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Principal Financial Group
PFG

Overview Fund Activity

431 hedge funds and large institutions have $10.3B invested in Principal Financial Group in 2014 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 150 increasing their positions, 147 reducing their positions, and 30 closing their positions.

Holders
431
Holders Change
+14
Holders Change %
+3.36%
% of All Funds
11.5%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
52
Increased
150
Reduced
147
Closed
30
Calls
$7.28M
Puts
$6.52M
Net Calls
+$758K
Net Calls Change
+$2.59M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$871M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$272M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$71.6M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$43.6M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.12B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$910M
2
Bank of America
2
Bank of America
North Carolina
$89.3M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$23.5M
4
WG
4
Winton Group
United Kingdom
$5.85M
5
Goldman Sachs
5
Goldman Sachs
New York
$263M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.12B 21,554,308 +685,454 +3%
NLI
2
Nippon Life Insurance
Japan
$942M 18,137,000 – –
Capital Research Global Investors
3
Capital Research Global Investors
California
$910M 17,522,600 -2,065,000 -11%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$871M 16,761,509 +1,491,514 +10%
State Street
5
State Street
Massachusetts
$651M 12,538,495 +352,896 +3%
Harris Associates
6
Harris Associates
Illinois
$531M 10,215,727 -6,250 -0.1%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$489M 9,412,733 -427,757 -4%
Northern Trust
8
Northern Trust
Illinois
$388M 7,474,168 -262,952 -3%
BIT
9
BlackRock Institutional Trust
California
$377M 7,257,389 -7,731 -0.1%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$272M 5,238,421 +1,219,247 +30%
Goldman Sachs
11
Goldman Sachs
New York
$263M 5,072,703 -503,467 -9%
BFA
12
BlackRock Fund Advisors
California
$215M 4,142,792 +303,927 +8%
MPI
13
Mairs & Power Inc
Minnesota
$149M 2,864,672 -20,275 -0.7%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$133M 2,564,061 +471,076 +23%
BG
15
BlackRock Group
United Kingdom
$115M 2,204,806 +158,253 +8%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$108M 2,080,153 +64,408 +3%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$102M 1,967,946 +288,352 +17%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$98.1M 1,888,111 +184,854 +11%
Bank of America
19
Bank of America
North Carolina
$89.3M 1,718,822 -642,246 -27%
Ameriprise
20
Ameriprise
Minnesota
$80.2M 1,544,049 -9,557 -0.6%
1832 Asset Management
21
1832 Asset Management
Ontario, Canada
$71.6M 1,383,600 +1,182,000 +586%
TA
22
Teachers Advisors
New York
$69.2M 1,331,811 -3,488 -0.3%
UBS AM
23
UBS AM
Illinois
$62.6M 1,206,117 +100,251 +9%
Legal & General Group
24
Legal & General Group
United Kingdom
$61.8M 1,188,989 +6,730 +0.6%
TCIM
25
TIAA CREF Investment Management
New York
$61.4M 1,181,774 -294,328 -20%
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