PFG icon

Principal Financial Group
PFG

Overview Fund Activity

587 hedge funds and large institutions have $12B invested in Principal Financial Group in 2018 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 205 increasing their positions, 197 reducing their positions, and 68 closing their positions.

Holders
587
Holders Change
-8
Holders Change %
-1.34%
% of All Funds
13.44%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
69
Increased
205
Reduced
197
Closed
68
Calls
$13.2M
Puts
$6.85M
Net Calls
+$6.36M
Net Calls Change
-$40M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$141M
2
Ameriprise
2
Ameriprise
Minnesota
$166M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$409M
4
Invesco
4
Invesco
Georgia
$131M
5
CI
5
Cambiar Investors
Colorado
$36.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$503M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$827M
3
BlackRock
3
BlackRock
New York
$1.11B
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$26.4M
5
Northern Trust
5
Northern Trust
Illinois
$311M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.75B 29,788,941 +68,087 +0.2%
BlackRock
2
BlackRock
New York
$1.11B 18,922,003 -956,911 -5%
NLI
3
Nippon Life Insurance
Japan
$1.06B 18,137,000 – –
Capital Research Global Investors
4
Capital Research Global Investors
California
$827M 14,119,351 -1,184,736 -8%
State Street
5
State Street
Massachusetts
$739M 12,614,489 +595,791 +5%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$529M 9,034,987 -144,644 -2%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$503M 8,592,328 -1,212,165 -12%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$409M 6,981,413 +1,267,634 +22%
Northern Trust
9
Northern Trust
Illinois
$311M 5,305,112 -502,647 -9%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$217M 3,698,571 +66,748 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$210M 3,598,763 +150,865 +4%
Norges Bank
12
Norges Bank
Norway
$172M 2,942,504 -103,867 -3%
Ameriprise
13
Ameriprise
Minnesota
$166M 2,838,067 +1,541,913 +119%
MPI
14
Mairs & Power Inc
Minnesota
$153M 2,609,915 +51,581 +2%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$146M 2,489,298 +13,075 +0.5%
Capital World Investors
16
Capital World Investors
California
$141M 2,411,000 +2,411,000 New
Invesco
17
Invesco
Georgia
$131M 2,235,699 +979,099 +78%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$122M 2,088,392 +573,138 +38%
Goldman Sachs
19
Goldman Sachs
New York
$117M 1,991,015 +142,950 +8%
Charles Schwab
20
Charles Schwab
California
$104M 1,771,433 +83,418 +5%
Deutsche Bank
21
Deutsche Bank
Germany
$91.7M 1,565,372 +31,737 +2%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$80.1M 1,366,992 -731 -0.1%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$79.1M 1,349,371 +64,400 +5%
Legal & General Group
24
Legal & General Group
United Kingdom
$78.9M 1,347,365 +45,611 +4%
First Trust Advisors
25
First Trust Advisors
Illinois
$76.1M 1,299,262 +600,798 +86%
1
2 3 4 5