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Principal Financial Group
PFG

Overview Fund Activity

610 hedge funds and large institutions have $12.2B invested in Principal Financial Group in 2018 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 203 increasing their positions, 213 reducing their positions, and 75 closing their positions.

Holders
610
Holders Change
-19
Holders Change %
-3.02%
% of All Funds
14%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
63
Increased
203
Reduced
213
Closed
75
Calls
$59.4M
Puts
$9.15M
Net Calls
+$50.3M
Net Calls Change
+$46M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$108M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$46.8M
3
MWNA
3
Marshall Wace North America
New York
$39.1M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$36.4M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$21.9M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$600M
2
Harris Associates
2
Harris Associates
Illinois
$13.3M
3
Skandinaviska Enskilda Banken (SEB)
3
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.08M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$431M
5
State Street
5
State Street
Massachusetts
$767M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.85B 30,298,405 -722,707 -2%
BlackRock
2
BlackRock
New York
$1.2B 19,776,680 +78,025 +0.4%
NLI
3
Nippon Life Insurance
Japan
$1.1B 18,137,000 – –
Capital Research Global Investors
4
Capital Research Global Investors
California
$932M 15,303,900 +275,400 +2%
State Street
5
State Street
Massachusetts
$767M 12,586,562 -908,546 -7%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$600M 9,850,635 -1,548,684 -14%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$431M 7,073,766 -971,212 -12%
Northern Trust
8
Northern Trust
Illinois
$364M 5,977,045 -104,374 -2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$221M 3,628,980 +93,980 +3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$202M 3,318,826 +264,629 +9%
Norges Bank
11
Norges Bank
Norway
$187M 3,063,805 +140,307 +5%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$158M 2,596,191 -402,758 -13%
MPI
13
Mairs & Power Inc
Minnesota
$157M 2,575,112 +4,321 +0.2%
Goldman Sachs
14
Goldman Sachs
New York
$125M 2,044,791 -209,888 -9%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$108M 1,780,869 +1,367,946 +331%
Charles Schwab
16
Charles Schwab
California
$100M 1,642,915 +258,749 +19%
Deutsche Bank
17
Deutsche Bank
Germany
$87.5M 1,435,923 +260,719 +22%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$86.9M 1,427,319 -21,147 -1%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$84.2M 1,382,836 -7,067 -0.5%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$83.8M 1,376,376 +129,626 +10%
Legal & General Group
21
Legal & General Group
United Kingdom
$83.8M 1,376,449 -51,941 -4%
Allianz Asset Management
22
Allianz Asset Management
Germany
$78.9M 1,296,062 +2,418 +0.2%
Bank of America
23
Bank of America
North Carolina
$78.6M 1,290,104 -148,614 -10%
UBS AM
24
UBS AM
Illinois
$69.8M 1,146,222 +106,121 +10%
JIM
25
Jupiter Investment Management
United Kingdom
$60.5M 992,533 -619,977 -38%
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