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Principal Financial Group
PFG

Overview Fund Activity

537 hedge funds and large institutions have $11.8B invested in Principal Financial Group in 2016 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 172 increasing their positions, 160 reducing their positions, and 36 closing their positions.

Holders
537
Holders Change
+64
Holders Change %
+13.53%
% of All Funds
13.45%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.18%
New
107
Increased
172
Reduced
160
Closed
36
Calls
$31.7M
Puts
$17.7M
Net Calls
+$14.1M
Net Calls Change
+$9.31M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$898M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$595M
3
State Street
3
State Street
Massachusetts
$781M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.61B
5
BFA
5
BlackRock Fund Advisors
California
$307M

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$276M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$983M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$0
4
TA
4
Teachers Advisors
New York
$84.9M
5
TCIM
5
TIAA CREF Investment Management
New York
$52.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Skandinaviska Enskilda Banken (SEB)
26
Skandinaviska Enskilda Banken (SEB)
Sweden
$60.1M 1,037,953 +621,266 +149%
Prudential Financial
27
Prudential Financial
New Jersey
$54.5M 941,781 -2,130 -0.2%
TCIM
28
TIAA CREF Investment Management
New York
$52.6M 908,828 -594,320 -40%
Morgan Stanley
29
Morgan Stanley
New York
$52.4M 904,837 +615,637 +213%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$46.6M 805,988 -6,242 -0.8%
Swiss National Bank
31
Swiss National Bank
Switzerland
$46.3M 800,963 -2,000 -0.2%
GT
32
Glenmede Trust
Pennsylvania
$46.1M 797,097 +473,967 +147%
UBS AM
33
UBS AM
Illinois
$45.7M 790,514 -4,493 -0.6%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$45.7M 790,041 +124,330 +19%
GC
35
Guggenheim Capital
Illinois
$45.2M 781,821 -53,617 -6%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$44.5M 768,400 +2,200 +0.3%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$43.6M 752,900 -13,200 -2%
CS
38
Credit Suisse
Switzerland
$43.2M 747,382 -15,777 -2%
BlackRock
39
BlackRock
New York
$43.1M 745,478 -53,532 -7%
PPA
40
Parametric Portfolio Associates
Washington
$43M 742,783 -8,157 -1%
BIM
41
BlackRock Investment Management
Delaware
$37.5M 648,834 +22,057 +4%
American Century Companies
42
American Century Companies
Missouri
$35.2M 607,654 -148,842 -20%
Invesco
43
Invesco
Georgia
$34.4M 594,964 +86,618 +17%
Mitsubishi UFJ Trust & Banking
44
Mitsubishi UFJ Trust & Banking
Japan
$33.8M 583,591 -15,046 -3%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$33.2M 573,196 -14,700 -3%
Deutsche Bank
46
Deutsche Bank
Germany
$32.7M 565,542 -463,335 -45%
Wells Fargo
47
Wells Fargo
California
$32.5M 561,698 +32,321 +6%
ORIO
48
Old Republic International (ORI)
Illinois
$32.1M 555,000 – –
Credit Agricole
49
Credit Agricole
France
$32.1M 554,882 +22,330 +4%
NIPH
50
NN Investment Partners Holdings
Netherlands
$29.8M 514,224 +360,405 +234%
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