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Principal Financial Group
PFG

Overview Fund Activity

435 hedge funds and large institutions have $10.3B invested in Principal Financial Group in 2015 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 164 increasing their positions, 138 reducing their positions, and 23 closing their positions.

Holders
435
Holders Change
+21
Holders Change %
+5.07%
% of All Funds
11.73%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
45
Increased
164
Reduced
138
Closed
23
Calls
$23.3M
Puts
$10.2M
Net Calls
+$13.1M
Net Calls Change
+$8.62M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$508M
2
Victory Capital Management
2
Victory Capital Management
Texas
$52.3M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$133M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$67.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$379M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$515M
2
Goldman Sachs
2
Goldman Sachs
New York
$175M
3
WG
3
Winton Group
United Kingdom
$48M
4
Axa
4
Axa
France
$0
5
State Street
5
State Street
Massachusetts
$595M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.19B 23,195,441 +557,306 +2%
NLI
2
Nippon Life Insurance
Japan
$930M 18,137,000 – –
Wellington Management Group
3
Wellington Management Group
Massachusetts
$908M 17,709,660 -97,613 -0.5%
State Street
4
State Street
Massachusetts
$595M 11,606,753 -446,940 -4%
Harris Associates
5
Harris Associates
Illinois
$524M 10,211,927 -3,300 -0%
Capital Research Global Investors
6
Capital Research Global Investors
California
$515M 10,050,600 -6,514,000 -39%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$508M 9,899,124 +1,585,213 +19%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$379M 7,398,898 +674,787 +10%
BIT
9
BlackRock Institutional Trust
California
$369M 7,200,169 -168,575 -2%
Northern Trust
10
Northern Trust
Illinois
$368M 7,172,687 -193,916 -3%
BFA
11
BlackRock Fund Advisors
California
$211M 4,117,443 +24,719 +0.6%
Goldman Sachs
12
Goldman Sachs
New York
$175M 3,414,129 -875,803 -20%
MPI
13
Mairs & Power Inc
Minnesota
$150M 2,924,324 +1,195 +0%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$148M 2,881,051 +108,683 +4%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$143M 2,792,286 +408,152 +17%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$133M 2,619,590 +985,858 +60%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$111M 2,176,791 +14,081 +0.7%
BG
18
BlackRock Group
United Kingdom
$107M 2,094,195 -16,609 -0.8%
Bank of America
19
Bank of America
North Carolina
$85.5M 1,666,391 +61,715 +4%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$81.3M 1,585,922 -262,461 -14%
Citadel Advisors
21
Citadel Advisors
Florida
$76.1M 1,483,138 +316,654 +27%
TA
22
Teachers Advisors
New York
$74.6M 1,453,684 +40,140 +3%
Ameriprise
23
Ameriprise
Minnesota
$71.2M 1,388,386 -172,957 -11%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$67.2M 1,309,950 +705,029 +117%
TCIM
25
TIAA CREF Investment Management
New York
$66.3M 1,292,008 +66,522 +5%
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