Principal Financial Group Inc (NYSE:PFG)

52.71
Data as of Dec 19
 +0.45 / +0.86%
Today’s Change
41.20
Today|||52-Week Range
55.07
+6.90%
Year-to-Date
Institutional investors purchased a net $4.9 million shares of PFG during the quarter ended September 2014 and now own 68.33% 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 holders37.19%
Other institutional31.14%
Individual stakeholders0.63%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

9/30/2014FIDELITY MANAGEMENT & RESEARCH C...  Bought 3.1 Million shares of Principal Financial Group...
9/30/2014PNC CAPITAL ADVISORS LLC  Bought 1.6 Million shares of Principal Financial Group...
9/30/2014MILLENNIUM MANAGEMENT LLC  Bought 731.3 Thousand 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.7.11%20,868,8541,111,683,853+535,148+2.63%
Capital Research & Management Co....6.67%19,587,6001,043,431,45200.00%
Nissay Asset Management Corp.6.18%18,137,000966,157,99000.00%
Wellington Management Co. LLP5.20%15,269,995813,432,634+480,388+3.25%
SSgA Funds Management, Inc.4.15%12,185,599649,126,859+250,925+2.10%
BlackRock Fund Advisors3.78%11,103,985591,509,281+82,191+0.75%
Harris Associates LP3.48%10,221,977544,524,715+77,966+0.77%
Northern Trust Investments, Inc.2.64%7,737,120412,156,382-188,031-2.37%
Newton Investment Management Ltd.2.32%6,803,605362,428,038-719,477-9.56%
Goldman Sachs Asset Management LP1.76%5,167,679275,282,260-537,864-9.43%

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%7,567,000403,094,09000.00%
American Funds Capital Income Bui...2.23%6,555,600349,216,81200.00%
Vanguard Mid Cap Index Fund1.76%5,154,675274,589,537+55,513+1.09%
Oakmark Equity & Income Fund1.72%5,061,300269,615,45100.00%
Vanguard Total Stock Market Index...1.67%4,889,174260,446,299+13,611+0.28%
Oakmark Fund1.57%4,609,314245,538,157+90,000+1.99%
Vanguard Windsor I Fund1.55%4,549,100242,330,557+299,300+7.04%
Goldman Sachs Mid Cap Value Fund1.14%3,359,171178,943,039-445,253-11.70%
SPDR S&P 500 ETF1.00%2,937,958156,505,023+74,456+2.60%
Vanguard 500 Index Fund1.00%2,920,974155,600,285+36,824+1.28%

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