PFG icon

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 %
Capital Research Global Investors
1
Capital Research Global Investors
California
$857M 20,013,600 +915,000 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$814M 19,015,131 +586,612 +3%
NLI
3
Nippon Life Insurance
Japan
$777M 18,137,000 – –
Bank of New York Mellon
4
Bank of New York Mellon
New York
$600M 14,003,371 -2,401,229 -15%
State Street
5
State Street
Massachusetts
$527M 12,296,791 -134,137 -1%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$448M 10,456,389 -2,299,091 -18%
Harris Associates
7
Harris Associates
Illinois
$415M 9,681,900 +1,700 +0%
Northern Trust
8
Northern Trust
Illinois
$364M 8,497,070 -374,747 -4%
BIT
9
BlackRock Institutional Trust
California
$309M 7,206,263 -198,829 -3%
Goldman Sachs
10
Goldman Sachs
New York
$263M 6,144,671 -520,627 -8%
BFA
11
BlackRock Fund Advisors
California
$148M 3,464,749 +35,217 +1%
UBS AM
12
UBS AM
Illinois
$133M 3,111,668 -73,718 -2%
MPI
13
Mairs & Power Inc
Minnesota
$113M 2,639,222 -47,967 -2%
AGA
14
Altrinsic Global Advisors
Connecticut
$103M 2,402,406 -1,242,610 -34%
Ameriprise
15
Ameriprise
Minnesota
$93M 2,171,678 -387,189 -15%
BG
16
BlackRock Group
United Kingdom
$87.7M 2,048,783 +93,766 +5%
TCIM
17
TIAA CREF Investment Management
New York
$85.2M 1,990,291 -60,322 -3%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$83.8M 1,956,073 +38,167 +2%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$81.8M 1,909,660 +66,766 +4%
Bank of America
20
Bank of America
North Carolina
$79.1M 1,847,495 +22,720 +1%
SI
21
Scout Investments
Missouri
$70.8M 1,653,062 -183,917 -10%
Legal & General Group
22
Legal & General Group
United Kingdom
$59.4M 1,386,617 -112,034 -7%
TA
23
Teachers Advisors
New York
$57.5M 1,341,697 +5,378 +0.4%
Deutsche Bank
24
Deutsche Bank
Germany
$55.8M 1,302,103 -374,060 -22%
Axa
25
Axa
France
$51.7M 1,207,810 +577,200 +92%
1
2 3 4 5