Principal Financial Group Inc (NYSE:PFG)

51.17
Delayed Data
As of Feb 27
 -0.50 / -0.97%
Today’s Change
42.90
Today|||52-Week Range
55.07
-1.48%
Year-to-Date
Institutional investors purchased a net $626.8 thousand shares of PFG during the quarter ended December 2014 and now own 68.55% of the total shares outstanding. This majority interest is a greater percentage than is typical for companies in the Financial Conglomerates industry and highlights that the smart money sees this stock as an important holding.
Mutual fund holders36.96%
Other institutional31.59%
Individual stakeholders0.75%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2014WELLINGTON MANAGEMENT CO. LLP  Bought 1.5 Million shares of Principal Financial Group...
12/31/2014FIDELITY MANAGEMENT & RESEARCH C...  Bought 1.2 Million shares of Principal Financial Group...
12/31/20141832 ASSET MANAGEMENT LP  Bought 1.2 Million shares of Principal Financial Group...

Top 10 Owners of Principal Financial Group Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
The Vanguard Group, Inc.7.34%21,554,3081,011,543,674+685,454+3.28%
Nissay Asset Management Corp.6.18%18,137,000851,169,41000.00%
Capital Research & Management Co....5.97%17,522,600822,335,618-2,065,000-10.54%
Wellington Management Co. LLP5.71%16,761,509786,617,617+1,491,514+9.77%
SSgA Funds Management, Inc.4.27%12,538,495588,431,570+352,896+2.90%
BlackRock Fund Advisors3.88%11,400,181535,010,494+296,196+2.67%
Harris Associates LP3.48%10,215,727479,424,068-6,250-0.06%
Northern Trust Investments, Inc.2.55%7,474,168350,762,704-262,952-3.40%
Newton Investment Management Ltd.2.18%6,412,543300,940,643-391,062-5.75%
Fidelity Management & Research Co...1.76%5,175,925242,906,160+1,219,247+30.81%

Top 10 Mutual Funds Holding Principal Financial Group Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
American Funds American Mutual Fu...2.58%7,567,000355,119,31000.00%
American Funds Capital Income Bui...2.23%6,555,600307,654,30800.00%
Vanguard Mid Cap Index Fund1.82%5,345,304250,855,117+103,584+1.98%
Oakmark Equity & Income Fund1.72%5,061,300237,526,80900.00%
Vanguard Total Stock Market Index...1.72%5,053,228237,147,990+115,482+2.34%
Oakmark Fund1.57%4,609,314216,315,10600.00%
Vanguard Windsor I Fund1.55%4,549,100213,489,26300.00%
Vanguard 500 Index Fund1.02%3,009,833141,251,463+47,277+1.60%
Goldman Sachs Mid Cap Value Fund0.99%2,917,347136,911,095-441,824-13.15%
Vanguard Institutional Index Fund0.97%2,833,146132,959,542+40,300+1.44%

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