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Principal Financial Group
PFG

Overview Fund Activity

557 hedge funds and large institutions have $13B invested in Principal Financial Group in 2017 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 215 increasing their positions, 177 reducing their positions, and 45 closing their positions.

Holders
557
Holders Change
-7
Holders Change %
-1.24%
% of All Funds
13.91%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.2%
New
46
Increased
215
Reduced
177
Closed
45
Calls
$14.2M
Puts
$5.48M
Net Calls
+$8.76M
Net Calls Change
-$8.17M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.27B
2
JIM
2
Jupiter Investment Management
United Kingdom
$76M
3
Morgan Stanley
3
Morgan Stanley
New York
$100M
4
Goldman Sachs
4
Goldman Sachs
New York
$114M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$25.4M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$524M
2
Harris Associates
2
Harris Associates
Illinois
$114M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$150M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$796M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$149M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.94B 30,172,097 -64,999 -0.2%
BlackRock
2
BlackRock
New York
$1.27B 19,674,420 +1,367,630 +7%
NLI
3
Nippon Life Insurance
Japan
$1.17B 18,137,000 – –
Capital Research Global Investors
4
Capital Research Global Investors
California
$896M 13,921,000 +160,000 +1%
State Street
5
State Street
Massachusetts
$852M 13,239,941 -123,990 -0.9%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$796M 12,375,227 -672,318 -5%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$524M 8,136,880 -1,725,714 -17%
Northern Trust
8
Northern Trust
Illinois
$402M 6,255,245 +152,160 +2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$236M 3,662,171 -43,271 -1%
Norges Bank
10
Norges Bank
Norway
$199M 3,095,165 – –
Geode Capital Management
11
Geode Capital Management
Massachusetts
$181M 2,817,503 +88,331 +3%
MPI
12
Mairs & Power Inc
Minnesota
$167M 2,592,454 +7,762 +0.3%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$150M 2,327,036 -693,561 -23%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$149M 2,310,149 -248,967 -10%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$116M 1,807,710 +262,065 +17%
Harris Associates
16
Harris Associates
Illinois
$114M 1,771,266 -1,052,005 -37%
Goldman Sachs
17
Goldman Sachs
New York
$114M 1,768,320 +386,923 +28%
Allianz Asset Management
18
Allianz Asset Management
Germany
$103M 1,607,888 +365,068 +29%
Morgan Stanley
19
Morgan Stanley
New York
$100M 1,554,947 +477,388 +44%
Legal & General Group
20
Legal & General Group
United Kingdom
$96.9M 1,506,176 +31,107 +2%
Bank of America
21
Bank of America
North Carolina
$95.6M 1,485,530 +175,942 +13%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$93.3M 1,449,670 -19,249 -1%
Charles Schwab
23
Charles Schwab
California
$84.5M 1,313,090 +32,044 +3%
Skandinaviska Enskilda Banken (SEB)
24
Skandinaviska Enskilda Banken (SEB)
Sweden
$78.1M 1,213,556 +147,100 +14%
JIM
25
Jupiter Investment Management
United Kingdom
$76M 1,180,596 +603,342 +105%
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