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Principal Financial Group
PFG

Overview Fund Activity

629 hedge funds and large institutions have $14.4B invested in Principal Financial Group in 2017 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 211 increasing their positions, 195 reducing their positions, and 36 closing their positions.

Holders
629
Holders Change
+72
Holders Change %
+12.93%
% of All Funds
14.29%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
112
Increased
211
Reduced
195
Closed
36
Calls
$10.3M
Puts
$5.95M
Net Calls
+$4.32M
Net Calls Change
-$4.44M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.06B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.19B
3
American Century Companies
3
American Century Companies
Missouri
$59.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$212M
5
Millennium Management
5
Millennium Management
New York
$66.5M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$804M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$98.1M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$88M
4
Credit Agricole
4
Credit Agricole
France
$0
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$572K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.19B 31,021,112 +849,015 +3%
BlackRock
2
BlackRock
New York
$1.39B 19,698,655 +24,235 +0.1%
NLI
3
Nippon Life Insurance
Japan
$1.28B 18,137,000 – –
Capital Research Global Investors
4
Capital Research Global Investors
California
$1.06B 15,028,500 +1,107,500 +8%
State Street
5
State Street
Massachusetts
$952M 13,495,108 +255,167 +2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$804M 11,399,319 -975,908 -8%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$568M 8,044,978 -91,902 -1%
Northern Trust
8
Northern Trust
Illinois
$429M 6,081,419 -173,826 -3%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$249M 3,535,000 -127,171 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$215M 3,054,197 +236,694 +8%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$212M 2,998,949 +688,800 +30%
Norges Bank
12
Norges Bank
Norway
$206M 2,923,498 -171,667 -6%
MPI
13
Mairs & Power Inc
Minnesota
$181M 2,570,791 -21,663 -0.8%
Goldman Sachs
14
Goldman Sachs
New York
$159M 2,254,679 +486,359 +28%
JIM
15
Jupiter Investment Management
United Kingdom
$114M 1,612,510 +431,914 +37%
Harris Associates
16
Harris Associates
Illinois
$102M 1,450,153 -321,113 -18%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$102M 1,448,466 -1,204 -0.1%
Bank of America
18
Bank of America
North Carolina
$102M 1,438,718 -46,812 -3%
Legal & General Group
19
Legal & General Group
United Kingdom
$101M 1,428,390 -77,786 -5%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$98.1M 1,389,903 -937,133 -40%
Charles Schwab
21
Charles Schwab
California
$97.7M 1,384,166 +71,076 +5%
Allianz Asset Management
22
Allianz Asset Management
Germany
$91.3M 1,293,644 -314,244 -20%
Morgan Stanley
23
Morgan Stanley
New York
$88.5M 1,254,037 -300,910 -19%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$88M 1,246,750 -560,960 -31%
Skandinaviska Enskilda Banken (SEB)
25
Skandinaviska Enskilda Banken (SEB)
Sweden
$85.1M 1,206,114 -7,442 -0.6%
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