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Principal Financial Group
PFG

Overview Fund Activity

613 hedge funds and large institutions have $11.4B invested in Principal Financial Group in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 223 increasing their positions, 227 reducing their positions, and 47 closing their positions.

Holders
613
Holders Change
+4
Holders Change %
+0.66%
% of All Funds
13.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
54
Increased
223
Reduced
227
Closed
47
Calls
$18M
Puts
$8.14M
Net Calls
+$9.83M
Net Calls Change
-$22.4M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.77B
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$28.5M
3
JIM
3
Jupiter Investment Management
United Kingdom
$27.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$143M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$36.2M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$778M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$413M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$159M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$108M
5
Invesco
5
Invesco
Georgia
$201M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.77B 30,992,371 +538,147 +2%
BlackRock
2
BlackRock
New York
$1.27B 22,250,241 +275,913 +1%
NLI
3
Nippon Life Insurance
Japan
$1.04B 18,137,000 – –
Capital Research Global Investors
4
Capital Research Global Investors
California
$778M 13,615,978 -1,493,322 -10%
State Street
5
State Street
Massachusetts
$722M 12,635,052 -227,374 -2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$415M 7,267,970 -321,770 -4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$413M 7,231,198 -1,042,853 -13%
Northern Trust
8
Northern Trust
Illinois
$287M 5,018,282 -116,112 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$248M 4,341,501 +158,643 +4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$220M 3,845,866 -81,694 -2%
Invesco
11
Invesco
Georgia
$201M 3,522,897 -415,139 -11%
MPI
12
Mairs & Power Inc
Minnesota
$164M 2,875,885 -25,217 -0.9%
Norges Bank
13
Norges Bank
Norway
$163M 2,859,125 – –
Ameriprise
14
Ameriprise
Minnesota
$160M 2,796,633 +86,881 +3%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$159M 2,784,367 -745,268 -21%
Goldman Sachs
16
Goldman Sachs
New York
$143M 2,494,635 +424,898 +21%
Charles Schwab
17
Charles Schwab
California
$119M 2,090,904 +54,306 +3%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$108M 1,881,147 -487,862 -21%
Legal & General Group
19
Legal & General Group
United Kingdom
$97.2M 1,701,950 -4,750 -0.3%
AL
20
AJO LP
Pennsylvania
$88.4M 1,546,449 +58,769 +4%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$84.2M 1,473,874 +131,707 +10%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$80.5M 1,408,799 -217,890 -13%
UBS AM
23
UBS AM
Illinois
$69.6M 1,218,293 -15,071 -1%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$66.1M 1,156,175 +84,206 +8%
Bank of America
25
Bank of America
North Carolina
$64.4M 1,126,866 +31,601 +3%
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