM
30
UBS AM
Illinois
$49.9M 973,589 -6,971 -0.7%
Capital International Investors
31
Capital International Investors
California
$49.1M 958,000 – –
WG
32
Winton Group
United Kingdom
$48M 936,418 -512,965 -35%
Prudential Financial
33
Prudential Financial
New Jersey
$46.1M 898,596 +173,100 +24%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$44.3M 863,448 -29,993 -3%
GC
35
Guggenheim Capital
Illinois
$42.3M 824,494 -10,420 -1%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$41.7M 812,200 +1,133 +0.1%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$41.6M 810,125 -55,300 -6%
Two Sigma Investments
38
Two Sigma Investments
New York
$41.3M 804,778 +541,871 +206%
Morgan Stanley
39
Morgan Stanley
New York
$38.7M 753,808 +467,901 +164%
Canada Pension Plan Investment Board
40
Canada Pension Plan Investment Board
Ontario, Canada
$38.7M 753,734 +23,400 +3%
WCM
41
Wedge Capital Management
North Carolina
$34.7M 677,095 -35,250 -5%
Deutsche Bank
42
Deutsche Bank
Germany
$34.4M 670,881 -83,291 -11%
CS
43
Credit Suisse
Switzerland
$33.1M 645,818 -39,909 -6%
BIM
44
BlackRock Investment Management
Delaware
$32.6M 636,040 +50,689 +9%
JHIU
45
Janus Henderson Investors US
Colorado
$32.5M 632,979 -219,299 -26%
BlackRock
46
BlackRock
New York
$30.1M 586,925 -48,403 -8%
Wells Fargo
47
Wells Fargo
California
$30M 585,587 +184,971 +46%
Mitsubishi UFJ Trust & Banking
48
Mitsubishi UFJ Trust & Banking
Japan
$29.1M 566,723 +11,816 +2%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$27.6M 537,658 -18,693 -3%
New York State Teachers Retirement System (NYSTRS)
50
New York State Teachers Retirement System (NYSTRS)
New York
$27.1M 529,001 +16,350 +3%
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