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Principal Financial Group
PFG

Overview Fund Activity

572 hedge funds and large institutions have $8.69B invested in Principal Financial Group in 2018 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 186 increasing their positions, 198 reducing their positions, and 96 closing their positions.

Holders
572
Holders Change
-15
Holders Change %
-2.56%
% of All Funds
12.77%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
86
Increased
186
Reduced
198
Closed
96
Calls
$8.83M
Puts
$8.88M
Net Calls
-$51K
Net Calls Change
-$6.41M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$181M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$359M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$667M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.34B
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$183M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$229M
2
Capital World Investors
2
Capital World Investors
California
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Deutsche Bank
4
Deutsche Bank
Germany
$38M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$33.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.34B 30,373,191 +584,250 +2%
BlackRock
2
BlackRock
New York
$836M 18,920,630 -1,373 -0%
NLI
3
Nippon Life Insurance
Japan
$801M 18,137,000 – –
Capital Research Global Investors
4
Capital Research Global Investors
California
$667M 15,094,996 +975,645 +7%
State Street
5
State Street
Massachusetts
$548M 12,406,419 -208,070 -2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$408M 9,246,336 +211,349 +2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$359M 8,137,409 +1,155,996 +17%
Northern Trust
8
Northern Trust
Illinois
$234M 5,286,421 -18,691 -0.4%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$229M 5,189,207 -3,403,121 -40%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$183M 4,149,598 +550,835 +15%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$181M 4,108,866 +1,619,568 +65%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$175M 3,963,240 +264,669 +7%
Ameriprise
13
Ameriprise
Minnesota
$129M 2,926,219 +88,152 +3%
Norges Bank
14
Norges Bank
Norway
$126M 2,859,125 -83,379 -3%
Invesco
15
Invesco
Georgia
$118M 2,670,033 +434,334 +19%
MPI
16
Mairs & Power Inc
Minnesota
$117M 2,642,510 +32,595 +1%
Charles Schwab
17
Charles Schwab
California
$83.2M 1,883,304 +111,871 +6%
Goldman Sachs
18
Goldman Sachs
New York
$81.4M 1,842,731 -148,284 -7%
Legal & General Group
19
Legal & General Group
United Kingdom
$64.3M 1,454,936 +107,571 +8%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$54.4M 1,231,571 -117,800 -9%
UBS AM
21
UBS AM
Illinois
$49.9M 1,129,471 +46,852 +4%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$47.5M 1,090,155 +167,145 +18%
PPA
23
Parametric Portfolio Associates
Washington
$45.2M 1,023,555 +214,213 +26%
BCM
24
Bridgeway Capital Management
Texas
$42.8M 969,700 +10,300 +1%
Bank of America
25
Bank of America
North Carolina
$42.7M 967,510 -136,466 -12%
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