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Principal Financial Group
PFG

Overview Fund Activity

590 hedge funds and large institutions have $10.1B invested in Principal Financial Group in 2019 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 185 increasing their positions, 215 reducing their positions, and 48 closing their positions.

Holders
590
Holders Change
+18
Holders Change %
+3.15%
% of All Funds
12.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
73
Increased
185
Reduced
215
Closed
48
Calls
$8.52M
Puts
$8.08M
Net Calls
+$442K
Net Calls Change
+$493K

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.18B
2
O
2
OppenheimerFunds
New York
$41.4M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$84.8M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$432M
5
Invesco
5
Invesco
Georgia
$157M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$128M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$403M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$13.9M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$177M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$12.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.51B 30,148,831 -224,360 -0.7%
BlackRock
2
BlackRock
New York
$1.18B 23,469,104 +4,548,474 +24%
NLI
3
Nippon Life Insurance
Japan
$910M 18,137,000 – –
Capital Research Global Investors
4
Capital Research Global Investors
California
$758M 15,097,961 +2,965 +0%
State Street
5
State Street
Massachusetts
$640M 12,744,062 +337,643 +3%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$432M 8,609,704 +472,295 +6%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$403M 8,023,835 -1,222,501 -13%
Northern Trust
8
Northern Trust
Illinois
$261M 5,199,285 -87,136 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$203M 4,059,465 -90,133 -2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$198M 3,940,417 -22,823 -0.6%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$177M 3,525,250 -583,616 -14%
Invesco
12
Invesco
Georgia
$157M 3,137,086 +467,053 +17%
MPI
13
Mairs & Power Inc
Minnesota
$144M 2,870,717 +228,207 +9%
Norges Bank
14
Norges Bank
Norway
$144M 2,859,125 – –
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$128M 2,559,687 -2,629,520 -51%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$127M 2,529,930 -281,440 -10%
Ameriprise
17
Ameriprise
Minnesota
$125M 2,487,696 -438,523 -15%
Goldman Sachs
18
Goldman Sachs
New York
$111M 2,206,860 +364,129 +20%
Charles Schwab
19
Charles Schwab
California
$98.7M 1,966,583 +83,279 +4%
Legal & General Group
20
Legal & General Group
United Kingdom
$87.3M 1,740,240 +285,304 +20%
First Trust Advisors
21
First Trust Advisors
Illinois
$84.8M 1,688,807 +785,974 +87%
Bank of America
22
Bank of America
North Carolina
$65.1M 1,297,069 +329,559 +34%
UBS AM
23
UBS AM
Illinois
$62.4M 1,242,765 +113,294 +10%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$54.3M 1,082,131 -8,024 -0.7%
PPA
25
Parametric Portfolio Associates
Washington
$53.7M 1,069,434 +45,879 +4%
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