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Principal Financial Group
PFG

Overview Fund Activity

441 hedge funds and large institutions have $9.44B invested in Principal Financial Group in 2015 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 181 increasing their positions, 135 reducing their positions, and 35 closing their positions.

Holders
441
Holders Change
+6
Holders Change %
+1.38%
% of All Funds
12.33%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
43
Increased
181
Reduced
135
Closed
35
Calls
$17.8M
Puts
$5.61M
Net Calls
+$12.2M
Net Calls Change
-$923K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$912M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$161M
3
Bank of America
3
Bank of America
North Carolina
$103M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.12B
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$95.9M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$426M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$79.4M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$26M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$2.29M
Name Market Value Shares Shares
Change 		Shares
Change %
Norges Bank
26
Norges Bank
Norway
$51.2M 1,081,116 +61,707 +6%
Capital International Investors
27
Capital International Investors
California
$45.4M 958,000 – –
Prudential Financial
28
Prudential Financial
New Jersey
$44.4M 937,596 +39,000 +4%
Charles Schwab
29
Charles Schwab
California
$43.5M 915,976 -62,443 -6%
UBS AM
30
UBS AM
Illinois
$42M 887,836 -85,753 -9%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$41.2M 871,028 +7,580 +0.9%
CS
32
Credit Suisse
Switzerland
$38.4M 810,695 +164,877 +26%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$37.3M 787,400 -24,800 -3%
Credit Agricole
34
Credit Agricole
France
$37M 781,825 +303,105 +63%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$37M 781,450 -28,675 -4%
PAM
36
Panagora Asset Management
Massachusetts
$36.6M 773,643 +420,899 +119%
Deutsche Bank
37
Deutsche Bank
Germany
$33M 697,386 +26,505 +4%
BlackRock
38
BlackRock
New York
$30.9M 651,863 +64,938 +11%
BIM
39
BlackRock Investment Management
Delaware
$30.3M 639,129 +3,089 +0.5%
GC
40
Guggenheim Capital
Illinois
$28.5M 601,593 -222,901 -27%
Wells Fargo
41
Wells Fargo
California
$27.5M 580,908 -4,679 -0.8%
Mitsubishi UFJ Trust & Banking
42
Mitsubishi UFJ Trust & Banking
Japan
$27.4M 578,161 +11,438 +2%
JHIU
43
Janus Henderson Investors US
Colorado
$27.2M 574,141 -58,838 -9%
FWCM
44
Ferguson Wellman Capital Management
Oregon
$26.6M 560,981 +173,995 +45%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$26.2M 554,015 +16,357 +3%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$26M 548,927 -761,023 -58%
WCM
47
Wedge Capital Management
North Carolina
$25.5M 538,745 -138,350 -20%
PPA
48
Parametric Portfolio Associates
Washington
$25.4M 535,989 +31,080 +6%
New York State Teachers Retirement System (NYSTRS)
49
New York State Teachers Retirement System (NYSTRS)
New York
$25.1M 529,707 +706 +0.1%
Swiss National Bank
50
Swiss National Bank
Switzerland
$24.9M 525,963 +51,300 +11%
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