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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.94B 30,237,096 +587,221 +2%
BlackRock
2
BlackRock
New York
$1.17B 18,306,790 +592,172 +3%
NLI
3
Nippon Life Insurance
Japan
$1.16B 18,137,000 – –
Capital Research Global Investors
4
Capital Research Global Investors
California
$882M 13,761,000 -1,751,000 -11%
State Street
5
State Street
Massachusetts
$856M 13,363,931 -258,959 -2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$836M 13,047,545 -1,123,144 -8%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$632M 9,862,594 -393,016 -4%
Northern Trust
8
Northern Trust
Illinois
$391M 6,103,085 -106,982 -2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$237M 3,705,442 -29,473 -0.8%
Norges Bank
10
Norges Bank
Norway
$198M 3,095,165 +1,710,000 +123%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$194M 3,020,597 +2,975,888 +6,656%
Harris Associates
12
Harris Associates
Illinois
$181M 2,823,271 -1,892,632 -40%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$175M 2,729,172 +25,039 +0.9%
MPI
14
Mairs & Power Inc
Minnesota
$166M 2,584,692 -14,523 -0.6%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$164M 2,559,116 -1,691,559 -40%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$99.7M 1,545,645 +100,091 +7%
Legal & General Group
17
Legal & General Group
United Kingdom
$94.5M 1,475,069 +17,889 +1%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$94.1M 1,468,919 -31,049 -2%
Goldman Sachs
19
Goldman Sachs
New York
$88.5M 1,381,397 +269,240 +24%
Bank of America
20
Bank of America
North Carolina
$83.9M 1,309,588 -34,421 -3%
Charles Schwab
21
Charles Schwab
California
$82.1M 1,281,046 +55,966 +5%
Allianz Asset Management
22
Allianz Asset Management
Germany
$79.9M 1,242,820 +489,011 +65%
Morgan Stanley
23
Morgan Stanley
New York
$69M 1,077,559 +301,700 +39%
Skandinaviska Enskilda Banken (SEB)
24
Skandinaviska Enskilda Banken (SEB)
Sweden
$68.3M 1,066,456 +30,000 +3%
Swiss National Bank
25
Swiss National Bank
Switzerland
$67.3M 1,050,263 +30,900 +3%
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