Principal Financial Group Inc (NYSE:PFG)

51.09
Delayed Data
As of Jul 06
 -0.39 / -0.76%
Today’s Change
46.01
Today|||52-Week Range
55.07
-1.64%
Year-to-Date
Institutional investors purchased a net $2.4 million shares of PFG during the quarter ended March 2015 and now own 69.35% 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 holders38.27%
Other institutional31.08%
Individual stakeholders0.80%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

5/29/2015CREDIT SUISSE AG  Bought 26.9 Thousand shares of Principal Financial Group...
5/29/2015KLP KAPITALFORVALTNING AS  Bought 4.3 Thousand shares of Principal Financial Group...
5/31/2015COMPASS EFFICIENT MODEL PORTFOLI...  Bought 873.00 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.7.68%22,638,1351,170,165,198+1,083,827+5.03%
Nissay Asset Management Corp.6.16%18,137,000937,501,53000.00%
Wellington Management Co. LLP6.04%17,807,273920,457,941+1,045,764+6.24%
Capital Research & Management Co....5.62%16,564,600856,224,174-958,000-5.47%
SSgA Funds Management, Inc.4.09%12,053,693623,055,391-484,802-3.87%
BlackRock Fund Advisors3.89%11,461,468592,443,281+61,287+0.54%
Harris Associates LP3.47%10,215,227528,025,084-500-0.00%
Northern Trust Investments, Inc.2.50%7,366,603380,779,709-107,565-1.44%
Fidelity Management & Research Co...2.26%6,668,109344,674,554+1,492,184+28.83%
Newton Investment Management Ltd.1.84%5,430,735280,714,692-981,808-15.31%

Top 10 Mutual Funds Holding Principal Financial Group Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
American Funds American Mutual Fu...2.57%7,567,000391,138,23000.00%
American Funds Capital Income Bui...2.23%6,555,600338,858,96400.00%
Vanguard Mid Cap Index Fund1.98%5,822,639300,972,210+106,895+1.87%
Vanguard Total Stock Market Index...1.76%5,177,092267,603,885-5,927-0.11%
Oakmark Equity & Income Fund1.72%5,061,300261,618,59700.00%
Oakmark Fund1.56%4,609,314238,255,44100.00%
Vanguard Windsor I Fund1.52%4,484,200231,788,298-64,900-1.43%
Vanguard 500 Index Fund1.06%3,110,937160,804,334+21,686+0.70%
Vanguard Institutional Index Fund0.98%2,893,974149,589,516+8,924+0.31%
SPDR S&P 500 ETF0.87%2,555,016132,068,777+43,120+1.72%

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