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Principal Financial Group
PFG

Overview Fund Activity

564 hedge funds and large institutions have $12.8B invested in Principal Financial Group in 2017 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 185 increasing their positions, 208 reducing their positions, and 31 closing their positions.

Holders
564
Holders Change
+32
Holders Change %
+6.02%
% of All Funds
14.08%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.25%
New
66
Increased
185
Reduced
208
Closed
31
Calls
$20.7M
Puts
$3.75M
Net Calls
+$16.9M
Net Calls Change
-$1.01M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$194M
2
Norges Bank
2
Norges Bank
Norway
$198M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$42.8M
4
BlackRock
4
BlackRock
New York
$1.17B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.94B

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$181M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$882M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$164M
4
Ameriprise
4
Ameriprise
Minnesota
$13.1M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$836M
Name Market Value Shares Shares
Change 		Shares
Change %
TA
26
Teachers Advisors
New York
$64.9M 1,012,955 -239,682 -19%
Prudential Financial
27
Prudential Financial
New Jersey
$60M 936,976 -12,411 -1%
UBS AM
28
UBS AM
Illinois
$56.9M 887,657 +18,036 +2%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$56.4M 880,290 +51,350 +6%
GC
30
Guggenheim Capital
Illinois
$55.9M 872,979 -3,973 -0.5%
CS
31
Credit Suisse
Switzerland
$54.8M 855,517 +152,469 +22%
GT
32
Glenmede Trust
Pennsylvania
$50.6M 801,385 – –
PPA
33
Parametric Portfolio Associates
Washington
$50M 781,035 +224,668 +40%
Deutsche Bank
34
Deutsche Bank
Germany
$47.6M 743,536 +4,996 +0.7%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$46.2M 720,700 -20,500 -3%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$45.3M 707,208 -66,393 -9%
Nordea Investment Management
37
Nordea Investment Management
Sweden
$42.8M 668,624 +629,604 +1,614%
TCIM
38
TIAA CREF Investment Management
New York
$41.9M 654,648 -69,898 -10%
JIM
39
Jupiter Investment Management
United Kingdom
$37M 577,254 +435,064 +306%
Mitsubishi UFJ Trust & Banking
40
Mitsubishi UFJ Trust & Banking
Japan
$36.9M 575,657 -2,643 -0.5%
Invesco
41
Invesco
Georgia
$35.7M 557,314 -71,217 -11%
ORIO
42
Old Republic International (ORI)
Illinois
$35.6M 555,000 – –
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$33.5M 522,741 -188,797 -27%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$32.7M 510,469 -38,827 -7%
Credit Agricole
45
Credit Agricole
France
$32M 499,760 +21,067 +4%
WCM
46
Wedge Capital Management
North Carolina
$31.9M 497,838 -20,393 -4%
AllianceBernstein
47
AllianceBernstein
Tennessee
$31.9M 497,833 +30,486 +7%
Robeco Institutional Asset Management
48
Robeco Institutional Asset Management
Netherlands
$31.8M 496,328 +14,586 +3%
T. Rowe Price Associates
49
T. Rowe Price Associates
Maryland
$31.8M 496,126 +1,120 +0.2%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$31M 483,198 +3,736 +0.8%
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