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Principal Financial Group
PFG

Overview Fund Activity

610 hedge funds and large institutions have $11.1B invested in Principal Financial Group in 2019 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 196 increasing their positions, 227 reducing their positions, and 68 closing their positions.

Holders
610
Holders Change
-3
Holders Change %
-0.49%
% of All Funds
12.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
77
Increased
196
Reduced
227
Closed
68
Calls
$14.9M
Puts
$5.55M
Net Calls
+$9.39M
Net Calls Change
-$433K

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.28B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$785M
3
Ensign Peak Advisors
3
Ensign Peak Advisors
Utah
$30.4M
4
PCM
4
Prana Capital Management
Connecticut
$20.9M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$37M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$68.7M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$365M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$109M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.72B 31,232,908 +240,537 +0.8%
BlackRock
2
BlackRock
New York
$1.28B 23,276,309 +1,026,068 +5%
NLI
3
Nippon Life Insurance
Japan
$998M 18,137,000 – –
Capital Research Global Investors
4
Capital Research Global Investors
California
$785M 14,274,750 +658,772 +5%
State Street
5
State Street
Massachusetts
$708M 12,876,446 +241,394 +2%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$390M 7,096,778 -134,420 -2%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$365M 6,638,479 -629,491 -9%
Northern Trust
8
Northern Trust
Illinois
$273M 4,968,113 -50,169 -1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$247M 4,507,089 +165,588 +4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$208M 3,773,503 -72,363 -2%
Invesco
11
Invesco
Georgia
$206M 3,751,073 +228,176 +6%
MPI
12
Mairs & Power Inc
Minnesota
$173M 3,152,237 +276,352 +10%
Ameriprise
13
Ameriprise
Minnesota
$172M 3,119,828 +323,195 +12%
Norges Bank
14
Norges Bank
Norway
$160M 2,915,943 +56,818 +2%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$149M 2,700,434 -83,933 -3%
Charles Schwab
16
Charles Schwab
California
$118M 2,137,914 +47,010 +2%
Goldman Sachs
17
Goldman Sachs
New York
$109M 1,982,478 -512,157 -21%
Legal & General Group
18
Legal & General Group
United Kingdom
$95.2M 1,730,354 +28,404 +2%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$86.3M 1,568,847 +94,973 +6%
AL
20
AJO LP
Pennsylvania
$76.9M 1,398,275 -148,174 -10%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$71.2M 1,294,009 -114,790 -8%
UBS AM
22
UBS AM
Illinois
$69.3M 1,260,100 +41,807 +3%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$68.7M 1,248,379 -632,768 -34%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$64M 1,163,265 +7,090 +0.6%
Bank of America
25
Bank of America
North Carolina
$63.7M 1,157,925 +31,059 +3%
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