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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.61B 27,787,750 +1,543,855 +6%
NLI
2
Nippon Life Insurance
Japan
$1.05B 18,137,000 – –
Wellington Management Group
3
Wellington Management Group
Massachusetts
$983M 16,988,026 -1,965,214 -10%
Capital Research Global Investors
4
Capital Research Global Investors
California
$898M 15,512,000 +7,281,000 +88%
State Street
5
State Street
Massachusetts
$781M 13,498,929 +1,698,389 +14%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$595M 10,280,035 +3,024,690 +42%
BIT
7
BlackRock Institutional Trust
California
$446M 7,708,632 -22,846 -0.3%
Northern Trust
8
Northern Trust
Illinois
$357M 6,170,542 +177,784 +3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$309M 5,346,153 -261,766 -5%
BFA
10
BlackRock Fund Advisors
California
$307M 5,311,751 +673,082 +15%
Harris Associates
11
Harris Associates
Illinois
$276M 4,770,703 -7,284,419 -60%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$211M 3,650,340 +17,769 +0.5%
MPI
13
Mairs & Power Inc
Minnesota
$159M 2,749,359 -133,555 -5%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$142M 2,463,234 +112,801 +5%
BG
15
BlackRock Group
United Kingdom
$141M 2,445,153 +125,468 +5%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$105M 1,806,572 -22,813 -1%
Norges Bank
17
Norges Bank
Norway
$90.6M 1,565,455 -69,476 -4%
Ameriprise
18
Ameriprise
Minnesota
$88.1M 1,521,994 -16,931 -1%
TA
19
Teachers Advisors
New York
$84.9M 1,466,849 -754,935 -34%
Legal & General Group
20
Legal & General Group
United Kingdom
$81.7M 1,412,533 +16,349 +1%
Bank of America
21
Bank of America
North Carolina
$77.9M 1,346,246 -165,534 -11%
PAM
22
Panagora Asset Management
Massachusetts
$77.4M 1,336,888 -246,996 -16%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$66.6M 1,150,596 +85,233 +8%
Charles Schwab
24
Charles Schwab
California
$66M 1,140,529 +35,113 +3%
Goldman Sachs
25
Goldman Sachs
New York
$63.7M 1,100,126 +29,954 +3%
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