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Principal Financial Group
PFG

Overview Fund Activity

609 hedge funds and large institutions have $11.7B invested in Principal Financial Group in 2019 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 208 increasing their positions, 204 reducing their positions, and 51 closing their positions.

Holders
609
Holders Change
+19
Holders Change %
+3.22%
% of All Funds
13.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
79
Increased
208
Reduced
204
Closed
51
Calls
$41.8M
Puts
$9.49M
Net Calls
+$32.3M
Net Calls Change
+$31.8M

Top Buyers

1
AL
1
AJO LP
Pennsylvania
$86.2M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$77.7M
3
Invesco
3
Invesco
Georgia
$228M
4
Axa
4
Axa
France
$27.5M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$27.4M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.27B
2
AAMU
2
Amundi Asset Management US
Massachusetts
$10.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$92.4M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$46.7M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$440M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.76B 30,454,224 +305,393 +1%
BlackRock
2
BlackRock
New York
$1.27B 21,974,328 -1,494,776 -6%
NLI
3
Nippon Life Insurance
Japan
$1.05B 18,137,000 – –
Capital Research Global Investors
4
Capital Research Global Investors
California
$875M 15,109,300 +11,339 +0.1%
State Street
5
State Street
Massachusetts
$745M 12,862,426 +118,364 +0.9%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$479M 8,274,051 -335,653 -4%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$440M 7,589,740 -434,095 -5%
Northern Trust
8
Northern Trust
Illinois
$297M 5,134,394 -64,891 -1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$242M 4,182,858 +123,393 +3%
Invesco
10
Invesco
Georgia
$228M 3,938,036 +800,950 +26%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$227M 3,927,560 -12,857 -0.3%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$204M 3,529,635 +4,385 +0.1%
MPI
13
Mairs & Power Inc
Minnesota
$168M 2,901,102 +30,385 +1%
Norges Bank
14
Norges Bank
Norway
$166M 2,859,125 – –
Ameriprise
15
Ameriprise
Minnesota
$157M 2,709,752 +222,056 +9%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$137M 2,369,009 -160,921 -6%
Goldman Sachs
17
Goldman Sachs
New York
$120M 2,069,737 -137,123 -6%
Charles Schwab
18
Charles Schwab
California
$118M 2,036,598 +70,015 +4%
Legal & General Group
19
Legal & General Group
United Kingdom
$98.9M 1,706,700 -33,540 -2%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$92.4M 1,626,689 -932,998 -36%
AL
21
AJO LP
Pennsylvania
$86.2M 1,487,680 +1,487,680 New
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$77.7M 1,342,167 +1,335,218 +19,215%
UBS AM
23
UBS AM
Illinois
$71.4M 1,233,364 -9,401 -0.8%
Bank of America
24
Bank of America
North Carolina
$63.4M 1,095,265 -201,804 -16%
PPA
25
Parametric Portfolio Associates
Washington
$62.3M 1,075,807 +6,373 +0.6%
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