PFG icon

Principal Financial Group
PFG

Overview Fund Activity

595 hedge funds and large institutions have $10.7B invested in Principal Financial Group in 2018 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 206 increasing their positions, 213 reducing their positions, and 66 closing their positions.

Holders
595
Holders Change
-15
Holders Change %
-2.46%
% of All Funds
13.64%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
57
Increased
206
Reduced
213
Closed
66
Calls
$56.5M
Puts
$10.2M
Net Calls
+$46.3M
Net Calls Change
-$3.96M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$519M
2
Ameriprise
2
Ameriprise
Minnesota
$68.6M
3
AA
3
ALPS Advisors
Colorado
$44.9M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$68M
5
BCM
5
Bridgeway Capital Management
Texas
$34.5M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$303M
2
JIM
2
Jupiter Investment Management
United Kingdom
$771K
3
GC
3
Guggenheim Capital
Illinois
$11M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$486M
5
MWNA
5
Marshall Wace North America
New York
$1.42M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.57B 29,720,854 -577,551 -2%
BlackRock
2
BlackRock
New York
$1.05B 19,878,914 +102,234 +0.5%
NLI
3
Nippon Life Insurance
Japan
$960M 18,137,000 – –
Capital Research Global Investors
4
Capital Research Global Investors
California
$810M 15,304,087 +187 +0%
State Street
5
State Street
Massachusetts
$636M 12,018,698 -567,864 -5%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$519M 9,804,493 +8,023,624 +451%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$486M 9,179,631 -671,004 -7%
Northern Trust
8
Northern Trust
Illinois
$308M 5,807,759 -169,286 -3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$303M 5,713,779 -1,359,987 -19%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$192M 3,631,823 +2,843 +0.1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$182M 3,447,898 +129,072 +4%
Norges Bank
12
Norges Bank
Norway
$161M 3,046,371 -17,434 -0.6%
MPI
13
Mairs & Power Inc
Minnesota
$135M 2,558,334 -16,778 -0.7%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$131M 2,476,223 -119,968 -5%
Goldman Sachs
15
Goldman Sachs
New York
$97.9M 1,848,065 -196,726 -10%
Charles Schwab
16
Charles Schwab
California
$89.4M 1,688,015 +45,100 +3%
Deutsche Bank
17
Deutsche Bank
Germany
$81.2M 1,533,635 +97,712 +7%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$80.3M 1,515,254 +138,878 +10%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$72.4M 1,367,723 -59,596 -4%
Legal & General Group
20
Legal & General Group
United Kingdom
$68.9M 1,301,754 -74,695 -5%
Ameriprise
21
Ameriprise
Minnesota
$68.6M 1,296,154 +927,075 +251%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$68M 1,284,971 +716,300 +126%
Invesco
23
Invesco
Georgia
$66.5M 1,256,600 +612,261 +95%
Morgan Stanley
24
Morgan Stanley
New York
$66.4M 1,253,735 +366,362 +41%
Allianz Asset Management
25
Allianz Asset Management
Germany
$62.5M 1,179,570 -116,492 -9%
1
2 3 4 5